- In this analysis, we analyzed its OSAT business (58% of its total revenue) and expect its growth to be driven by advanced packaging solutions.
- Moreover, we highlighted its revenue breakdown by customer end market and determined its communications market segment is supported by its customer relationships with smartphone chipmakers as well as Apple.
- While its profit margins have increased in 2021, we expect its margins to be weighed down by the higher growth EMS segment that commands lower margins.
For further details see:
ASE Technology Holding: OSAT Revenue Growth Outweighs Declining Margins