The Table Division expanded its layout and entered the supply chain of U.S. electric vehicles

In addition to the continuous growth of the MiniLED business this year, the table technology department also launched other new markets, including entering the U.S. electric vehicle camera module PCBA parts business, as well as AMD server GPU products, although the proportion of revenue is still low, but it is expected that this year will also be a rapid growth business.

The main growth driver of The Table Watch Branch in 2021 comes from MiniLED, which generated revenue of 65.7 billion yuan (NT$, the same below) last year, an annual growth of 58%, and revenue in the fourth quarter of last year was 19.7 billion yuan, with quarterly revenue growth of more than 5%.

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In 2021, with the growth of U.S. customers in the MiniLED business, including iPad, Macbook products to introduce MiniLED applications, because of lack of materials, new production capacity and other reasons, last year still did not reach full production, with the shortage of materials alleviated, this year is expected to continue to enter the full load performance.

In addition to MiniLED products, The table also cut into other new businesses, including the new entry into the U.S. Tesla supply line, of which the camera module parts business will first import cargo cards, a car has about 7 to 8 camera modules, the unit price is also higher, the revenue at the end of 2021 accounts for 1%, this year has the opportunity to 3-4%, and this year has the opportunity to introduce other cars in Tesla.

In addition, the table section also cut into the AMD GPU parts service, accounting for less than 1% of revenue last year, this year is expected to grow rapidly, will also import more models.

But on the other hand, MiniLED in the second quarter of this year is estimated to have other competitors to enter, but with the current capacity configuration, the table section can still maintain a market share of 80%, in the entry threshold part, investment in MiniLED beat parts capital expenditure is very large, may require 2-300 devices, the difficulty in the latter stage of optical glue, verification, etc., and the process and traditional SMT only 15-20% of the same, learning curve takes time to overcome. (Source: MoneyDJ)

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