Taiwan's Guangbao Branch benefited from camera modules and LED lighting, and the consolidated revenue in the second quarter of this year will continue to grow. Nomura Securities pointed out that it is estimated that Guangbao's consolidated revenue in May will be about the same as that in March and April (162-164 billion yuan). In June, it will see significant growth due to the launch of new products. The overall second quarter combined revenue It is expected to grow by 7 to 9% compared with the previous quarter of 46.768 billion yuan (NTD, the same below). 50Hz To 60Hz Frequency Transformer,Audio Output Transformer,High End Audio Output Transformers,Toroidal Transformer Audio IHUA INDUSTRIES CO.,LTD. , https://www.ihua-magnetics.com
This year's main battalion sports can come from camera modules and LED lighting. With the increasing demand for high-definition camera lenses in the mainland market, the company's OIS lens new products will begin shipping in June, and the future will also be Opportunity will continue to be adopted by other major manufacturers, so Guangbao's total revenue of camera modules this year is expected to increase by 15%; and as LED lighting prices continue to decline to sweet spots, market demand continues to expand, it is estimated that Lite-On this year LED lighting Revenue will also increase by 15% annually.
Overall, although the company's camera modules and LED lighting business performance is bright, but considering the PC industry continues to decline, and about 40% of Guangbao's revenue comes from the industry-related products, so the total treasure this year The consolidated revenue is still estimated to be about the same as last year's 216.047 billion yuan, but due to improved product structure, net profit after tax is expected to grow slightly from last year's 7.535 billion yuan. 