According to a report from Juheng.com, Taiwanese MCU manufacturers Songhan, Hongkang, and Ying Guangjin (7) all announced their March revenues every day. Benefiting from the strong demand for MCUs and the effect of price increases, the three companies’ first quarter revenues The growth rates reached 66.25%, 81.93%, and 64.25%, respectively, with an average annual growth rate of at least 60%. In particular, Hongkang benefited from the support of foundry production capacity, and both March and the first quarter revenue reached record highs.

Songhan's March revenue was 502 million yuan (NTD, the same below), a monthly increase of 33.09% and an annual increase of 10.88%. The cumulative first-quarter revenue was 1.387 billion yuan, a quarterly decrease of 8.45% and an annual increase of 66.25%. Songhan said that due to the continuous spread of the new crown epidemic, the world has strong demand for medical measurement and imaging chips to meet the needs of epidemic prevention, which has driven significant growth in revenue.

Hongkang’s March revenue was 149 million yuan, a monthly increase of 85.57%, and an annual increase of 55.18%. The cumulative first-quarter revenue was 343 million yuan, a quarterly increase of 4.57%, and an annual increase of 81.93%. Benefiting from the recognition of various product lines from customers and the support of wafer foundry production capacity, Hongkang’s shipments have grown compared with the same period last year, and both March and the first quarter’s revenue reached record highs.

Yingguang's March revenue was 68 million yuan, a monthly increase of 18.83%, and an annual increase of 46.31%. The cumulative first-quarter revenue was 208 million yuan, a quarterly increase of 8.33%, and an annual increase of 64.25%. Due to the benefits of product line expansion and the strong demand in the MCU industry, Yingguang's first quarter revenue also rewrites the new situation.

Looking forward to the second quarter, since the current orders of various MCU companies are still far greater than the capacity obtained, the unshipped orders from the previous quarter are also postponed to the second quarter. In addition, the traditional peak season is ushered in this quarter, and the product has an overall upward effect. Industry professionals expect that, In addition to the revenue of related manufacturers is expected to be better than the first quarter, the profit growth power will also be better than in previous years.