The leading LED manufacturer, Fucai Investment Control, announced yesterday (5) that its June revenue was 3.283 billion yuan (NTD, the same below). Benefited from the heavy shipment of MiniLEDs, the revenue continued to increase, breaking through 3 billion yuan for two consecutive months. Compared with the previous month, it grew by 3.56%, the second quarter revenue was 9.365 billion yuan, a quarterly increase of 36.14%, and the cumulative revenue in the first half of the year was 16.244 billion yuan.
Fortune's first quarter after-tax loss of 260 million yuan, the loss per share converged to 0.38 yuan. Fortune said that MiniLED products have begun to be mass-produced and shipped in the first quarter, driving the off-season operation. In the second quarter, with the increase in shipments and the continuous rise of high-end application products, it is confident that a single quarter will be profitable. .
Apple’s latest 12.9-inch iPad Pro uses a total of more than 10,000 MiniLEDs. With the increase in the kinetic energy of new iPad products, and Apple’s rumored release of two MacBook Pros equipped with MiniLEDs in the second half of the year, the gross profit of the product is significantly better than that of traditional LED chips. , Wealth and profits are expected to increase significantly.
In the first and second quarters, Fucai benefited from strong demand for automotive, sensing and plant lighting. The red light production capacity was fully loaded, and the blue light and package modules also maintained high capacity utilization levels. In the second half of the year, it will expand the high-end four yuan (red Yellow Orange Light) production capacity is expected to start contributing revenue in the fourth quarter at the earliest. (Source: Juheng.com)
