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.
De cumulatieve omzet voor de eerste 11 maanden bedroeg ongeveer 2,79 miljard yuan (NTD, hetzelfde hieronder), nog steeds een jaarlijkse stijging van 22,78 procent, waarvan de winst per aandeel voor de eerste drie kwartalen ongeveer 1,53 yuan bedroeg. Geschat wordt dat de jaaromzet zal dalen met bijna 3 miljard yuan, wat een nieuw hoogtepunt kan zijn in de afgelopen 4-6 jaar, en EPS heeft ook de mogelijkheid om het nieuwe record van de bandwinst in de afgelopen 7 jaar of meer dan 10 jaar.
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.
Op dit moment heeft Hongqi producten uit de MiniLED-serie gelanceerd voor de twee belangrijkste toepassingen van display en achtergrondverlichting, waaronder 4 in 1 Mini LED, Local dimming Mini LED (regionaal dimmen) enzovoort. MiniLED zal in 2021 minder dan 5 procent van de totale omzet vertegenwoordigen. Naar verwachting zal in 2022 de veelvouden toenemen.
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.
