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.
Ensimmäisen 11 kuukauden kumulatiivinen liikevaihto oli noin 2,79 miljardia yuania (NTD, sama alla), joka on edelleen 22,78 prosentin vuotuinen kasvu, josta kolmen ensimmäisen vuosineljänneksen osakekohtainen tulos oli noin 1,53 yuania. Vuotuisen liikevaihdon arvioidaan laskevan lähelle 3 miljardia yuania, mikä voi olla uusi ennätys viimeisten 4-6 vuoden aikana, ja EPS:llä on myös mahdollisuus haastaa uusi korkein kaistan voitto viimeisten 7 vuoden aikana tai enemmän kuin 10 vuotta.
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.
Tällä hetkellä Hongqi on julkaissut MiniLED-sarjan tuotteita kahteen tärkeimpään näytön ja taustavalon sovellukseen, mukaan lukien 4 in 1 -mini-LED, paikallinen himmennys Mini-LED (alueellinen himmennys) ja niin edelleen. MiniLEDin osuus kokonaisliikevaihdosta vuonna 2021 on alle 5 prosenttia. Sen odotetaan vuonna 2022 moninkertaistuvan.
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.
