Accumulate infiltrate monitor Micro LED and car city benefit show SamSung to still need time

Accumulate infiltrate monitor Micro LED and car city benefit show SamSung to still need time

LEDDriveChip big plant accumulates this year head season wool interest rate 34.2% , since be 8 season optimal, company also commentate already successful Design In goes to out home chip on the monitor of SamSung, predict battalion of the 2nd season closes but season is added two into. As toThe marketThe Micro LED of attention, although already had progress stage by stage, but predict to want the project that second half of the year just can have video 2019 to taste come out. As to car domain respect, with OEThe marketGive priority to, had guided spotlight and car taillight, but want to have contribute considerably, still need time.
Review this year head season show, accumulate analysis, show of the first season is first-rate this year, gross profit of the first season is led 34.2% , excel last year the four seasons 29.5% , and last year 30.2% of the corresponding period, main reason is taken from Leakey modelProductCombination, main fundThe pricePolitic, and the client promotion such as beautiful, Han, day, drive the battalion outside the condition to close pull litre.
AccumulateGeneral managerChen Qikai discloses, the first season takes the client that waits for blame mainland area from Han, beautiful, day this year, battalion closes relatively the corresponding period grew last year 4 into, especially the LED of oneselfDriveChip more already successful Design In arrives in the film monitor of SamSung, additional, the Olympic Games that because answer,will hold in Japan 2020, client of Japan of home of know exactly about sth has afoot of important law case, the pine includes to fall in the client, predict to can a few battalion receive contribution this year.
Accumulate battalion of the first season receives money of 684 million yuan of new stations this year (similarly hereinafter) , season is decreased 4.3% , charge share, the first season 175 million yuan, slightly under last year 178 million yuan of the four seasons, season is decreased 2.1% , net of the first season thirty-nine million seven hundred and fifteen thousand yuan, last year net of the four seasons forty-one million seven hundred and fifty-two thousand yuan, the first season every net 1.29 yuan, last year the four seasons every net 1.31 yuan; Accumulate compensatory also explanation, this year head the taxes that season carries a kind amounts to 12 million yuan, because the parent company You Wenlai of mainland company is migratory,basically be to Samoa, this is profitable company, taiwan area wants imposition be caused by.
With respect to part of the Micro LED that the market pays close attention to, Mini LED, accumulate president Yang Lichang expresses, believe Micro LED will be science and technology of next generation monitor mainstream, hard transition is Micro LED conformityPlanSupplier, predict second half of the year can have the video of Mini LED this yearProductCome out, also can Mini LED is guided the be in a poor light guest of mobile phone and TV is made change a product to come out, and the monitor of afore-mentioned Mini LED and mobile phone be in a poor light, can begin to battalion receives contribution first half of the year from 2019. As to Micro LED part, predict second half of the year can have monitor product to come out 2019, and Micro LED should have battalion to receive contribution to accumulating, be afraid when 2020.
As to the another focus that the market pays close attention to, namely the car uses market share, accumulate in the car to go up with illume market, basically give priority to with OE market, had guided spotlight and car taillight, also had obtained AC Q100Attestation, but should have considerably battalion receives contribution, still also need time, just accumulate in the layout of car market, long term to future it is important that development general has scoop up note.
Look into this year, chen Qikai is mentioned, very hopeful to view of the 2nd season, right also annual is looked into this year all terribly is hopeful. Think as to Yang Lichang, be based on gradual progress of norms of small span monitor, rise continuously with Micro LED permeability, accumulate to did not come 3 years battalion closes be expected to grow considerably. Industry criterion estimation, accumulate battalion closes first half of the year this year be expected to achieve 1.4 billion yuan to go to 1.55 billion yuan, and battalion of the 2nd season closes to be able to amount to 716 million yuan to go to 866 million yuan about, with this year head season photograph is compared, battalion receives season to add 4.7% to 26.6% , but battalion of the 2nd season receives season to add rate be expected to fall in two into. Still can defend as to interest rate of wool of the 2nd season be in firmly 3 into close greatly over.

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