Factory of IC of power source management holds treasure high – KY (4947) indebted fill chip, USB-PD quickly at intelligence mobile phone (general converge discharges power transmission) the 3 arrows volley such as chip, three-in-one TV chip, the net after duty of the first season 163 million yuan, relatively the corresponding period soared last year 94 ％ , EPS amounts to 2.9 yuan, excel outside anticipates.

Hold treasure high the 2nd season enters shipment peak period, legal person values battalion to carry more flourishing, amalgamative battalion closes to will achieve the history not only new tall, chanji has opportunity challenge to gain half capital stock.

Hold treasure high although the first season enters a tradition off-season, amalgamative battalion receives season to decrease 25 ％ to reach 988 million yuan, but with last year photograph of the corresponding period relatively soar however 51.3 ％ , for calendar year the corresponding period new tall, average wool interest rate amounts to 45.4 ％ , season of the net after duty decreases 34.8 ％ to reach 163 million yuan, but year add rate also amount to 94 ％ , EPS is 2.9 yuan, excelThe marketAnticipate.

As intelligence of Android a group of people of same interest mobile phoneSupply chainEnter peak period of chip stock up, add the mainland factory of each mobile phone already will wired fill quickly label a standard to deploy, hold treasure high to offer a guest to make for mobile phone factory change fill chip quickly, the 2nd season accepts the order free flourishing. In fact, mainland government made a mobile phone fill a standard quickly last year, the person that mobile phone factory reachs circumjacent industry already changed the chip of up to specification to the factoryPurchaseFill control IC quickly, filled chip quickly to cover 5 great deals as a result of what hold treasure high, acquire plant of mobile phone chip and mobile phone plantAttestation, be expected to become the biggest beneficiary beneficiary.

Moreover, reach in Intel exceed small new computer platform to be born formerly after supporting port of USB Type-C join, what USB-PD also makes intelligence mobile phone and pen report is important assist one of norms. The USB-PD chip that holds treasure high since this year shipment to the limit of one’s capacity, continuously indebted at arch of force of before 5 a good deal of power plants, drive USB-PD chip to carry an amount to increase, let this company become main beneficiary beneficiary, and also begin to strive for mobile phone USB-PD city is occupied rate.

Additional, quote of TV face plate although be expected to fall, but systematic factory clutchs face plate low goes situation, begin to start time fillInventoryDemand, hold before treasure cuts chinese mainland 3 big TV highBrandSupply chain, will drive shipment of IC of power source management to rush continuously not only tall, shipment of three-in-one TV chip also grows quickly.

Legal person points out, hold treasure high current with LEDDriveMessage of IC, tone, power source accuses the three-in-one chip such as the canal to infiltrate TV supplies chain in the center, and as Oriental as Beijing cooperation is quite at present close, infiltrate TCL, sea is believed, achieve the each mainland TV such as dimensionBrandBig plant supplies chain, as it happens is built get on this to answer fillInventoryDemand, amalgamative in April battalion receives a month to add 22 ％ to amount to 476 million yuan, achieve only month battalion to receive the history new tall, shipment of the 2nd season is behaved will more excel this year the first season, odd season gains profit the challenge earns into half capital stock.