LED giant Fucai Investment and Control will benefit from the expansion of the MiniLED market next year's penetration rate and the increase in demand, and its performance is expected to continue to grow. Revenue and profit will have the opportunity to significantly increase compared with this year. It will become the largest beneficiary of the development of the MiniLED industry.
Najnowszy raport wydany przez osobę prawną z Tajwanu wskazuje, że w przyszłym roku wskaźnik penetracji MiniLED w trzech głównych zastosowaniach: płaskich panelach, telewizorach i laptopach będzie dalej rósł. Aby utrzymać wiodącą pozycję w branży, Fucai planuje również aktywnie rozwijać produkcję, a nowe produkty od klientów będą poszerzane przez cały rok. Oczekuje się, że stabilne dostawy i związane z tym zwiększenie udziału w przychodach będą wzrastać o 50 procent rocznie.
The legal person said that the fourth quarter of this year was affected by the low season of the industry and the lack of materials. It is estimated that Fucai's operating performance will be revised from the third quarter, but it will return to the growth trajectory from next year, and the capacity utilization rate will also increase quarter by quarter. Order visibility will be pretty good for half a year.
In addition, after Apple's laptops switched to MiniLED in the third quarter of this year, Fucai plans to expand its annual production capacity by nearly 20 percent to 1.2 million units by the end of this year in order to meet the needs of major customers. The quarterly increase in digits accounts for about 30 percent of Jingdian's revenue.
W innych obszarach zastosowań, chociaż sprzedaż powiązanych produktów nieznacznie spadła z powodu braku innych kluczowych komponentów, ogólny popyt na wyświetlacze motoryzacyjne był silny, co skłoniło firmę Jingdian do powolnego rozszerzania swojej wysokiej-końcowej czerwonej lampki zdolności produkcyjne do blisko 20 proc. rocznie. Ze względu na wysoką cenę jednostkową produktu oraz lepszą marżę zysku brutto kontynuowano optymalizację przychodów i portfela produktów.
Looking ahead to the MiniLED market, Fortune's Chairman Li Bingjie once pointed out that next year's MiniLED market demand should grow multiples of this year, and the problem of insufficient capacity will be much more serious than imagined by overcapacity. The main market demand comes from TVs, tablets and laptops. Fucai will also make every effort to expand production to meet customer needs.
It is reported that Fucai has internally planned the expansion of its plants on both sides of the strait next year, and it is estimated that next year's MiniLED production capacity will double this year; among them, the expansion of production in Taiwan next year may be biased towards IT products, and there may be TV-related production capacity in mainland China.
For the first three quarters of this year, the net profit per share was 2.56 yuan (NTD, the same below), which turned a loss to profit from a net loss of 6.5 yuan per share in the same period last year. The legal person estimates that next year's Fucai revenue will be about 42.01 billion yuan, an annual increase of 15.5 percent , and the after-tax net profit will be 2.88 billion yuan, an annual increase of 33.1 percent , and the net profit per share will be 4.2 yuan.
