In the first quarter, Lite-On was affected by the rising exchange rate of the New Taiwan dollar against the US dollar, the economic scale was low, and the IT-related power supply price competition accounted for 50% of the revenue. The gross margin was only 11.1%, lower than the same period last year and the previous quarter. Each about two percentage points, the profit rate is lower to only 1.6%, obviously not as good as the previous average of about 4%, the profit after tax is 1.041 billion yuan, then the first quarter of Guangbao is miserable, not only the gross profit margin, The operating rate was only 11.1% and 1.6% respectively, and the profit was 1.041 billion yuan (NTD, the same below), which was 47% less than the same period of last year. The profit per share was only 0.45 yuan. Although the first quarter was not good, the price competition and the lack of material conditions have not improved, but Guangbao Branch CEO Chen Guangzhong is optimistic that LED, chassis, high-watt power supply, SSD, automotive electronics and lighting will be more revenue this year than last year. Under the double-digit growth, the gross profit margin for each season starting in the second quarter has a chance to rebound to over 14%. In the first quarter, Lite-On was affected by the rising exchange rate of the New Taiwan dollar against the US dollar, the economic scale was low, and the IT-related power supply price competition accounted for 50% of the revenue. The gross margin was only 11.1%, lower than the same period last year and the previous quarter. Each about two percentage points, the profit rate is lower to only 1.6%, obviously not as good as the previous average of about 4%, the profit after tax is 1.041 billion yuan, which is 47% lower than the same period of last year, profit per share 0.45 yuan. Chen Guangzhong said that the first quarter operating performance was worse than expected, but it was also the bottom of this year. In the second quarter, LED, car lighting and the cloud will all perform. The mobile phone camera module, which is scheduled to be sold to China Lixun Group at the end of June, will also have the opportunity to turn a profit in the second quarter, and the trend of the second quarter of the New Taiwan dollar will also develop in a favorable direction. It will drive Guangbao's second-quarter gross profit margin to return to 14%, and its operating performance is better than the first quarter. Faced with the full-year outlook, Chen Guangzhong pointed out that high-watt power, SSD, chassis, automotive, LED and other products have double-digit revenue growth rates this year, and are optimistic about the next operational prospects. He said that even if the mobile phone camera module is sold, it will make Lite-On's revenue less than a big one this year. The gross profit margin of the third and fourth seasons will have a chance to challenge more than 14%, plus the profit of selling mobile phone camera modules, he is on the light. Baoke has confidence in its profitability and non-operating income this year. As Optics has continued to develop invisible and visible LEDs, and automotive-related lighting and first-line automakers have successfully broken ice, Chen Guangzhong revealed that LED production capacity will expand by two digits, including lights, optocouplers, ambient light sensing components, Infrared, flashlights for mobile phones, etc. In the case of passive components, MOSFETs and other components out of stock, Chen Guangzhong admits that Lite-On to meet the needs of first-line customers as the primary goal, the cost of spare parts procurement caused by lack of materials, production instability and overtime costs will be The customer negotiated together and hoped that the impact of the material shortage on revenue would be minimized. (
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