Sunlord Electronics: AI-related business expected to maintain rapid growth; four-phase TLVR to enter mass production in the second half of next year
Sunlord Electronics stated at its earnings briefing that downstream power supply customers have all given clear and optimistic signals, the company has made preparations for capacity expansion next year, and it expects AI-related business to continue maintaining rapid growth in the future. Dual-phase TLVR products have already been shipped in volume this year, with deliveries showing leapfrog growth in the third quarter; the four-phase TLVR project is expected to enter mass production and shipment in the second half of next year, with prices higher than the TLVR projects mainly delivered this year, and the ASP of AI inductor products is expected to continue rising next year.
Body · AI translation
Sunlord Electronics stated at its earnings briefing on October 29 that the company is engaged with all power-supply customers, and based on the customer guidance the company has received, downstream customers have all given relatively clear optimistic signals. The company has already begun preparations for capacity expansion next year and expects its AI-related business to continue maintaining relatively rapid growth in the future. Among these, dual-phase TLVR products have already achieved mass shipments this year and saw leapfrog delivery growth in the third quarter, while the four-phase TLVR project is expected to begin mass production and shipments in the second half of next year; its price is higher than that of the TLVR projects mainly delivered this year, so the ASP of AI inductor products is expected to continue rising next year.