2 people like this.

9 comment(s). Last comment by YiStock 2018-07-20 10:50

UnicornP

2,848 posts

Posted by UnicornP > 2018-06-20 18:49 | Report Abuse

No need to rush. See the July results first.

Flintstones

1,762 posts

Posted by Flintstones > 2018-06-20 19:05 | Report Abuse

Seconded

Posted by stock_investor > 2018-06-20 19:36 | Report Abuse

Agree with UnicornP. Let see the results first. This kind of market no need to enter so fast.

VenFx

14,784 posts

Posted by VenFx > 2018-06-20 19:37 | Report Abuse

G surely explode.

VenFx

14,784 posts

Posted by VenFx > 2018-06-20 19:40 | Report Abuse

G ride on mobile phone,
K inspire the Automotive user.

YiStock

1,984 posts

Posted by YiStock > 2018-06-22 11:32 | Report Abuse

Q4 As mentioned on page 17 of Management Discussion and Analysis (“MD&A”) in the
Annual Report, one of the factors contributing to the Company’s strong
performance and turnaround is its new product breakthrough and significantly
improved financial performance in the sensors division.
(i) Can the company sustain this performance in financial year 2018?
(ii) What are the major factors that could derail the achievement of this goal?

A4(i) The performance of GTB’s sensor division was dependent on the take-up rate of consumer product of its end customer. As mentioned, there was some inventory in the supply chain that needed to be depleted as well as the switch over to the next generation sensors at an earlier date, which would impact the performance of GTB’s sensor division from March-May 2018 with lower volume loadings. Nevertheless, as the new generation sensors -- started mass production in June 2018-- and incorporated into new customer electronic products in 2nd half of 2018, growth was expected in this segment year on year.

YiStock

1,984 posts

Posted by YiStock > 2018-06-22 11:40 | Report Abuse

Latest Alliance Research pointed 2 important points:
(1) The light sensor production volume has increased to 20 mil units per month and to further increase to 40 mil unit per month in August. This number is much higher than my estimation of 13 mil units per month.

(2) New smart device is expected to carry 2 light sensors instead of 1 unit in previous model.

http://www.sinchew.com.my/node/1767134/%E4%B8%9A%E5%8A%A1%E5%A4%8D%E8%8B%8F%E5%9C%A8%E6%9C%9B%E2%80%A7%E4%B8%9C%E7%9B%8A%E6%9C%80%E7%B3%9F%E5%B7%B2%E8%BF%87

YiStock

1,984 posts

Posted by YiStock > 2018-07-03 13:29 | Report Abuse

"This should expand light sensor capacity by 24% to [46m units] per month (from 37m units previously) by July/August 2018. Likewise, capacity for the gesture sensors will also be increased by 3m units to [14m units] to cater for additional demand for an end-customer’s wireless headphone earbuds.

http://klse.i3investor.com/blogs/hwangdbs/163455.jsp

YiStock

1,984 posts

Posted by YiStock > 2018-07-20 10:50 | Report Abuse

ams laser array appears on Android platform 10 Jul 2018

VCSEL-based face recognition technology from the Austrian sensor maker features in a new Xiaomi smart phone.

http://optics.org/news/9/7/13

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