Sunlord Electronics: AI-related business expected to maintain rapid growth; four-phase TLVR to enter mass production in the second half of next year
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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.
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顺络电子10月29日在业绩说明会上表示，公司与所有电源类客户对接，从公司接到的客户指引来看，下游客户都给出了比较清晰的乐观信号。公司已在为明年的扩产做筹备，预计未来AI相关业务仍将保持较快增速。其中，双相TLVR产品已经在今年实现批量化出货，并且在第三季度实现了跃升式的交付增长，而在四相TLVR项目预期明年下半年将开始量产出货，其价格比今年主要交付的TLVR项目更高，因此明年AI电感产品ASP有望继续提升。