Since joining the TDDI market in the second half of last year, the company has actively promoted to customers and successfully launched a red plate in the fourth quarter of last year. The shipments in the first quarter reached 10 million sets, and the second quarter of this year has reached 10 million sets per month. The legal person pointed out that in the second quarter of this year, the company successfully won TDDI orders for flagship models such as OPPO, Vivo and Xiaomi. It is expected that TDDI shipments in the previous season will exceed 30 million sets.
Not only that, the legal person said that the joint TDDI has also entered the Huawei supply chain, and is expected to enter the stocking phase in the third quarter of this year, and will have the opportunity to push up the TDDI monthly shipments to grow again. Opportunity to challenge 40 million sets of standards.
In addition, since the second half of last year, the price of TV panels has been continuously lowered, but it has gradually bottomed out in the second quarter of this year. In addition, the third season of stocking season is coming, the supply chain said that the system plant has begun to gradually increase the strength of pulling goods. It is expected to reach the peak of this year's cargo pull in the third quarter, which will bring the shipment of the TVS and the large-size driver ICs to the market.
In fact, smartphones are moving towards narrow borders or borderless designs. Therefore, TDDI import is imperative. This year, the flagship machine of the non-Ping camp is almost all introduced into the TDDI specification. However, due to the tight production capacity of the foundry, the company also faces Out of stock problem, but due to the full support of the foundry, the out-of-stock situation is already a relatively minor ethnic group in the industry, and the company is actively seeking more capacity, hoping that TDDI will be able to supply smoothly in the second half of the year.
In the first five months of this year, the consolidated revenue was 19.207 billion yuan, an increase of 1.92%, the third highest in the same period of history. The legal person believes that the June revenue will have the opportunity to maintain the high-end water level of about 4.566 billion yuan in May. In the second quarter, the combined revenues grew by double digits compared with the previous quarter, and in the third quarter of this year, they also owned TDDI. The TV products have dual kinetic energy. This quarter's revenue is expected to be better than the second quarter. Financial figures.