MiniLED penetration rate increased, and the performance outlook of TaibiaoKe and Jiuyuan this year was good

Apple since 2021 for the first time to use MiniLED technology after the advent of the tablet, MiniLED officially ushered in the first year of commercialization, in 2022 MiniLED tablet shipments will grow, the application in the laptop shipments have a chance to grow in multiples, Table Branch, Jiuyuan Hi dip halo.

Surface Adhesion Technology (SMT) leading factory TaibiaoKe, as a leading manufacturer of MiniLED technology, in the fourth quarter of last year, due to the consumption of The United States MiniLED laptop and tablet, the single-quarter revenue reached 19.707 billion yuan (NT$, the same below), pushing up the annual revenue to 65.72 billion yuan, an annual increase of 58.72%, respectively, creating a single quarter and a new high in the calendar year.

Looking forward to the future market, with the brand factory competing to embrace MiniLED technology, the penetration rate is improved, the table has a lot of growth momentum, the current MiniLED production line has reached 15, this year in the shortage of materials after the relief of the problem, the production capacity is expected to gradually enter the full load state.

The revenue of the test foundry and equipment factory Jiuyuan in December 2021 also paid a new high of 408 million yuan in the same period, driving the annual revenue to exceed the 5 billion yuan mark, an annual increase of nearly 50%. With the trend of MiniLED, packaging and testing expansion, Jiuyuan's self-made equipment shipments this year continue to be bullish, and the company has signed long contracts with some customers, and since the second quarter, after the opening of new production capacity, the performance in 2022 is expected to be better than last year.

In addition to the sale of MiniLED related equipment machine, at the same time responsible for OEM, can have equipment and OEM income at the same time, in the test OEM and self-made equipment layout of the two major business fermentation, 2022 gross profit margin is expected to be the same as last year, the annual revenue, profit is expected to fight a new record high.

Source: Business Times

Cover image source: Paixin.com