Da Yi Technology's consolidated revenue for the third quarter was 997 million yuan (NTD, the same below), up 6.86% from the previous quarter, the best result in the single season this year; Da Yi estimated that the net profit after tax in the third quarter will be reduced It is about 40 million yuan. Looking forward to the market outlook, Da Yi said frankly that the fourth season is the low season of traditional industries. It is estimated that the monthly revenue and profit will decline. However, the decline should not be too large compared with previous years, and the revenue reduction will be around 10%. .
Da Yi said that the global economy has been poor this year. Most of the chip resistor customers in this year are actively involved in mobile phones and tablets. However, although the demand is not strong, but due to the good industrial order, this year's chip resistor price environment is relatively good, the third quarter price performance is stable, it is estimated that the fourth quarter off-season will only drop 1% to 3%.
Compared with the flatness of the chip resistor, Dayi's new LED heat sink substrate has a good performance. It is understood that Da Yi LED heat sink substrate has successfully entered the camera flash for mobile phones, and LED lighting products, the monthly shipments have stood firm 5 to 70,000, and the revenue contribution is 15 million yuan, accounting for The company's revenue share is 5%.
In fact, Da Yi orders have the opportunity to continue to enlarge, but in the past few months, due to insufficient capacity in the middle process, the products could not be shipped smoothly. The goal of LED heat sinks accounting for 10% of the revenue in the third quarter could not be achieved. It is reported that Da Yi has completed the installation of the new machine in October, and the relevant revenue in the fourth quarter has the opportunity to rise again.
Da Yi expects that the chip resistor market will not grow much in the growth of PC and NB electronic consumer products next year, and will remain stable throughout the year. However, the addition of Da Yi LED heat sink substrate will have the opportunity to become its new growth momentum next year.
Da Yi said that the global economy has been poor this year. Most of the chip resistor customers in this year are actively involved in mobile phones and tablets. However, although the demand is not strong, but due to the good industrial order, this year's chip resistor price environment is relatively good, the third quarter price performance is stable, it is estimated that the fourth quarter off-season will only drop 1% to 3%.
Compared with the flatness of the chip resistor, Dayi's new LED heat sink substrate has a good performance. It is understood that Da Yi LED heat sink substrate has successfully entered the camera flash for mobile phones, and LED lighting products, the monthly shipments have stood firm 5 to 70,000, and the revenue contribution is 15 million yuan, accounting for The company's revenue share is 5%.
In fact, Da Yi orders have the opportunity to continue to enlarge, but in the past few months, due to insufficient capacity in the middle process, the products could not be shipped smoothly. The goal of LED heat sinks accounting for 10% of the revenue in the third quarter could not be achieved. It is reported that Da Yi has completed the installation of the new machine in October, and the relevant revenue in the fourth quarter has the opportunity to rise again.
Da Yi expects that the chip resistor market will not grow much in the growth of PC and NB electronic consumer products next year, and will remain stable throughout the year. However, the addition of Da Yi LED heat sink substrate will have the opportunity to become its new growth momentum next year.
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