The LED driver IC factory accumulated revenue of 198 million yuan (NTD, the same below) in March, with a monthly increase of 59.31% and an annual increase of 21.03%; Q1 revenue of 457 million yuan, a quarterly decrease of 12% and an annual increase of 10.02%.
Looking forward to the market outlook, the accumulation pointed out that with the arrival of the traditional peak season, coupled with the continued introduction of new products in the LED display driver IC and the gradual recapture of the market share, Q2 revenue will continue to increase, and the estimated monthly revenue for April-June is expected. It is expected to maintain a scale of 200 million yuan similar to that of March.
The current product portfolio is still dominated by LED driver ICs for display screens, accounting for more than 90% of the total revenue. As for LED lighting (including LED lighting wall washers, panel lights, etc., and LED architectural lighting), etc. The proportion of income is still less than 10%. If it is divided by the proportion of revenue in each region, mainland China accounts for about 2/3, while European and American markets account for 1% to 20%, and the rest are Taiwan and other parts of Asia.
Regarding the operation trend this year, the accumulation shows that after the reorganization and elimination of the LED display industry in mainland China in recent years, supply and demand have gradually become healthy, and the accumulation of their own products has gradually been put in place, including the introduction of the cost of the general-type LED driver IC. The -down version, while also launching new products on the ultra-dense screen, accumulates the overall operation this year.
Looking forward to the market outlook, the accumulation pointed out that with the arrival of the traditional peak season, coupled with the continued introduction of new products in the LED display driver IC and the gradual recapture of the market share, Q2 revenue will continue to increase, and the estimated monthly revenue for April-June is expected. It is expected to maintain a scale of 200 million yuan similar to that of March.
The current product portfolio is still dominated by LED driver ICs for display screens, accounting for more than 90% of the total revenue. As for LED lighting (including LED lighting wall washers, panel lights, etc., and LED architectural lighting), etc. The proportion of income is still less than 10%. If it is divided by the proportion of revenue in each region, mainland China accounts for about 2/3, while European and American markets account for 1% to 20%, and the rest are Taiwan and other parts of Asia.
Regarding the operation trend this year, the accumulation shows that after the reorganization and elimination of the LED display industry in mainland China in recent years, supply and demand have gradually become healthy, and the accumulation of their own products has gradually been put in place, including the introduction of the cost of the general-type LED driver IC. The -down version, while also launching new products on the ultra-dense screen, accumulates the overall operation this year.
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