At present, global brand factories have successively launched related products using MiniLED. Apple in 2021 for the first time to use MiniLED backlight, non-apple camp import opportunities climb, while with the yield improvement and cost reduction, MiniLED TV will also shine, Samsung in the second quarter of 2021 launched QLED TV, LG and land TV brands TCL, Xiaomi have successively launched MiniLED backlit TV. In addition, Dell, Lenovo, MSI, and Acer have also actively joined the battle.
Received from the shipment of MiniLED laptops and tablets, server DRAM, panels and other products. In December 2021, the consolidated revenue of The Taiwan Watch Division was 6.726 billion (NT$, the same below), an increase of 65.87% year-on-year, a monthly decrease of 0.59%, maintaining a high-end level; the fourth quarter of the consolidated revenue of 19.707 billion, a quarterly increase of 5.1%, due to only a slight decline in the panel, the operation paid out better than expected performance, considering the fourth quarter of the US customers under the launch of new products, the proportion of MiniLED revenue is expected to increase to 35%, the product portfolio is better, and the gross profit margin is expected to increase slightly compared with the previous quarter.
It is understood that the consolidated revenue of The Table Section in 2021 was 65.72 billion yuan, an annual increase of 58.72%, setting a record high.
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The rich part, Fucai said that the shortage of high-quality MiniLED in 2022 will offset the impact of the oversupply of traditional Blue Light, accompanied by the expansion effect of Fucai, the market expects that Fucai's profit in 2022 is expected to grow for the second consecutive year.
Fucai's revenue in 2021 reached 36.42 billion yuan, net profit after tax of 1.737 billion yuan and earnings per share in the first three quarters of 2021, and revenue in the fourth quarter reached 9.852 billion yuan, a quarterly decrease of 4.6%, and the decline was better than expected.
Fucai pointed out that the growth of 2022 comes from IT applications and vehicles, especially the car part to deal with the outdoor strong light source, a large number of car customers import MiniLED, the second half of the car product shipments are expected to increase temperature, the current car customer source to panel factories, Tier 1 car factories, buy panels to make system modules of customers as the main force. (Source: Business Times)
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