Taiyao (6274) announced yesterday (9) that the revenue in December of last year returned to 1billion yuan. All major copper foil substrate manufacturers were released. Taioptoelectronics and Lianmao were also better than that in November. Lianmao also reached a new high in 21 months, indicating that the traditional off-season of PCB in December was better than that in previous years.

Taiyao's revenue in December last year was 1.036 billion yuan, with a monthly growth rate of 6.62% and an annual growth rate of 14.3%, driving the traditional off-season revenue of 2.981 billion yuan in the fourth quarter, a quarter decrease of 0.23%; The annual revenue was 11.98 billion yuan, with an annual growth rate of 1.42%, a record high. Yesterday, the share price fell by 0.1 yuan to close at 26.6 yuan.

Taiyao's revenue was better than expected, mainly due to the increase in the shipment of high-grade copper foil substrates (CCL) such as high Tg, and all the CCL manufacturers of PCB upstream base materials were also released, which was better than that in November and the same period of the previous year.

Lianmao also pointed out that high-level CCLS such as high Tg, which have been laid out for a long time, have been gradually fermented, and PCB shipments from application servers and base stations have increased. Taiwan's new factories are expected to have trial production in the near future. In addition to high Tg, they have also expanded their momentum to win orders for high-density connectivity (HDI) boards. In addition to Lianmao, Huawei, whose revenue has been relatively sluggish in recent years, recorded a 13 month high in December last year, although its revenue was at a historical low. Yesterday, the stock price was on the trading board, closing at 9.29 yuan.

In December last year, the revenue of Huawei was 30.56 million yuan, with a monthly growth rate of 18.8% and an annual growth rate of 11.7%, driving the revenue of 73.77 million yuan in the fourth quarter, with a quarterly growth rate of 48.53%, a record high in the fourth quarter; However, the annual revenue was 253million yuan, a decrease of 67.81% over the previous year.

The rebound in revenue of Huawei and Lianmao is mainly due to the gradual dawn of the weak notebook computer (NB) industry in recent years. Lianmao said that it has felt the "warm current" from the recovery of Nb industry demand, and has also benefited from the hot sales of Microsoft Xbox one, Sony PS4 and other game consoles recently.