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.
Kumulativni prihodki v prvih 11 mesecih so znašali približno 2,79 milijarde juanov (NTD, enako spodaj), kar je še vedno letno povečanje za 22,78 odstotka, od tega je dobiček na delnico v prvih treh četrtletjih znašal približno 1,53 juana. Ocenjuje se, da bo letni prihodek padel blizu 3 milijard juanov, kar je lahko nova najvišja vrednost v zadnjih 4-6 letih, EPS pa ima tudi priložnost izpodbijati novi najvišji dobiček skupine v zadnjih 7 letih ali več kot 10 let.
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.
Trenutno je Hongqi lansiral izdelke serije MiniLED za dve glavni aplikaciji zaslona in osvetlitve ozadja, vključno s 4 v 1 Mini LED, lokalnim zatemnitvijo Mini LED (regionalno zatemnitev) in tako naprej. MiniLED bo v letu 2021 predstavljal manj kot 5 odstotkov skupnih prihodkov. Pričakuje se, da se leta 2022 lahko večkratniki povečajo.
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.
