Optical fingerprinting products are on the rise, and the growth rate of Duntai's shipments is difficult to maintain.

Duntai's IDC shipments are expected to continue to grow this year. It is estimated that the proportion of revenue in 2018 will reach 40%. It is an important source of growth for the operation. With the potential of optical fingerprint recognition, the stock price has risen by more than 1%. Due to the significant increase in IDC shipments since the second half of the year, but with the increase in volume and new suppliers joining the market, ASP is expected to decline rapidly and gross margin will be difficult to maintain.

Optical fingerprinting products are on the rise, and the growth rate of Duntai's shipments is difficult to maintain.

In the fourth quarter of last year, although IDC shipments and revenue continued to grow in the fourth quarter of last year, the ASP of traditional touch and driver ICs declined, and the gross profit margin was not as expected.

Looking forward to the first quarter, the traditional off-season of Duntai, and the weak demand for mobile phones in mainland China has not improved since the fourth quarter of last year. Customers' demand for IDC has increased, and the demand for traditional touch and driver ICs has declined, which has also affected ASP. And gross profit margin.

For the whole year of 2018, Duntai a-Si (non-silicon) HD In-Cell panels are competitively priced, and shipments are rising rapidly. Currently, a-Si and LTPS In-Cell panels are available. IDC shipments are about half, and it is expected that a-Si's In-Cell panel is expected to replace traditional external touch, and the overall IDC shipment is expected to continue to grow. It is estimated that the revenue in 2018 will reach 40%. An important source of growth for operations.

Optical fingerprinting products are on the rise, and the growth rate of Duntai's shipments is difficult to maintain.

In addition, Duntai's optical fingerprinting utilizes IR invisible light technology, which is suitable for use in full-screen mobile phones, and is commonly used in AMOLED and LCD panels. The future growth potential after mass production will have an imaginary space.

However, although IDC's shipments have increased significantly in the second half of the year, but with the increase in volume and new suppliers joining the market, it is expected that ASP will decline rapidly and the gross profit margin will be difficult to maintain.

Electrolytic capacitor

The electrolyte material inside the electrolytic capacitor, which has charge storage, is divided into positive and negative polarity, similar to the battery, and cannot be connected backwards.A metal substrate having an oxide film attached to a positive electrode and a negative electrode connected to an electrolyte (solid and non-solid) through a metal plate.

Nonpolar (dual polarity) electrolytic capacitor adopts double oxide film structure, similar to the two polar electrolytic capacitor after two connected to the cathode, the two electrodes of two metal plates respectively (both with oxide film), two groups of oxide film as the electrolyte in the middle.Polar electrolytic capacitors usually play the role of power filter, decoupling (like u), signal coupling, time constant setting and dc isolation in power circuit, medium frequency and low frequency circuit.Non-polar electrolytic capacitors are usually used in audio frequency divider circuit, television S correction circuit and starting circuit of single-phase motor.

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