LED TV backlight industry entered the traditional off-season in the fourth quarter. Ronda said that regardless of the backlight or lighting business, the overall capacity utilization rate declined to 6~70%, while the overall order visibility was about 1 month, and even the lighting business was shorter. Within 1 month.
Ronda pointed out that although the LED backlight turned weaker in the third quarter of this year, the fourth season is still not improving, and the tablet computer is still rapidly eroding the notebook market, making the demand for notebook backlights continue to decline, with December. Christmas holiday is coming, European and American lighting customers are gradually slowing down in the fourth quarter. It is estimated that the utilization rate of the whole season will decline to only 6~70%, while the overall order visibility is about 1 month, and even the lighting business is still shorter. Within 1 month.
The legal person believes that in addition to the simultaneous decline in demand for backlights and lighting orders, after the merger of Longda into Power League in February this year, the T5 lamp business of Power Alliance has also completely ended in September, and this factor will also affect the fourth quarter revenue. Performance, it is estimated that the quarter's revenue will be 15 to 20% lower than the previous quarter's 3.696 billion Taiwan dollars.
Ronda pointed out that although the LED backlight turned weaker in the third quarter of this year, the fourth season is still not improving, and the tablet computer is still rapidly eroding the notebook market, making the demand for notebook backlights continue to decline, with December. Christmas holiday is coming, European and American lighting customers are gradually slowing down in the fourth quarter. It is estimated that the utilization rate of the whole season will decline to only 6~70%, while the overall order visibility is about 1 month, and even the lighting business is still shorter. Within 1 month.
The legal person believes that in addition to the simultaneous decline in demand for backlights and lighting orders, after the merger of Longda into Power League in February this year, the T5 lamp business of Power Alliance has also completely ended in September, and this factor will also affect the fourth quarter revenue. Performance, it is estimated that the quarter's revenue will be 15 to 20% lower than the previous quarter's 3.696 billion Taiwan dollars.
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