Jiwei network news, Duntai Electronics announced that its consolidated operating income in November 2018 was NT$696 million. It was affected by the traditional off-season, and the impact of the Sino-US trade war on customers' willingness to buy goods slowed down, resulting in monthly revenue. Monthly decrease of 16.47%.
At the same time, under the industry trend of converting external touch panels to in-cell solutions, the production capacity of the IDC product line integrating touch panel driver ICs (TDDI) is still limited. A decrease of 29.38% over the same period last year.
It can be said that the shipment performance of Duntai's products in November showed an overall decline compared with October. IDC's inventory is almost exhausted, and the supply of new foundry capacity is limited. At the same time, new versions of products are also required. Time verification will affect the number of shipments.
Previously, Duntai was affected by the wafer foundry capacity constraints, so that Duntai's IDC shipments in the third quarter failed to play the peak season effect, which was only comparable to the second quarter. For traditional TP chips and DDIC chips, although due to The market demand for traditional plug-in panels declined and fell, but shipments were stronger than expected, resulting in overall revenue of NT$2.53 billion in the third quarter, down 7.4% quarter-on-quarter, and a single-quarter net profit of NT$76.215 million, down 4.6% quarter-on-quarter. A decrease of 43.3%.
In addition, TP and LCD driver IC products both declined due to the traditional off-season and the conservative demand from customers. Duntai's cumulative revenue in the first 11 months of this year was NT$9.406 billion, a slight decrease of 5.71% over the same period last year. (Proofreading/Kapok)