The mainland's "11" holiday is coming soon. For the long-term pulling effect, Dunnan is conservative. It points out that the separated components belong to the upstream of the supply chain. The customers pull the goods more in August, but the performance in August is more than that in July. The decline also indicates that the overall economic environment is indeed not good. At present, it seems that the third quarter revenue is quite difficult to be equal to the second quarter, and the chance of a small decline is greater.
Regarding the performance of the third quarter of each product line, Dunnan pointed out that it is still the best performance of ambient light source and distance sensing IC. In addition, the separation of components, 6-inch fabs and other conditions are weak, the rate of mining is only 50% up and down. Dunnan admits that in the case of separate components, the third quarter has lost the Olympic effect, LED TV related shipments appear to be relatively dull, and NB, PC performance in the third quarter is not ideal, it is estimated that this part of the revenue is relatively difficult 2 seasons slipped.
For the fourth quarter of operation, Dunnan said that the fourth season is a traditional off-season, so it is conservative. However, in the same period last year, due to the big environment, the revenue in the fourth quarter was about 20%, and it is estimated that there will be little chance of a sharp decline this year.
In the first half of the year, Dunnan's product portfolio accounted for 51% of the discrete components, IC products (including power management AC / DC, DC / DC, DC / AC, and ambient light source and distance applied to tablet computers and smart phones) Sensing ICs accounted for 26%, system modules (including contact image sensor CIS and power modules for indoor LED lighting) accounted for 17%, and 6-inch wafers accounted for 6%.
Regarding the performance of the third quarter of each product line, Dunnan pointed out that it is still the best performance of ambient light source and distance sensing IC. In addition, the separation of components, 6-inch fabs and other conditions are weak, the rate of mining is only 50% up and down. Dunnan admits that in the case of separate components, the third quarter has lost the Olympic effect, LED TV related shipments appear to be relatively dull, and NB, PC performance in the third quarter is not ideal, it is estimated that this part of the revenue is relatively difficult 2 seasons slipped.
For the fourth quarter of operation, Dunnan said that the fourth season is a traditional off-season, so it is conservative. However, in the same period last year, due to the big environment, the revenue in the fourth quarter was about 20%, and it is estimated that there will be little chance of a sharp decline this year.
In the first half of the year, Dunnan's product portfolio accounted for 51% of the discrete components, IC products (including power management AC / DC, DC / DC, DC / AC, and ambient light source and distance applied to tablet computers and smart phones) Sensing ICs accounted for 26%, system modules (including contact image sensor CIS and power modules for indoor LED lighting) accounted for 17%, and 6-inch wafers accounted for 6%.
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Hunan Furui Mechanical and Electrical Equipment Manufacturing Co., Ltd. , https://www.thresher.nl