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 prihod za prvih 11 mjeseci iznosio je približno 2,79 milijardi juana (NTD, isto u nastavku), i dalje godišnji porast od 22,78 posto, od čega je zarada po dionici za prva tri kvartala bila približno 1,53 juana. Procjenjuje se da će godišnji prihod pasti blizu 3 milijarde juana, što bi mogao biti novi maksimum u posljednjih 4-6 godina, a EPS također ima priliku osporiti novi maksimum profita benda u posljednjih 7 godina ili više od 10 godina.
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, Hongqi je lansirao MiniLED seriju proizvoda za dvije glavne primjene displeja i pozadinskog osvjetljenja, uključujući 4 u 1 Mini LED, Local dimming Mini LED (regionalno zatamnjenje) i tako dalje. MiniLED će činiti manje od 5 posto ukupnog prihoda u 2021. Očekuje se da bi se 2022. godine višestruki mogli povećati.
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.