In the early morning of September 13, Beijing time, Apple released three new models, iPhone XS, iPhone XS Max and iPhone XR. TPK-KY will benefit from the operation in the second half of the year.
In June, the consolidated revenue of Shunhong returned to over 10 billion yuan, reaching 11.574 billion yuan, up 24.4% month-on-month, up 12.9% year-on-year, hitting a high of nearly 34 months in November 2015; The consolidated revenue for the first eight months was 59.524 billion yuan, down 6.49% year-on-year.
The second quarter is the bottom of the operation of the company. The LCD version of the iPhone launched by Apple this year re-uses the external touch solution. The touch module fitting order is handled by GIS-KY Yecheng and Shunhong. The sales performance of the new machine will affect the performance in the second half of the year.
The legal person pointed out that the OLED products are not much different from last year. At present, there is no yield problem, and the products are mass-produced in advance, contributing to the July-August revenue performance. The LCD version of the mobile phone requires new equipment for the new process. The rate problem must be overcome, but the production yield should be better than that of the competitors. The interest rate is due to the fierce market competition, and the current profit is about to break to a small profit.
In September, due to the heavy volume of mobile phones, the proportion of US mobile phone customers is expected to increase. The proportion of US mobile phone customers in the third quarter is about 50-60%. It is estimated that the third quarter revenue season will increase by more than 80%, and the fourth quarter revenue growth. The rate is still unclear, but because the LCD version of the mobile phone is more late than the OLED version, it is expected to maintain high-end.
In recent years, TPK has actively developed and promoted nano silver technology. Because the material properties are more flexible than ITO, suitable for full screen, and with the screen size enlarged, the impedance value will be better than ITO, and there will be no signal weakening problem. From the perspective of product design of end customers, it is expected that OLED-related applications will be seen after the second half of next year, and there will be opportunities for heavy volume after 2020.
Recently, the mobile phone customers will give up 3D touch design after 2019. The legal person pointed out that TPK believes that 3D touch will not disappear before the alternatives appear. If there is an alternative, nano silver will grow to fill 3D touch. Reduce the gap.
