Taiwan's LED industry's thin and fat packaging factory outperformed the upstream wafer factory

This year, Taiwan's LED industry is difficult. However, under the rebound of LED lighting components shipments, Yiguang has grown profitably in the last quarter. The net profit per share after tax is 0.96 yuan (NTD, the same below), and accumulated in the first three quarters of this year. After the stock tax, the net profit is 3.01 yuan, which is a substantial profit for the rare LED industry. This year, Taiwan's LED industry is still thin and fat, and the packaging factory outperforms the upstream wafer factory.

Yiguang announced its third-quarter earnings report. The profit-making trend was stronger than that in the second quarter. The net profit after tax in the single quarter reached 410 million yuan, up 30% from the previous quarter and 42% year-on-year. The net profit per share after tax was 0.96 yuan. The combined gross profit margin reached 23.39%, which was also better than the 22.25% in the second quarter. The accumulated profit of the first three quarters of this year reached 1.285 billion yuan, a 20% decline from the same period of last year, and the net profit per share after tax was 3.01 yuan. It is the profit-making king of the LED industry, and it is also one of the few LED factories that have substantial profits.

Foreign brokers believe that Everlight's exchange earnings of 108 million yuan in the previous quarter made the net profit after tax per share in line with expectations. It is estimated that Yiguang's operating performance is expected to be flat this quarter, and the annual earnings per share forecast may not be corrected. 4 yuan, slightly lower than the estimate at the beginning of this year.

In May of this year, North American brand manufacturers began to compete for price wars, and the price of LED lighting was impacted. In order to meet the trend, the supply chain responded to the new version and shocked the operating performance of the previous quarter. The major Taiwan LED manufacturers announced the third quarter earnings report, single season. The operating performance is different. The LED packaging factory generally enjoys a small profit. The wafer factory has a low utilization rate, which affects the crystal loss rate of the crystal electricity to 5.18%, and the deficit is thus widened.

In the previous quarter, Jingdian's gross profit margin and profitability ratio both experienced deficits, with a gross loss rate of 5.18% and a loss rate of 20.15%. Both of them expanded compared with the second quarter. The net loss after tax in the single quarter was 1.035 billion yuan. Loss of 0.96 yuan; cumulative net loss after tax for the first three quarters of this year was 359 million yuan, and net loss per share after tax was 0.33 yuan.

The foreign investment circle believes that the loss rate of the third quarter of Jingdian was higher than expected, mainly due to the price drop, low utilization rate, and the pressure to destroy the inventory after the merger, while the recovery in the fourth quarter is still weak, expected crystal Electricity this quarter, the quarter-to-quarter revenue was reduced by 7%, and it has a conservative view on Taiwan's LED industry block.

As for the packaging factory, it barely managed to keep profit. Dongbei’s net profit after tax in the last quarter was 61.37 million yuan, a slight decline from the 64 million yuan in the second quarter, and also a decrease from the 283 million yuan in the same period last year. After the share tax, the net profit was 0.2 yuan. The accumulated profit of Dongbei in the first three quarters of this year reached 189 million yuan, and the net profit after tax per share was 0.6 yuan.

WiFi 5 Wireless Router

First, Wireless Router
So what is a wireless router?

Wireless router, according to the definition of Baidu Encyclopedia: Wireless router is used for users to access the Internet, with wireless coverage of the router.

A wireless router can be thought of as a repeater that forwards the broadband network signal from the wall of your home through an antenna to nearby wireless network devices (laptops, Wifi-enabled phones, tablets, and all Wifi-enabled devices).

The popular wireless routers in the market generally support four access methods: dedicated xdsl/cable, dynamic xdsl, pptp, and generally can only support 15 to 20 devices online at the same time. It also has some other network management functions, such as dhcp service, nat firewall, mac address filtering, dynamic domain name and so on. The signal range of the general wireless router is 50 meters radius, and the signal range of some wireless routers has reached 300 meters radius.

The name of wireless router can be separated out of two keywords: wireless and routing.

Understand the technical principle behind these two words, you understand the wireless router.

Wireless is also what we often call Wi-Fi. Wireless routers can convert home broadband from wired to wireless signals, and all devices can happily surf the Internet as long as they connect to their own Wi-Fi. In addition, these devices also form a wireless local area network, where local data is exchanged at high speed and is not limited by the bandwidth of home broadband.

For example, many people have smart speakers in their homes that can be used to control various smart appliances. When you say small X small X, turn on the TV, the speaker actually finds the TV through the LAN and sends instructions, and does not need to connect to the Internet; And if you let it broadcast news, you have to get data through the Internet.

The Local Area Network we talked about earlier, also known as the Intranet, is represented by the Local Area Network (LAN) on the router, so the Wi-Fi signal is also called WLAN(Wireless LAN); The Internet we want to access, also known as the extranet, is represented on the router by the WAN(Wide Area Network).

On the Intranet, the IP address of each device is different, which is called a private address. All devices on the Internet share the same public address, which is assigned by broadband operators such as China Telecom Unicom.

The router is the bridge between the Intranet and the external network. The above mentioned IP address translation, packet forwarding, is the router routing function. In other words, the router is the hub of the home network, and the data of all the devices must be forwarded through it to access each other or reach the external network, which means that one husband is the key and ten thousand men are not open, so the comprehensive router is also called "home gateway".

Second, the demand for wireless routers
I do not know if there is a sudden WIFI break when you play games at home, and a stable router is crucial at this time. However, it is important to note that your WIFI frequently dropped may not be a problem with the router, it may also be a problem with the carrier network. (Router means I don't back this pot)

In fact, for most people, there are two basic requirements for wireless routers

Stable and do not drop
Fast Internet and easy setup
Some people will have some advanced needs:

There are some features, USB interface, can be external U disk or hard disk, can achieve simple nas functions, QOS, etc., to advertising and so on
Mesh networking, when the house area is large, multiple routers can be used for Mesh networking

How to choose a wireless router
The wireless router market is in the transition stage from WiFi 5 to WiFi 6, if you want to buy the first choice is definitely WiFi 6 wireless router, which is the future trend.

The speed of WiFi 6 is nearly 40% higher than the previous generation 802.11ac, and the highest connection speed can even reach 9.6Gbps, while the highest speed of 802.11ac is only 6.93Gbp. More importantly, unlike 802.11ac, which only covers the 5GHz band, WiFi 6 covers 2.4GHz and 5GHz. Although the 5GHz band has less interference, it has weak wall penetration ability, and the 2.4GHz band has strong wall penetration ability, which takes into account each other.

So why choose a WIFI6 router?

Compared with the previous generation of 802.11ac WiFi 5, the maximum transmission rate of WiFi 6 in the 5Ghz band has been increased from 3.5Gbps to 9.6Gbps, and the theoretical speed has been increased by nearly 3 times. WiFi 6's 5Ghz single-stream 80Mhz bandwidth can reach theoretical speeds of up to 1201Mbps and 160Mhz bandwidth of up to 2402Mbps.
The band supports 2.4Ghz and 5Ghz.
In terms of modulation mode, WiFi6 supports 1024-QAM, which is higher than the 256-QAM of WiFi 5, and the data capacity is higher. Some high-end WiFi 6 routers support 4096-QAM.
WiFi6 supports MU-MIMO (multi-user multiple-input multiple-output) technology, and supports both upstream and downstream MU-MIMO, with a maximum support of 8T×8R MU-MIMO. The speed is greatly improved. High concurrency, WiFi6 5GHz band, terminal connections up to 128! 5 times that of WiFi5. Effectively solve the Internet needs of multi-person networking and smart home;
WiFi6 adopts OFDMA (orthogonal frequency division multiple access) technology. After using OFDM to parent the channel, the transmission technology of transmitting data is loaded on the subcarrier, allowing different users to share the same channel, allowing more devices to access, with shorter response time and lower delay.
Low latency, WiFi6 time delay can be as low as 10ms, compared to WiFi5 30ms delay, only 1/3. This performance refresh is extremely friendly to game lovers;
If WiFi6 (wireless router) devices need to be certified by the WiFi Alliance, they must use the WPA 3 security protocol, which is more secure.
The WiFi6 wireless router is backward compatible with WiFi5 and WiFi4 terminals.

Fourth, the misunderstanding of purchasing routers
Is the through-wall router really through-wall?
Mistake; The country has strict limits on the transmission power of the wireless router antenna, if you have a lot of rooms in your home, and there are many walls between them, even if you buy an expensive wireless router, you can not do one to cover all the room signals. If the signal is not good, you can consider multiple wireless router Mesh networking.

Does a wireless router have a stronger signal with more antennas?
More antennas just to match the X*X MIMO mode, the more antennas, the more channels, can only ensure that the network is more stable, the impact on the signal is little, the strength of the signal is only related to the wireless transmission power. The wireless transmission power of the country has a standard.

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Shenzhen MovingComm Technology Co., Ltd. , https://www.szmovingcomm.com

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