Panel prices have risen significantly since the third quarter and are still rising. Panel manufacturers Au, Qunchuang and Caijing are optimistic that the industry boom will continue until the first half of next year.

Au: Optimistic about panel demand in the first half of next year

The general manager of AU and The general manager of Qunchuang Yang zhuxiang jointly attended the Taiwan Medical Technology Exhibition today. Ke expressed his optimism that the prosperity of the panel industry is expected to last until the first half of next year.

Ke furen said that customers placed strong orders, but due to the shortage of components, the production capacity still cannot meet customer demand. Looking forward to next year, due to the changes in lifestyle caused by the epidemic, the long-distance business opportunities and residential economy are expected to continue to ferment. With the booming medical biotechnology industry, the demand for display panels is also expected to increase, and the demand for panels in the first half of next year is optimistic.

In addition, he believes that in addition to the new demands brought by the epidemic, 5G communication-related products will continue to increase in temperature next year, and it is expected that displays will become the main interface for man-machine communication.

Qichuang: the first quarter of next year is still very prosperous

In the first half of next year, Yang Zhuxiang said that the epidemic has given rise to a fever in the homebound economy, with online trade and long-distance teaching becoming the normal state. The fever in the switch game console, Chrombook and other homebound economic commodities, and the shortage of panel components and chasing after goods and materials, is expected to be very prosperous in the first quarter of next year.

He observed the outbreak era, the human food clothing lines appear new appearance, maintain social distance between people is also may become the norm, policy guidance and regulations innovation, open data, cross-domain dialogue, biomedical, information communication, artificial intelligence (AI) industry consolidation is a new trend, optimistic about Taiwan's ict and AI, to create the future of new biomedical industry.

In addition, in order to enjoy the benefits of RCEP tariffs, Qunchuang has assessed to set up a factory in Vietnam, but has no specific plan at present.

Crystal: the demand has seen the first half of next year

Small and medium-sized panel factory Caijing (6116) held a meeting today (3), vice general manager Wu Xuhe said that the fourth quarter production capacity has not changed, even now to see the first quarter of next year is not able to meet customer demand, the tablet, laptop and other IT products demand has seen the first half of next year.

In the first three quarters of this year, caijing's revenue reached 12.51 billion yuan, up 6% year on year. After-tax net profit: 1.07 billion yuan, up 33% year on year; Net profit per share was 0.34 yuan, up from 0.26 yuan in the same period last year.

In the third quarter, the gross profit margin of Caijing was as high as 37 percent. However, the profit margin was about 24.5 percent after the restoration, which was still far better than the 10 percent of Shuanghu. The company noted that panel production in most of its product lines has been tight since last quarter, leading to higher prices. Combined with the company's ongoing product portfolio adjustments, the average selling price for shipments rose to $40 in the third quarter, up 38 percent from the previous quarter.

According to the legal person, the revenue of Caijing in October reached 2.08 billion yuan, which is the highest in two-and-a-half years. However, the recent panel demand is still strong, and it is expected that the revenue of Caijing in November and December will still maintain the same level and even have the opportunity to increase slightly.

In the third quarter, IT products of medium size, such as tablets and laptops, accounted for the highest proportion (43%), while smart phones accounted for 22%, wearable 11%, industrial control 10%, feature phones 9% and automotive 5%. Looking ahead to the fourth quarter, IT of medium size is expected to rise to 56%, while other parts are being squeezed out, with smartphones down to 14%, wearables down to 3% as the third quarter is over, and industrial control and vehicle usage remain the same proportion as the previous quarter.

In addition to the industry positive, color Crystal will also be listed in the fourth quarter sales outside the factory revenue of 770 million yuan, the profit will be further boosted.

However, in the shortage of materials, the color crystal said, power management chip, active components are the most tense, polarizing board manufacturers also think the fourth quarter will be more tight, glass is part of the generation of supply will have concerns, will be the next year to pay special attention to the place, also continue to actively contact with suppliers.

Looking forward to the future, color crystal is optimistic about wear, car and industrial control and other three growth momentum. Caijing said that wearables benefit from health and medical applications and will continue to work on wearables due to the increased demand for communication functions. Currently, the vehicle-mounted part has a production line for daily factory customers. The second industry will be put into production after the customer certification, which is expected to be obtained in the second quarter of next year. As for the development of new generation technology, Caijing has set up a team to plan the development direction of Mini LED and Micro LED in terms of equipment, materials and manufacturing process, etc. At present, there are also prototypes to be developed, hoping to find the most favorable investment and cutting direction. (Economic Times)