The analog IC factory Tongjia's March revenue was driven by PC customer inventory replenishment, with revenue of 93.542 million Taiwan dollars, a 19.9% ​​increase. It was about the same as last year and was the highest since November 2010. Tongjia said that the order status in April will also be good. It is estimated that the revenue will be flat or small compared with March, and the current order visibility can be seen for 2 months.
Regarding the first quarter gross profit margin of Tongjia, the legal person observed that it was affected by the product mix adjustment, and the new product white LED driver IC began to increase slightly in the first quarter, the yield still needs to be improved, and the work to reduce the cost has to be carried out. It is expected that the gross profit margin of Tongjia in the first quarter may fall from the previous quarter. Tongjia said that the shipment of white LED driver ICs in the second quarter will rise again.
The application of Tongjia products is divided into PC related, communication, consumer electronics and other four categories. Among them, PC related and communication account for more than half of the total revenue. Tongjia pointed out that in March, in addition to PC customers pulling goods, communications, consumer electronics, these product lines have also grown, and looking forward to the second quarter of customers pulling goods, the revenue should be able to climb again than the first quarter . However, due to the continued impact of the hard drive supply chain-breaking effect this year, the customer inventory replenishment action has been delayed. It is estimated that the most prosperous this year will fall in the third quarter, not the second quarter of previous years.
Regarding the first quarter gross profit margin of Tongjia, the legal person observed that it was affected by the product mix adjustment, and the new product white LED driver IC began to increase slightly in the first quarter, the yield still needs to be improved, and the work to reduce the cost has to be carried out. It is expected that the gross profit margin of Tongjia in the first quarter may fall from the previous quarter. Tongjia said that the shipment of white LED driver ICs in the second quarter will rise again.
The application of Tongjia products is divided into PC related, communication, consumer electronics and other four categories. Among them, PC related and communication account for more than half of the total revenue. Tongjia pointed out that in March, in addition to PC customers pulling goods, communications, consumer electronics, these product lines have also grown, and looking forward to the second quarter of customers pulling goods, the revenue should be able to climb again than the first quarter . However, due to the continued impact of the hard drive supply chain-breaking effect this year, the customer inventory replenishment action has been delayed. It is estimated that the most prosperous this year will fall in the third quarter, not the second quarter of previous years.
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