LED-driven IC factory accumulates the order of Mini-LED module, the supply chain spreads out, and successfully takes the order of Samsung LED TV, and adopts the huge transfer technology of accumulation development. It is expected that the output will begin in the fourth quarter of 2019. At that time, the shipment volume will be expected to account for about 20% of the overall level. In the second half of 2020, micro-LED product line will relay and seize the opportunity of LED display technology.
Mini LED has become a new darling of display technology in the past two years. Samsung has taken the lead in introducing it into cinema screens. The mainland smart phone brand in China has also expressed its willingness to adopt Mini LED technology. After years of layouts, major technology manufacturers have finally had the opportunity to start announcing their performance in 2019.
As the supply chain spreads, Samsung's LED TV has already won a large order. It is expected that the fourth quarter of 2019 will start to produce large quantities of products. By then, a huge amount of transfer technology will be used to supply Mini LED modules to Samsung. It is expected that by then, the shipment volume will be significantly increased, accounting for 20% of the relevant LED shipments.
It is understood that the huge transfer yield of the accumulated Mini LED is expected to reach 99.9% in the first half of 2019, and the accumulated Mini LED display screen has been shown at the previous European professional audio-visual exhibition (ISE), demonstrating its leading position in related technology.
In fact, Samsung has cooperated with the LED-driven IC market for a long time. Samsung has previously entered the supply chain of Samsung's LED cinema through the LED-driven IC. With Samsung's expanding global layout, the volume of shipments has grown steadily from the second half of 2018, and the relevant orders in 2019 are not underestimated.
Accumulation announcement of March 2019 revenue amounted to 263 million yuan (NT$, the same below), compared with the same period in 2018, a significant growth of 32.1%, led to the first quarter of consolidated revenue season increased by 81% to 693 million yuan, rewriting a record high in the same period in history, in the off-season to pay a modest report card.
The legal person said that in the first quarter of 2019, Mini LED backlight module driver IC has been shipped, and began to gradually contribute to the performance. After entering the second quarter, with the Tokyo Olympic pull demand in 2020 and the supply chain gradually starting to replenish inventory demand, the performance of the second quarter is expected to rise to a higher level.
The legal person pointed out that with the addition of Samsung LED TV orders in the second half of the year, new products added to the performance of the new force, and driven by the peak season of high-order and small-spacing LED-driven IC, it is expected that the aggregate gross margin and profit will be significantly better than the performance of 2018. Accumulation does not comment on the estimated financial position of legal persons.