Although the third season is the traditional peak season for the LED industry, many LED factories in Taiwan have increased their revenues by 10%-18% in the third quarter after the peak season in the second quarter. For example, Guanggao, Taigu, Ai Di Sen and so on, but also Crystal Power, Yuyuan, Dongbei benefited from LED backlight demand support, the third quarter revenue still grows by 2% - 40%. The industry said that with the entry into the traditional off-season in the fourth quarter, revenue declines can be expected, but benefit from the mainland's "11" long-term TV sales are better than expected, from the Lu plant's Lunar New Year TV backlight stocking demand is expected to be extended to In November, it is expected to slow down the off-season effect in the fourth quarter. Therefore, the LED factory's fourth-quarter revenue will show a moderate decline, which is smaller than the previous year's decline of more than 20%.
The LED factories in the third quarter of this year have different performances. The key point is the mastery of LED TV backlight orders. From the point of view of the chip factory, the declines in the Guanggao and Taigu seasons were 11.84% and 17.8%, respectively, but the crystal and the rounds grew by 2.16% and 9.86% respectively, the difference being the ability to supply LED TV backlight chips. From the perspective of the packaging factory, Edison mainly developed lighting packaging products. The revenue decline in the third quarter was obvious, about 12.33%, but the Dongbei quarterly increase in LED TV and tablet computer backlight orders was as high as 40.3%.
Li Bingjie, chairman of Jingdian, said recently that this year, the crystal backlight will be extended to October, which is enough to show that customers are more optimistic about the demand for TV in the Lunar New Year. Yuyuan said that the company's large-size backlight orders for TVs were better than expected this year, and order visibility continued to October, but it is estimated that demand will decline in November. However, small and medium-sized backlights (used in mobile phones, tablet computers and other mobile devices) have also performed well, and demand for mobile devices is still strong. Orders for this category will continue until November, which will lead to better revenue in the fourth quarter. In previous years.
Dongbei, which is very eye-catching from the second quarter's revenue performance, is also optimistic about the development of the fourth quarter. The company believes that under the spur of the energy conservation subsidy policy (200-400 yuan per subsidy), the demand for mainland brand TV has not been reduced. Therefore, the demand for large-size backlights in the mainland market is still high. In addition, in the fourth quarter, a number of new tablet computers were launched. According to the current status of each product line, the attention of these orders will make the off-season effect deferred for at least 2 months. The fourth quarter revenue may even be expected. Then grow up.
The LED factories in the third quarter of this year have different performances. The key point is the mastery of LED TV backlight orders. From the point of view of the chip factory, the declines in the Guanggao and Taigu seasons were 11.84% and 17.8%, respectively, but the crystal and the rounds grew by 2.16% and 9.86% respectively, the difference being the ability to supply LED TV backlight chips. From the perspective of the packaging factory, Edison mainly developed lighting packaging products. The revenue decline in the third quarter was obvious, about 12.33%, but the Dongbei quarterly increase in LED TV and tablet computer backlight orders was as high as 40.3%.
Li Bingjie, chairman of Jingdian, said recently that this year, the crystal backlight will be extended to October, which is enough to show that customers are more optimistic about the demand for TV in the Lunar New Year. Yuyuan said that the company's large-size backlight orders for TVs were better than expected this year, and order visibility continued to October, but it is estimated that demand will decline in November. However, small and medium-sized backlights (used in mobile phones, tablet computers and other mobile devices) have also performed well, and demand for mobile devices is still strong. Orders for this category will continue until November, which will lead to better revenue in the fourth quarter. In previous years.
Dongbei, which is very eye-catching from the second quarter's revenue performance, is also optimistic about the development of the fourth quarter. The company believes that under the spur of the energy conservation subsidy policy (200-400 yuan per subsidy), the demand for mainland brand TV has not been reduced. Therefore, the demand for large-size backlights in the mainland market is still high. In addition, in the fourth quarter, a number of new tablet computers were launched. According to the current status of each product line, the attention of these orders will make the off-season effect deferred for at least 2 months. The fourth quarter revenue may even be expected. Then grow up.
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