Observing the performance of three gallium arsenide gallium generators in March, Aojieke performed relatively prominently. The single camp recovered a total of NT$188 million, reaching a new record high in 21 months, with a monthly growth rate of 45.61% and an annual growth rate of 21.79%. The first quarter revenue was positive growth, the cumulative first quarter revenue was 464 million yuan, an increase of 5.47%.
Acerco benefited from the needs of mobile phone customers, and the company actively sent sample-certified VCSEL products. It is expected that this year's operation will break away from last year's trough and return to growth track.
Last year, the steady performance of paying brilliant results continued to show growth momentum this year. In March, revenue rose back to normal with the number of working days to 1.442 billion yuan, 3.86% per month, an annual increase of 22.07%, and total revenue for the first quarter was 4.464 billion yuan. The quarterly decrease of 19.9% was slightly better than the previously expected quarterly decrease of 20-25%, and the annual growth rate was 36.4%.
Looking forward to the second quarter, Steady Spokesman Tsung Chau said that the transparency of the current second quarter is not yet complete. It is still necessary to understand the orders in succession. It seems that the order status is still normal. According to past practice, the supply chain is usually from the 2 season began to gradually warm up.
The industry continues to be optimistic about this year's penetration of 3D sensing in smart phone penetration and the introduction of 5G applications. With the addition of new capacity in the second half of the year, it will steadily increase the growth of operations.
In the first quarter of the three new products of gallium arsenide, the orders for new optical communication products were better than expected, pushing up the single-quarter revenue to 563 million yuan, an increase of 14.13% year-on-year. However, in March, apparent growth was slightly weaker. The monthly revenue was 178 million yuan, which was similar to that in February, with a slight increase of 2.4%, but a year-on-year decrease of 9.72%.
At present, among Taiwan's gallium arsenide industry, only the foundry firm has secured an apple certification. The main supplier of Apple VCSELs is the upstream epitaxial plant IQE and the wafer factory Lumentum. The epitaxial plant in Taiwan's upper reaches has been sampling since last year. Lumentum certified, hoping to break into the Lumentum supply chain, and order Apple's orders with IQE.
Whether or not VCSEL products pass the certification will be the main focus of observation.