TPK-KY Q3 shipments of small-size products under 7 inches in the third quarter increased by 86% quarter-over-quarter, mainly due to the launch of a new machine and boosted the proportion of small-size revenue to 51% from 36% in the second quarter, The proportion of customers rose from 51% in the second quarter to 68%, indicating that the new Apple iPhone pull machine contribute significantly to the TPK.
TPK-KY took the lead in announcing October revenue of 10.076 billion yuan, a 5.6% decrease from September. However, due to the shipment of new iPhones, TPK has been operating at a level of 10 billion yuan for three consecutive months since August . The company believes that the new machine is expected to continue the fermentation effect, 11,12 months of operation and the difference will not be too large in October, due to another new product launch volume production late, delivery time late, this wave of goods kinetic energy Even have the opportunity to continue until the first quarter of next year.
The recent 8-inch silicon wafer (Wafer) by the emerging applications increased, including the Internet of things, automotive, industrial control, fingerprinting and so on, the demand side continued to expand, Taisho Branch shipments in short supply, offer rise, Taisheng Branch this year, Soaring.
Benefit from the semiconductor silicon wafer industry boom rebounded, Taishengke revenue in September was 1.107 billion yuan, an increase of 20.63%, the first 9 months of revenue reached 9.39 billion yuan, an increase of 17.59%, dazzling performance, the industry that In the continued demand tight silicon wafer situation, the future is still taking Yang Yang offer space, 8-inch silicon wafer price increases next year may be greater than 12-inch silicon.