Huatong announced its revenue on the 6th, with revenue of NT$17.865bn (the same below) in the first five months of the year, which was still 1.76% lower than the same period of last year.
For Apple's new generation of mobile phone boards, the industry pointed out that Huatong has not received a production order until today, and its fastest time to volume production is estimated to be in late June. Therefore, Huatong’s revenue in May was analyzed mainly by China. Mainland China millet, Huawei, OPPO, Vivo and other mobile phone brand assembly plant support. Huatong was bought in the first quarter of this year, the overall mobile phone market cooling, and the US Department of large customer inventories under the severe influence of single-quarter revenue of 10.93 billion yuan, Mao The interest rate was 14.3%, which was 13.1% higher than the same period of last year. The net profit after tax was 482 million yuan. The net profit per share was 0.4 yuan, and the annual increase was 20.9%.
The industry estimates that Huatong's capacity expansion this year is mainly based on the Chongqing plant HDI and Huizhou precision soft and hard composite panels, of which the Chongqing plant area has now completed the expansion of high-end HDI production capacity of about 8-100,000 square feet, which is expected to meet the American customer tradition Demand outside the peak season also increases the elasticity of supply of future Chinese orders.
As for the soft and hard composite panels, the industry estimates that Huatong will increase its production capacity by approximately 20-30% this year. The focus is on upgrading the battery management modules, wireless headsets, and lens modules of Chinese customers in the US in the first half of this year. Due to the sluggish sales of US-based customers' mobile phones, the utilization rate of production capacity is low. It is expected that the effect of order warming will appear from June onwards, but it still depends on the status of the client's delivery.