Dun Tai TDDI chip shipments by 50% Q4 revenue is expected to buck the trend

Drive and touch chip manufacturers to launch integrated drive and touch functionality TDD chip victory, including Huawei, ZTE, OPPO, VIVO, millet and other top ten mobile phone factory in mainland China all adopted, to this end, the fourth quarter single Month TDDI shipments can be estimated to reach 3 million, quarter by 50%, and led the fourth quarter revenue is expected to buck the trend in the first quarter of next year, shipments is reached 4.5 million, 50%, the first quarter revenue is optimistic.

TD-TDDI chips shipped in heavy volume, since June revenue growth momentum to reproduce, and even in the third quarter suffered a shortage of small panel supply, but the overall third-quarter operating results in line with expectations, especially with TDDI chip official heavy volume shipments , Single-month shipments reached 200 million, and help the third quarter gross profit margin is to return to two percent of the mark. pps272

After entering the fourth quarter, although the small panel side is still tight supply pressure, but the Thai-chip in the TDDI side, repeatedly heard the news received orders, in particular, has been identified to include ZTE, Huawei, millet, OPPO, VIVO, etc. China’s top ten mobile phone factory orders in hand, in this injection, the fourth quarter of Dunhua TDDI single-chip shipments will reach 3 million, compared with the third quarter of the month of 200 million, quarter by five percent.

In addition, in response to the Lunar New Year next year’s procurement season demand, Dunt is currently the first quarter orders are almost all in place, the first quarter of next year, TDDI chip monthly orders has reached 4.5 million, compared with the fourth quarter of this year, , With considerable growth, to the second quarter of next year, shipments are expected to continue to climb up to 700 million, quarterly more than 55%. lm2936mp-5.0/nopb

In other words, with the high price and high margin of the TDDI chip shipments are showing quarterly growth rate of more than 50%, Dunnet fourth quarter, next year’s first quarter and next year’s second-quarter revenue is quite visible, Gross margin will be 20% mark for the bottom line, a significant quarterly upward climb.

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