Gallium Arsenide group's revenue fully recovered in May and climbed to an 11-month high
Central News Agency
Tuesday, June 6, 2023 at 5:48 am
(Central News Agency reporter Han Tingting, Taipei, June 6, 2023) Gallium Arsenide Group’s revenue has recovered in an all-round way in May, showing a monthly growth trend. Hongjieke (8086) has a monthly growth rate of 66.13%, growing for three consecutive months, a record high. A new high in 9 months, a violation of the 18-month annual increase; the new (2455) monthly growth reached 40%, a new 11-month high, Wen Mao (3105) monthly growth of 27.21%.
After 18 months, Hongjieke's monthly revenue is finally looking forward to returning to the growth track of monthly growth. Benefiting from the replenishment of inventory by smartphone customers and the influx of urgent orders, Hongjieke’s revenue in May reached 197 million yuan, a monthly increase of 66.13% and an annual increase of 0.11%, a record high in nine months.
Hongjieke said that under the rush of orders, the utilization rate has gradually increased. From the perspective of the current orders in hand, there is a chance to grow again in June.
VPEC benefited from the demand for data centers driven by AI servers, and the shipments of optoelectronic products surged, pushing the revenue in May to exceed the 200 million yuan mark to reach 220 million yuan, a new high in 11 months, with a monthly growth rate of 40.33%. This year's operating season The quarterly high trend can be expected. VPEC’s revenue in May jumped to 220 million yuan, a monthly increase of more than 40%, which also caused the annual decrease rate to converge to 2.25%; the cumulative revenue for the first five months was 772 million yuan, an annual decrease of 41.54%.
VPEC said that the significant increase in revenue in May was mainly driven by the strong momentum of optoelectronics-related customers who benefit from applications in data centers. As the application area continues to expand, new customers are expected to join the ranks of shipments one after another. VPEC pointed out that the development of artificial intelligence will greatly change human production and lifestyle, and will also become an important factor in promoting the development of data centers. In the future, data centers and artificial intelligence will be more closely linked, and data centers will become an important infrastructure to support the application of artificial intelligence, and the application of artificial intelligence will further promote the development and upgrading of data centers.
In addition, with the development of AR (augmented reality) and VR (virtual reality) technologies in various fields, especially in the fields of games, entertainment, education, medical care and business, they have brought new momentum to the gallium arsenide industry.
WIN’s revenue in May was 1.365 billion yuan, a monthly increase of 27.21%. Although it decreased by 24.72% year-on-year, it has seen obvious convergence. The accumulated revenue in the first five months was 5.297 billion yuan, a year-on-year decline of 42.78%.
WIN said at the corporate briefing a few days ago that it has received urgent ordersand other orders recently, and judged that customer inventory is gradually moving towards a healthy level. It is estimated that the revenue in the second quarter will grow by low-thirties compared with the first quarter (about 31% to 34% %).
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