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Apple pushes new products, the main supplier, Spectrum, climbed a 7-month high in August

High-speed transmission IC factory Spectrum released the August consolidated revenue of NT$1,089 million (the same unit), with a monthly increase of 9.63%, an annual increase of 15.21%, writing a new high of nearly 7 months; cumulative total revenue of the previous August was 7.795 billion yuan , an increase of 25.62%.

Looking forward to the third quarter, Spectrum expects the combined revenue to fall from US$95 million to US$105 million, a quarterly increase of 4.74-15.78%.

Zhao Jie, the chairman of the board of directors, said that the market has adopted a high-speed transmission product adoption. Spectrum uses the strategy of binding timing controller (TCON) and source driver IC (Source Driver IC) to break into the client, so it is expected to promote display and touch. Controlled integrated IC shipments climbed higher, and it is quite optimistic that the second half will be better than the first half.

In the past, Spectrum has been the main supplier of Apple TCON. The products cover iPad Pro and Macbook Pro. The application range is 7-17 inches. With the new products coming soon, the market will help the revenue growth of the company.

In addition, Zhao Jie pointed out that the first generation of Mini LED of Mini LED has entered mass production, and the current technology is updated to the second generation, which is quite confident in the technology leadership. The market expects that the top five computer brands in the world, such as Lenovo and Dell, are all customers of Spectrum, with the market demand for e-sports going to high screen refresh rate, plus the demand for data transmission in Shanghai. In the future, Mini LED will enter the high-speed growth period and will become revenue. A big kinetic energy.

In terms of high-speed transmission ICs, it is understood that Spectrum will enter SuperWei and Intel's PCIe Gen4 Retimer chip for continuous verification. It is expected to be mass-produced in a few seasons. The company is also working on the development of PCIe Gen5 products, and hopes to open the gap with the industry as soon as possible. .