With the expansion of Apple, Samsung, and Asus’ brands in the MiniLED market, Taiwanese manufacturers’ ten-tier MiniLED-related supply chain is expected to benefit, among which the chip factory Fucai, the sorting equipment factory Huite, and the board maker Taiwan Watch Division are the first to take the lead. Stated that the legal person is optimistic that the MiniLED supply chain will begin to take off in 2022.

After Apple Macbook Pro is equipped with MiniLED backlight technology, it is reported that Apple will introduce MiniLED backlight screens into the Macbook Air and iPad series products launched in 2022, which will promote the rapid expansion of MiniLED market penetration and help Taiwan manufacturers to improve their supply chain performance.

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Fortune is the main supply chain of Apple's MiniLED. As Apple will expand the introduction of MiniLED backlight technology, its production capacity has been increased since May this year. The monthly revenue of the third quarter has remained high-end, with October revenue of 3.203 billion yuan (NTD, below). Same), the monthly decrease was 7.3%, which was the third highest in a single month. The legal person is optimistic about Fucai's continued expansion of production, and the momentum for future performance is strong.

Whitt’s MiniLED spot testing and sorting machine has the largest market share in the world. Due to the intensive delivery of MiniLED equipment, it encouraged the third quarter to deliver brilliant financial reports. A single quarter profit was 322 million yuan, an increase of 73.12%. 307.6% of the year, the single-quarter profit was almost equal to the entire first half of the year; the cumulative profit in the first three quarters was 678 million yuan, an annual increase of 253.49%, and the net profit per share was 9.55 yuan, which was better than market expectations.

Taiwan Watch Division’s MiniLED products began to ferment, and the third quarter paid outstanding results. After-tax net profit was 1.119 billion yuan, a quarterly increase of 27.54%, an annual growth rate of 44.46%, and a net profit of 3.83 yuan per share; cumulative profit for the first three quarters was 23.97 RMB 100 million, an annual increase of 64.86%, and a net profit of RMB 8.2 per share. In the fourth quarter, there are also high-end laptops listed. (Source: Caijing Daily)