The LED packaging factory Hongqi has recently been affected by factors such as the lack of materials in other parts of the supply chain, which has led to the adjustment of the customer's procurement schedule, as well as the changes in the market demand for IT products after the unsealing of Europe and the United States. The peak season in the second half of 2021 will not be prosperous. Revenue fell slightly, and revenue in the fourth quarter further cooled.
İlk 11 ay için kümülatif gelir yaklaşık 2,79 milyar yuan (NTD, aşağıda aynı), yine de yıllık yüzde 22,78 artış, bunun ilk üç çeyrek için hisse başına kazanç yaklaşık 1,53 yuan oldu. Yıllık gelirin 3 milyar yuan'a yaklaşacağı tahmin ediliyor ki bu son 4-6 yılda yeni bir zirve olabilir ve EPS ayrıca son 7 yılda veya daha fazlasında yeni yüksek bant kârına meydan okuma fırsatına sahip. 10 yıl.
Looking forward to 2022, Hongqi said that the company's outlook is optimistic. The main momentum comes from MiniLED and infrared IR LED related product orders and shipments are expected to continue to grow. In addition, Hongqi has also actively invested in IC packaging in conjunction with its related company Jiuyuan, with the goal of heavy shipments in the first quarter of 2022.
Şu anda, Hongqi, 4'ü 1 arada Mini LED, Yerel karartma Mini LED (bölgesel karartma) vb. dahil olmak üzere iki ana ekran ve arka ışık uygulaması için MiniLED serisi ürünleri piyasaya sürdü. MiniLED, 2021'de toplam gelirin yüzde 5'inden daha azını oluşturacak. 2022'de katları artabileceği bekleniyor.
Infrared IR LEDs benefited from market demand for wearables, smart networked devices, home appliances, security control, automotive and other markets. Shipments in 2021 will grow strongly, and currently account for 15 percent -20 percent of Hongqi's revenue, which is an increase from 2020. . It is estimated that the IR LED business will continue to grow in 2022, and the number of customers for products used in AR devices is also expected to increase.
