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Taibiao has benefited from miniled orders, panel control panel and memory module related applications with steady growth and stable delivery. The legal person is optimistic. Taibiao's operation in the third quarter will be more prosperous than that in the second quarter.
Taibiao is mainly SMT and PCBA manufacturers. In May this year, its revenue was 5.3 billion yuan (NT $5.3 billion), with a monthly increase of 7% and an annual increase of 70%. In addition to the new memory module orders in 2020, the SMT OEM of miniled will be introduced in 2021. The legal person estimates that the relevant revenue contribution will lead to about 15% of this year's revenue.
As for external concerns, taibiao did not comment on the single customer message today, but mentioned that the traditional peak season view of the third quarter has not changed, the shortage of materials has not improved, and it is striving to catch up with the materials and improve the delivery under the prosperous orders.
Meanwhile, in the strengthening of epidemic prevention, the Taiwan Bureau said that the indirect units in China's Taiwan plant have been diverted and hope that the India plant will be stabilized after the outbreak of the epidemic. This year's expansion will be mainly based on the Chinese mainland.
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