Taiwan's LED driver IC plant accumulated September revenue increased by 13.3% to 252 million Taiwan dollars (the same below); Q3 revenue slightly increased by 1.28% to 674 million yuan, in line with the company's law conference, Q3 revenue There are still expectations for a new high. Accumulation pointed out that the main reason for the increase in revenue in September was the 11th holiday, which was caused by the advancement of goods and the increase in revenue. Therefore, there is a certain degree of decline in October. The legal person estimates that the accumulation of Q4 revenue will only reduce the season by about 10%.
Regarding Q3 gross margin performance, the accumulation is estimated, compared with Q2 will not have much fluctuations, although there are exchange rate and other factors, but the estimated gross profit margin can still maintain the level of 36%. The growth momentum in the second half of this year, including ASP's better high-end product shipments continues to increase (current shipments account for more than 20% of all products, hope to increase to 30% by the end of the year), as well as new product LED lighting power supply The module will be shipped in small quantities from Q4.
Legal person analysis, the accumulation of pulse width modulation (PWM) function, low-power LED driver IC, ASP can be up to nearly 2 times the basic product, so high-end product shipments increase the accumulation of profit Stability will not help. In addition, in recent years, the market for display screens has not only been limited to the outdoors. With the increase in indoor performances such as concerts, the demand for indoor display billboards is also more demanding, and because of the dark environment, the density and refresh rate requirements of the display screen are also more demanding. High, it is estimated that the same area of ​​indoor billboards compared with the outdoor, the number of LED driver ICs required is 2.5 times, driven by the market demand, can also slow down the accumulation of LED products due to the annual price drop.
Regarding the shipment of new products LED lighting power modules, the legal person pointed out that in the short-term accumulation, it can only cut into the mainland's second-line lighting manufacturers. It is still difficult to break into the brand big factory, and because the gross profit rate of the module goods is low, it will be gradually increased after 2013. The accumulation of gross profit margin will be under pressure.
The current product portfolio is still dominated by LED driver ICs for display screens, accounting for more than 90% of total revenue. If the proportion of local revenue is divided, the mainland accounts for more than 2/3 of the accumulated revenue, and the rest is Europe and the United States. Accumulation said that due to the impact of the European debt storm, the European market conditions are obviously not good, and the United States has also commissioned orders for production in China. As the LED market segment gradually moves, the accumulation continues to be optimistic about the growth of the mainland market.
Regarding Q3 gross margin performance, the accumulation is estimated, compared with Q2 will not have much fluctuations, although there are exchange rate and other factors, but the estimated gross profit margin can still maintain the level of 36%. The growth momentum in the second half of this year, including ASP's better high-end product shipments continues to increase (current shipments account for more than 20% of all products, hope to increase to 30% by the end of the year), as well as new product LED lighting power supply The module will be shipped in small quantities from Q4.
Legal person analysis, the accumulation of pulse width modulation (PWM) function, low-power LED driver IC, ASP can be up to nearly 2 times the basic product, so high-end product shipments increase the accumulation of profit Stability will not help. In addition, in recent years, the market for display screens has not only been limited to the outdoors. With the increase in indoor performances such as concerts, the demand for indoor display billboards is also more demanding, and because of the dark environment, the density and refresh rate requirements of the display screen are also more demanding. High, it is estimated that the same area of ​​indoor billboards compared with the outdoor, the number of LED driver ICs required is 2.5 times, driven by the market demand, can also slow down the accumulation of LED products due to the annual price drop.
Regarding the shipment of new products LED lighting power modules, the legal person pointed out that in the short-term accumulation, it can only cut into the mainland's second-line lighting manufacturers. It is still difficult to break into the brand big factory, and because the gross profit rate of the module goods is low, it will be gradually increased after 2013. The accumulation of gross profit margin will be under pressure.
The current product portfolio is still dominated by LED driver ICs for display screens, accounting for more than 90% of total revenue. If the proportion of local revenue is divided, the mainland accounts for more than 2/3 of the accumulated revenue, and the rest is Europe and the United States. Accumulation said that due to the impact of the European debt storm, the European market conditions are obviously not good, and the United States has also commissioned orders for production in China. As the LED market segment gradually moves, the accumulation continues to be optimistic about the growth of the mainland market.
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