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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 its AI-related business to continue growing rapidly in the future. The company also disclosed that its dual-phase TLVR products have already begun mass shipments this year, with deliveries jumping sharply 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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Oct 30
Yicai
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.