Thanks to the demand for stocking in the “11†holiday season in mainland China, Taiwan’s backlit orders were stronger than expected. The LED factory with a certain scale has a total revenue of about 9.49 billion yuan in August (the new Taiwan dollar, the same below), with a monthly growth rate of 2.64% and an annual growth rate of 7.6%. However, the current TV terminal sales situation is still unclear, so the order is repeated. The hidden dangers of increased inventory continue to persist.
The growth of demand in the mainland market mainly comes from the policy of China's energy-saving products benefiting the people on June 1st, which triggered the demand for stocking of new models before the Mid-Autumn Festival to the “11†holiday; on the other hand, the same panel in August and September. In the peak season of exporting stocks, the price of the panel was stable, and even maintained a small increase pattern, which triggered the motive for early stocking.
Taiwan's LED chip factory mainly benefited from the large-size backlight and consumer electronic goods stocking demand of the Luchang. The revenue performance in August was stable and flat. The monthly revenue was about 4.1 billion yuan, down 1.3% month-on-month and 1.5% year-on-year.
In August, its operating performance was outstanding. The monthly revenue reached 453 million yuan, up 2.7% month-on-month and 17.9% year-on-year. In the second half of this year, it is expected to benefit from the channel advantage of the major shareholder Mitsui Trading Co., Ltd., bringing customer orders to the company and promoting the product mix. Under the increase of lighting orders, the gross profit margin will be expected to rise and private placement will be carried out at the end of the year. It is not excluded to stabilize the seaport and increase the backlight supply chain customers.
LED packaging companies such as Optics, Ronda and other 9 companies in August revenue totaled 5.39 billion yuan, a monthly increase of 5.85%, an annual increase of 12.8%, the performance was flat. Among them, Lite-On's LED lighting components are in smooth production, and the demand for brand customer projects is stable. The company's LED revenue growth in August reached 1.18 billion yuan, a monthly increase of 5% and an annual increase of 7.2%.
Ronda’s revenue in August continued to increase. The non-consolidated revenue for the month reached 914 million yuan, up 3.9% month-on-month and 8.3% year-on-year. The main kinetic energy comes from the backlight market demand, including monitor backlight demand and 50-inch or more. Large-size direct-type TV backlight demand orders; in addition, lighting applications continue to benefit from the Japanese lighting market demand and the US lighting factory GE's LED lamp OEM OEM orders, the current lighting products in the proportion of lamps and flat lights shipped Higher.
Although Taiwan's August revenue performance remained stable, but competitive pressures continued to exist, such as mainland Sanan Optoelectronics also began to provide cost-effective display specification chips for Taiwan packaging plants, so that Taiwanese manufacturers in the original display market without price competitiveness To show more room for price cuts, the pressure on Taiwan's LED chip factory has increased.
The growth of demand in the mainland market mainly comes from the policy of China's energy-saving products benefiting the people on June 1st, which triggered the demand for stocking of new models before the Mid-Autumn Festival to the “11†holiday; on the other hand, the same panel in August and September. In the peak season of exporting stocks, the price of the panel was stable, and even maintained a small increase pattern, which triggered the motive for early stocking.
Taiwan's LED chip factory mainly benefited from the large-size backlight and consumer electronic goods stocking demand of the Luchang. The revenue performance in August was stable and flat. The monthly revenue was about 4.1 billion yuan, down 1.3% month-on-month and 1.5% year-on-year.
In August, its operating performance was outstanding. The monthly revenue reached 453 million yuan, up 2.7% month-on-month and 17.9% year-on-year. In the second half of this year, it is expected to benefit from the channel advantage of the major shareholder Mitsui Trading Co., Ltd., bringing customer orders to the company and promoting the product mix. Under the increase of lighting orders, the gross profit margin will be expected to rise and private placement will be carried out at the end of the year. It is not excluded to stabilize the seaport and increase the backlight supply chain customers.
LED packaging companies such as Optics, Ronda and other 9 companies in August revenue totaled 5.39 billion yuan, a monthly increase of 5.85%, an annual increase of 12.8%, the performance was flat. Among them, Lite-On's LED lighting components are in smooth production, and the demand for brand customer projects is stable. The company's LED revenue growth in August reached 1.18 billion yuan, a monthly increase of 5% and an annual increase of 7.2%.
Ronda’s revenue in August continued to increase. The non-consolidated revenue for the month reached 914 million yuan, up 3.9% month-on-month and 8.3% year-on-year. The main kinetic energy comes from the backlight market demand, including monitor backlight demand and 50-inch or more. Large-size direct-type TV backlight demand orders; in addition, lighting applications continue to benefit from the Japanese lighting market demand and the US lighting factory GE's LED lamp OEM OEM orders, the current lighting products in the proportion of lamps and flat lights shipped Higher.
Although Taiwan's August revenue performance remained stable, but competitive pressures continued to exist, such as mainland Sanan Optoelectronics also began to provide cost-effective display specification chips for Taiwan packaging plants, so that Taiwanese manufacturers in the original display market without price competitiveness To show more room for price cuts, the pressure on Taiwan's LED chip factory has increased.
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