LED manufacturer Fu-Cai reported revenue of NT$2.023 billion in March, up 14.6% month-on-month and 0.3% year-on-year, marking a new monthly high in the past six months. First-quarter revenue totaled NT$5.631 billion, up 1.07% quarter-on-quarter and 0.87% year-on-year. Management maintains close contact with customers, and the goal of quarter-on-quarter growth throughout the year remains unchanged.
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Fu-Cai believes that its revenue from the “3+1” areas of automotive, advanced display, smart sensing and new fields will continue to rise. The performance of professional lighting, sensing applications and automotive displays will be better than last year. The products that will start to take off in the next two or three years include the new phase of automotive design implementation projects and optical communication products that are currently receiving R&D resources.
Fu-Cai mentioned that the group's Micro LED (micro-light-emitting diode) products are on the fast track to mass production. In addition to achieving mass transfer yields that meet end-customer requirements, the group has also successfully reduced the size of next-generation chips by another 40%, securing collaborations with multiple automakers and Tier 1 suppliers. Furthermore, given the strong demand for optical communication modules from AI servers, the group has begun developing three different AI optical communication light sources to address various application scenarios. (Source: Liberty Times)
