LCD equipment sales are strong, orders have been queued to 2019
According to industry insiders, since most advanced LCD factories are ready to put equipment in the next year, most Taiwanese LCD equipment suppliers have already placed orders in 2019.
Among them, a 10.5G production line of the LCD panel manufacturer Supervision International Technology (Guangzhou) Co., Ltd., a subsidiary of Sakai Display Products (SDP), will highlight such activities in the first half of 2019, and then in the second half of the year. Started mass production.
According to sources, SDP's 10.5G production line has a total investment of 61 billion yuan (approximately US$8.785 billion), with a monthly production capacity of 90,000 glass substrates, which will be used to produce 43-65 and 75-inch glass substrates. The large size panel. Taiwanese LCD equipment suppliers, including Mirle, C Sun, and Acter, have all entered the SDP 10.5G product line supply chain.
According to the news, Monli Automation defeated Japanese competitors to obtain clean room storage orders from SDP, and C Sun has begun to provide related equipment to SDP.
In the third quarter of 2018, Monli Automation’s net profit reached NT$231 million (US$7.47 million), with an EPS of NT$1.18. In the first three quarters of 2018, the total net profit was NT$708 million, NT$3.62 per share, and the gross profit was 17.73%. Revenue in October was NT$1.202 billion, a year-on-year increase of 8.65%. Year-to-date, total revenue was NT$11.776 billion, a year-on-year increase of 20.16%. In 2019, Monli Automation's revenue is expected to achieve a year-on-year increase of 10-20%.
Sources said that as 19 8/8.5G LCD factories will go online in 2022, sales of most LCD devices will continue to rise in the next few years. Source: OFweek