Accumulated Q2 operating performance is strong in the second half of the limited increase

[High-tech LED News] LED driver station plant accumulation (3527) May revenue of 162 million Taiwan dollars, a monthly reduction of 10.4%, cumulative 1- to 5-month revenue of 730 million yuan, an annual increase of 3.4%. Q2 revenue has reached 342 million yuan, approaching Q1's 390 million yuan level.

The accumulation is optimistic that the operation will continue upwards in the second half of the year, and the market believes that the accumulation of Q2 revenue can successfully reach the target of 30% increase in the quarter, and the water level in May can be maintained in June. However, due to the limited visibility of the overall economy, the growth rate in the second half of the year is still conservative.

The accumulation of Q2's operational performance is strong, mainly driven by two major products, one is high-end display IC chip (PWM IC), and the other is non-display architectural lighting IC, both Q2 shipments have doubled growth rate , pushed up Q2 revenues.

In addition to the growth of existing IC shipments in the display, the previous shipment of PWM ICs with controllers is continuing to strengthen. Q2 accounts for 10% of the total shipments, and shipments will continue to be strong in the second half of the year. Shipments are expected to grow quarter by quarter, and shipments in a single season will challenge 20-30%.

In the non-display screen, the accumulation shows that the architectural lighting IC has the strongest shipping force, and the overall non-display IC accounted for 10% of the revenue in April, and the proportion is expected to continue to grow.

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