Thanks to the success of the driver IC layout, the performance of the third quarter of the company and the company reached a record high, and both companies are optimistic that the integration of touch and driver IC (TDDI) shipments continues to increase.
The demand for panel driver ICs was strong, and the combined revenue in September reached NT$5.614 billion (the same unit), rewriting the new record of 5.59 billion yuan in May. Accumulated third quarter revenue of 16.594 billion yuan, in line with the company's high standard of 1.61-16.7 billion yuan, and a record high. The cumulative revenue from January to September was 47.846 billion yuan, a record high for the same period of the previous year.
Wang Shouren, general manager of the company, pointed out that although the sales of large-size TDDI are weak, the shipment of small-size TDDI is good. The cumulative shipments in the first half of the year exceeded 100 million. It is estimated that the third quarter will increase from 60 million in the previous quarter. . And optimistic about the adoption of various specifications of HD and FHD for TDDI, the market penetration rate is expected to exceed 30%.
In addition, for the AMOLED driver IC part, Wang Shouren expects that the fourth quarter will be stimulated by 5G mobile phone and mainland panel production capacity, especially the demand for FHD and above is expected to increase the shipment of AMOLED driver ICs and promote the return of growth.
High-speed interface transmission IC spectrum Rui September revenue of 1.083 billion yuan, a monthly decrease of 0.44%, an annual increase of 4.15%; third quarter revenue of 3.165 billion yuan, a quarter increase of 12.23%, an annual increase of 20.8%, also a single season new high, up The company's financial test is high. Accumulated from January to September, 8.878 billion yuan, an increase of 22.54%, a new high in the same period of history.
Zhao Jie, the chairman of the board of directors, said that the market has increased the adoption of high-speed transmission products. Spectrum has entered the client with the strategy of binding timing controller (TCON) and source driver IC (Source Driver IC) to promote TDDI shipments. Quite optimistic that the second half of the year is growing.
As the main supplier of Apple TCON, Spectrum is used in 7-17-inch screens, covering iPad and Macbook. The market recently announced that Apple will push the new MacBook Pro and iPad Pro in October, which will help the market. Performance.