Accumulating small spacing with Mini LED shipping ramming, September revenue in single month new high

LED drives IC to accumulate small spacing and Mini LED drive IC shipment ramming, announced September revenue of 305 million yuan (NT $, the same below), hit a single month's new high, due to the gradual expansion of Mini LED application area, mainland brand mobile phones and Korean cinemas have been used Mini LED display, legal person predicted 2019 Mini LED into a high growth period, will accumulate. Preferential benefit.

Accumulation announced September revenue of 305 million yuan, a monthly increase of 14.22%, an annual increase of 16.14%, a record high; third quarter revenue of 818 million yuan, an annual increase of 11.99%, slightly lower than the previous quarter figures; the first nine months of revenue in 2 billion 343 million yuan, an annual 17.16% increase.

Accumulating revenue in September was better than expected, mainly due to the long distance shipments. Mainland customers were influenced by the US China trade war from phased production to single mode production. The proportion of high-order driver IC increased, plus Mini LED small assists. At present, the small spacing drive IC accounted for about 70% to 80% of the niche drive IC, while Mini LED accounted for the proportion. Ji Zengjia.

At present, the distance between 1.6mm is the mainstream specification, and the distance 1.25mm will become the next generation of mainstream specifications. It will be integrated into the chip last year, integrating LED driver IC, MOSFET and surrounding IC to get customers' high praise.

In addition to the verification of mobile phone customers in mainland China, the application of Mini LED has gradually expanded. Samsung launched the LED cinema screen after South Korea and Switzerland, and then entered the regional markets such as the United States and Mainland China, followed by more plans to enter India, Indonesia and Russia. The legal person estimates that the Mini LED penetration rate will rise rapidly in 2019 and enter the fast growing period.

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