LED driver Taiwan factory accumulation (3527) September consolidated revenues reached NT$192 million, up 2.6% month-on-month, thanks to continued growth in display performance and large orders for architectural lighting products.
Among them, LED display driver chips accounted for about 85% of the revenue, and the market share in the mainland has exceeded half. Q2 revenue was driven by the Shanghai World Expo to boost display demand, setting a new record for a single quarter revenue of 535 million yuan, a quarterly growth rate of 55.66%, and after-tax EPS of 3.41 yuan.
Although Q4 is a light quarter, it may fall 10% to 15% than Q3, but the accumulation forecast Q4 performance is still quite worth seeing, and the earnings per share has the opportunity to rush to 11.5 yuan.
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