In the second half of the year, Apple will launch three new iPhones in one breath, and the non-Ping camp will also launch a new machine to compete. Among them, the mainland mobile phone factory Huawei, OPPO, Vivo, Xiaomi and other new machines will be launched in the second half of the year, will upgrade hardware. For the spindle, including the faster mobile phone chip, equipped with high-capacity DRAM of more than 3GB, and the panel design with full screen and narrow bezel, and in order to reduce the amount of chip to create thin and light features, the mainland mobile phone factory will also fully adopt the TDDI solution. .
In fact, the TDDI solution has been launched last year, but at that time, the mobile phone factory's willingness to adopt is generally not high. One of the reasons is that the cost of TDDI is too high and will lead to an increase in the cost of mobile phones. The second reason is that the panel touch function after TDDI is obviously insufficient. Smooth. But this year, mobile phones equipped with full screen and narrow bezel panels are the mainstream of the market. In the case of significantly reduced TDDI costs and improved track smoothness, mobile phone factories naturally prefer to adopt TDDI solutions, and also let the second half TDDI is the new favorite in the mobile phone panel driver IC market.
In the case of Huawei, OPPO, Vivo and other mainland mobile phone manufacturers released TDDI orders, including panel driver ICs such as United Technologies, Duntai, Wonderland and Synaptics, shipments grew rapidly in the second half of the year. Shan State and Nanmao, which have sealed orders in the latter part of TDDI, benefited directly. Not only was the order received before the end of the year, but the test capacity was still in short supply.
According to the industry, as the delivery time of TDDI test equipment is extended to 10 months, it is almost impossible to effectively expand the TDDI test capacity in the second half of the year, but the upstream customers receive orders and the orders for OEMs are continuously released, so the TDDI test capacity will be in the second half of the year. It will be seriously inadequate. Shan State and Nanmao have successfully upgraded the third quarter TDDI hourly test price by 5~10%. It is expected that the fourth quarter will be further increased by 5~10%.
Shan State’s revenue this year will no longer convert the mainland to invest in the middle of the revenue, but the combined revenue jumped to 1.604 billion yuan in June, which was better than expected. The second quarter consolidated revenue season increased by 10.5% to 4.253 billion yuan. The legal person is optimistic about 3. In the case of price increase effect and full order, the third quarter revenue is expected to reach a new high.
Although Nanmao is not ideal in the storage and testing of orders, the driver IC and TDDI have strong orders for sealing and testing. The capacity utilization rate will remain fully loaded before the end of the year. The consolidated revenue in June will be 1.55 billion yuan, creating 14 months of monthly revenue. New high, the second quarter of the combined revenue season increased by 12.0% to 4.492 billion yuan, the legal person optimistic about the third quarter revenue will increase by more than 10%.