The analog IC factory received a large number of urgent orders from TV and notebook panels. It is trying to catch up. It may be in short supply. Orders that are too late to ship will be shipped to the lunar calendar. The Q4 operation is better than expected. LED lighting will be an important kinetic energy for next year's operation.
The new December revenue is also due to urgent urgency, will change the original expected Q4 revenue will slow down month by month, December revenue will be the same as November. However, Zhixin is also worried that due to poor demand and low inventory levels, customers are now in a hurry, and it is too late to catch up with workers. They must be sent to the mainland three days before the lunar calendar, otherwise they will not be able to Delivery, currently fully rushed to work; as for profit, Zhixin said that Q4 gross margin will rise from the previous quarter due to exchange rate.
Although the accumulation of Q4 is in the traditional off-season, but driven by the increase in demand for LEDs in the mainland, revenue is expected to reach NT$520 million, which is better than market expectations. It grew 15% compared with the same period last year. Accumulation currently accounts for more than 90% of revenue. Accumulation means that next year, in addition to the display screen, LED lighting is also an important sports sport.
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