Japan's Bitcoin Miners And Mainland Ai Customers Orders In The First Quarter

IC, the IC design service provider, held a shareholder meeting on the 30 day of -KY, the general manager said the second quarter revenue would be better than the first quarter, but because of the higher base period last year, the single season profit was not easy to grow over the same period last year; the year's operation benefited from the high speed operation products and the AI application receipt. It is expected to be better than last year.

The first season to receive the Japanese bitcoin mining machine and mainland AI customers, NRE revenue accounted for more than 50%, gross interest rate to 45.84%, pure profit of 1.85 yuan per share, the same period of new year high.
The second quarter operation is still expected to maintain high level performance in the first quarter, and the quarterly growth rate can be equivalent to the first quarter, but the single quarter profit may be slightly lower than the same period last year in the second quarter of last year.

For this year's receipt, Shen Xianglin said that most of the cases in the hands of this year were high speed operation (HPC) and AI related business. Since the beginning of this year, the high end process list continued to contact and recognized NRE, part of the high-end manufacturing order, the fourth quarter to next year will enter the production, the expected high-end manufacturing order will be revenue growth next year. The kinetic energy.

In the field of artificial intelligence, Wang Deshan, the chief financial officer, also points out that the development and application of global artificial intelligence is quite diverse, from consumer appliances to high-end scientific and technological research and development. However, in recent years, the related orders for artificial intelligence locked in recent years are dominated by cloud customers, the design of the chip is far more complex than the consumption, and the unit price is also clear. Significantly higher, the past in the consumer market accounts for about 30% of the list, the future single strategy will reduce the proportion of consumer market receipt, will improve the performance of the world's core operation.

In the third quarter of this year, the world will also start shipping the top three brands of the world's top brand face recognition chips for high-end models in the mainland. As for the contribution to this year's operations, the world core said that the actual shipments are still to be observed by mobile phone sales.

Looking forward to the whole year, legal person estimates, the first quarter of this year, the first quarter of this year, 7 nanometers of Japanese bit currency will not only recognize NRE, after the fourth quarter into the production, will be the important kinetic energy of this year's operation growth, in addition, the rest of the bitcoin mining machine related orders will also be recognized, AI customer contribution is not small, including the mainland, North America and other AI applications Quarterly recognition, optimistic about double-digit increase in revenue this year.