LED ethnic group accelerated development after the year, because the development of MiniLED is optimistic about the market, the leading factory Fucai yesterday (9) day stock price rose sharply to a record high, successfully among the hundred yuan NT dollar club members; LED dot test integration equipment manufacturer WHIT stock price is also encouraged, apple in the tablet, Mac took the lead in the introduction of MiniLED, the industry optimistic about MiniLED in the Apple supply chain has a huge potential business opportunities.
Fucai yesterday intraday stock price hit a record high, its MiniLED products have now entered the Apple supply chain and European and American car manufacturers, and are widely used, last year's fourth quarter MiniLED product revenue accounted for about 30%, Fucai in the second quarter of this year will expand 50% of production capacity, is expected to be the 3rd quarter MiniLED will be the highest 40% of revenue.
Whitney's full-year operation is optimistic, due to the wide range of applications of MiniLED in non-apple chains such as apple chains and automobiles, the number of chips required has increased, and the demand for testing has risen accordingly, and Whitight estimates that the annual revenue growth rate in the first quarter of this year is expected to grow in double digits.
Yongcheng International Investment Analyst Su Jianfeng said that it is expected that Apple will expand to MacBook Air products in the use of MiniLED panels this year, which is expected to drive the demand for MiniLED to increase significantly, and Fucai will grow synchronously with apple product sales, and Whitter will benefit from The miniLED on-demand testing and sorting foundry for Fucai.
Source: Liberty Finance
Cover image source: Paixin.com
![MiniLED continues to grow, and Whitney and Fucai have a good outlook for operation[fig]](data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=)