Analog's October revenue rebounded slightly from September, with a monthly increase of 6.15% to 88.336 million yuan, but it is still the third lowest monthly revenue this year. Looking forward to Q4, Analogy believes that TV product line demand is relatively stable, and Q4 revenue is reduced by 1-2% in the quarter.
The customers of Analogy 8-9 are Taiwan panel manufacturers, and the rest are mainland panel customers. The analog division grew brightly in the first half of this year, mainly benefiting from the introduction of new chips into the TV supply chain of Taiwanese manufacturers, which drove the increase in the shipment of large-size panel power management ICs with higher ASP. Although the simulation department's camp sports in the second half of the year can be temporarily weakened with the reduction of the number of agents, TV will still be the main growth momentum of the simulation department next year.
Retrieving the right to operate from the agent to the direct seller will help the analogy to strengthen the price competitiveness of the product and provide customers with more direct services, which will help the analogy to accelerate the acquisition of new customers in the Chinese panel factory. Analogy is expected to have new customers from the mainland panel factory in Q2 next year (currently BOE, Longteng Optoelectronics, etc.), which is expected to add momentum to its operations.
The customers of Analogy 8-9 are Taiwan panel manufacturers, and the rest are mainland panel customers. The analog division grew brightly in the first half of this year, mainly benefiting from the introduction of new chips into the TV supply chain of Taiwanese manufacturers, which drove the increase in the shipment of large-size panel power management ICs with higher ASP. Although the simulation department's camp sports in the second half of the year can be temporarily weakened with the reduction of the number of agents, TV will still be the main growth momentum of the simulation department next year.
Retrieving the right to operate from the agent to the direct seller will help the analogy to strengthen the price competitiveness of the product and provide customers with more direct services, which will help the analogy to accelerate the acquisition of new customers in the Chinese panel factory. Analogy is expected to have new customers from the mainland panel factory in Q2 next year (currently BOE, Longteng Optoelectronics, etc.), which is expected to add momentum to its operations.
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