LCD panel driver and touch IC factory in the third quarter of the company entered the smart phone component stocking season, in addition to LCD LCD driver IC and touch IC shipments, IDC chip integrated driver IC and touch IC has been Japan Sharp , South Korea, Lejin and other mobile phone manufacturers adopted, support AMOLED panel IDC chip has the opportunity to complete the design (tape-out) in the second half.
The legal person will watch the performance of the third season of Duntai. In addition to the single-month revenue, it is expected to hit a record high. The single-season revenue is expected to grow by more than 10% compared with the previous quarter.
Duntai benefited from the significant growth of IDC chip shipments. The consolidated revenue in June increased 9.5% to 1.064 billion yuan, up 10.1% from the same period last year. In the second quarter, the consolidated revenue was 2.96 billion yuan, and the quarterly increase was 28.2% better than market expectations. The operation has been determined to go out of the bottom. Accumulated revenues for the first half of this year amounted to 5.269 billion yuan, a slight decrease of 6.5% compared with the same period last year.
Although Duntai suffered losses in the first quarter, it has made money every month since the second season. In fact, with Samsung and other first-line mobile phone manufacturers adopting TDDI chips with integrated panel driver ICs and touch ICs, Duntech’s IDC chips have also received orders from mobile phone manufacturers. Not only did Gloria launch the W909 and S6 Pro, Coolpad launched The ivvi K2 has adopted the IDC solution of Duntai, and the SHV35 launched by Sharp in Japan and the LG X Skin, a new thin mobile phone from LG, are also equipped with Duntech IDC chips.
It is understood that the first quarter of Duntech IDC chip shipments of about 1 million, but in May single shipments have reached 1 million, and June shipments have doubled to 2 million, which has pushed up The main kinetic energy of revenue growth and operation from loss to profit. According to the legal person, the shipment of IDC chips in the second quarter of Duntai is 3.5 to 4 million. In the third quarter, due to the peak season, IDC chips are expected to see 7 to 9 million, so that the third season of Duntai will be seen. The monthly revenue has reached a new high.
The legal person said that Duntech's second-quarter revenue performance was better than market expectations, and the gross profit margin also saw a significant rebound after IDC chips were shipped in volume and reached the economic scale. Therefore, the market generally estimates the second quarter of Duntai. The net profit per share is expected to challenge 0.5 yuan, and the profit will be turned from loss to profit. As for the third quarter, the revenue should have more than 10% of the growth space. The net profit per share in the single quarter has a strength of 0.7 to 0.8 yuan. Duntai does not comment on the financial figures of legal persons.
Duntai pointed out that the second quarter of the year is the off-season of the touch IC market. However, this year, thanks to the introduction of 3 吋 functional phones, demand has remained stable, and it has become the reason why the second quarter of Duntech’s revenue performance is better than expected. one.
As for the fingerprint identification sensor market that many manufacturers have been rushing into, the market has been launched slowly, but it is confident that it will come later. It is expected that the fingerprint identification sensor will be shipped in small quantities at the end of the third quarter of this year, and the fourth season will continue to heat up. Really heavy volume in the first quarter of next year.