LED driver IC factory Accumulation announced that the Mini LED backlight solution for vehicle display has passed the AEC-Q100 vehicle regulation certification, and will attack the Mini LED backlight vehicle display market for new energy vehicles, and lock in the front-mounted application of the vehicle. Accumulation's third-quarter operations were affected by inventory corrections in the consumer electronics production chain, while automotive-related orders maintained steady growth. Stronger sales of new energy vehicles in mainland China would help its operating performance.

Although the new car market continued to suffer from chip shortages in the supply chain and the epidemic in the second quarter, sales of new energy vehicles including pure electric vehicles (BEVs), plug-in hybrid electric vehicles (PHEVs), and fuel cell vehicles still outperformed their gasoline counterparts. Maintain positive growth. In recent years, Accumulation has been active in the pre-installation market such as on-board lighting and on-board displays, benefiting from the increasing demand in the automotive market, especially the sales of new energy vehicles in mainland China have increased significantly. In the past, cases began to contribute to revenue.

The on-board central control screen of new energy vehicles is currently 7-10 inches, but Tesla Model S and Model X have been upgraded to 17 inches, and a 12.3-inch digital instrument panel and an 8-inch rear display screen have been added. As for high-end vehicles The Roewe RX5 is equipped with a 27-inch central control screen.

Macroblock is optimistic that the in-vehicle display market will grow with the sales of new energy vehicles. In 2025, the shipment will exceed 200 million units, of which the penetration rate of MiniLED backlight will reach about 15%. The Mini LED backlight vehicle display market for energy vehicles will bring stable growth momentum for medium and long-term operations.

Macroblock said that LED driver ICs play an important role in MiniLED backlit car screens. For example, Macroblock’s S-PWM technology and black screen insertion technology can solve low flicker and smearing phenomena. Macroblock’s multi-channel scanning architecture technology can achieve high contrast and improve regional dimming zones. number and resolution. In addition, the accumulation solution has passed the AEC-Q100 international certification, and the high reliability and high safety features can achieve the component protection function and reduce the number of components.

In the first half of the year, the consolidated revenue was 1.534 billion yuan (NTD, the same below), the net profit after tax was 267 million yuan, and the net profit per share was 6.02 yuan. In the third quarter, due to external uncertainties that caused customers to adjust their inventories, revenue in July decreased by 15.3% month-on-month to 179 million yuan.

The legal person said that the market has a strong wait-and-see atmosphere in the third quarter, which will be relatively pressured for the accumulation of operations in the short term, but the price of LED driver ICs remains stable, and the contribution of automotive-related performance continues to increase, which is expected to reduce the impact of consumer electronics inventory corrections. pressure. (Source: Business Times)