The industry is concerned about the reasons for the steady decline in revenue forecast for the third quarter, whether there are too many stocks of Apple VCSELs, or changes in competitors and processes. The response from the stable management layer is that all product shipments are forecast to decline, mainly The customer adjusted the inventory, and the demand from the customer was weak. The third season is in the middle of the new and old machine, 3D sensing shipments will be less than the previous season, the fourth season is not clear.
The company pointed out that since last year's 3D sensing was concentrated in the last quarter of shipment, the stable production capacity was very tight, so that the customer made some distribution actions earlier this year, so the inventory adjustment in the second quarter was carried out, affecting the third quarter. Order.
Steady consolidated revenue for the second quarter was NT$4.567 billion, up 2% from the previous quarter and 20% from the same period last year. The combined net profit after tax in the second quarter was NT$905 million, an increase of 24% from the previous quarter. Compared with the same period of last year, it increased by 24%. The gross profit margin of the single quarter was 32.4%, which was 1.7 percentage points lower than that of the previous quarter. However, due to the foreign exchange gains of 176 million yuan, the EPS of the second quarter was 2.16 yuan, which was better than the same period last year. The accumulated EPS is 3.9 yuan, which is also better than the same period last year.