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Yield improvement, shipment volume GIS August revenue will have a new breakthrough
Release time：
2018-08-30
Apple's new iPhone supply chain started in July. TPK-KY has a higher yield and a larger shipment volume. As a result, its revenue jumped sharply in July, surpassing GIS-KY for the first time this year.
Yecheng's yield improved in August, and it was released in August that it will increase shipments and increase the revenue growth rate by 50% to 60%. It is expected to surpass Guohong.
Ye Cheng said that he would not comment on a single product. The company is optimistic about the operation in the second half of the year. After August, the new products will be heavy. The third quarter revenue will grow month by month. The operating peak will fall in October and November. Overall, the operating bottom of this year has passed, and the operating performance in the second half will be carried out. Will be better than the first half.
The rumored Apple this year, the new iPhone has two OLED panel models and one LCD panel model. The OLED panel model began mass production in July, and the touch-and-double is still a supplier of 3D pressure sensors. The LCD models are put into production in July and released in August. Touch-based monitors provide external touch panels. Fit service. LCD models account for more than half of the iPhone's new machine sales, and the market expects growth momentum to be stronger after August.
The touch-sensitive male 6.1-inch LCD version of the iPhone plug-in touch panel was trial-produced at the end of June. The production yield of Yuhong increased rapidly, outperforming the peers, and boosted the strong rebound in July revenue. In July, Shunhong's self-integration and revenue surged to NT$9.306 billion, an increase of 56.5% from the previous month. It was also the first monthly revenue this year. The industry's self-sufficiency revenue in July was 8.04 billion yuan, an increase of 6.08% from the previous month.
The output of the foreign industry has improved in August, and the iPhone's external touch panel has grown substantially. The market expects the monthly revenue growth rate to be 50% to 60% in August, and the monthly revenue will exceed the NT$10 billion mark. The legal person estimates that the next operation of Yecheng is still a trend of rising month by month. The third quarter is expected to grow by 40% to 50% compared with the previous quarter. This quarter's revenue will challenge RMB 33 billion to RMB 35 billion.
The new iPhone has a high unit price, but the profit of the new product is worse than that of the old model （3D pressure sensor）. Yuhong expects the operating profit rate in the third quarter to be estimated to be about 1-2%. As a result of the competition, the price and profit are relatively poor. The company managed to improve its profitability and efficiency and improve its profitability. Ye Cheng said that the gross profit margin performance of the new machine should still observe the production yield and shipment scale. The company will continue to increase the yield and strive to increase profits.
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