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.
Los ingresos acumulados durante los primeros 11 meses fueron de aproximadamente 2790 millones de yuanes (NTD, lo mismo a continuación), lo que representa un aumento anual del 22,78 por ciento, de los cuales las ganancias por acción de los primeros tres trimestres fueron de aproximadamente 1,53 yuanes. Se estima que los ingresos anuales caerán cerca de los 3 mil millones de yuanes, lo que puede ser un nuevo máximo en los últimos 4 a 6 años, y EPS también tiene la oportunidad de desafiar el nuevo máximo de ganancias de la banda en los últimos 7 años o más de 10 años.
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.
En la actualidad, Hongqi ha lanzado productos de la serie MiniLED para las dos principales aplicaciones de pantalla y retroiluminación, que incluyen Mini LED 4 en 1, Mini LED de atenuación local (atenuación regional), etc. MiniLED representará menos del 5 por ciento de los ingresos totales en 2021. Se espera que en 2022, los múltiplos puedan aumentar.
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.
