The LED revenues of Taiwan's LED factories were released in June, and they still maintained their growth momentum since February. The chip factory's order visibility can be seen at least in the fourth quarter, while the downstream packaging factory is on the rise of tablet and TV backlights. Jingdian and Yuyuan were full of confidence, and Dongbei’s second-quarter revenue season increased its target by 70%, and the industry is optimistic about the performance in the second half.
Benefiting from the end-storage demand in the terminal market, and the listing of new products in the second half of the year, the LED ethnic group has a large order, and the June revenue has been frequently reported, defeating the effect of the quarter-end inventory. Jingdian's revenue in June was 1.729 billion yuan (NTD, the same below), which was 4.3% higher than that in May and 36% in the second quarter. Jingdian estimates that the gross profit margins in April and May will exceed 20%, and the loss of investment in Guangguang will shrink. In the second quarter, it will be able to turn a profit. The current market is optimistic, and the second quarter will have a chance to make the first quarter. The loss of 500 million yuan was flat, and the loss transcript was handed over in the first half of the year.
Dongbei's June revenue climbed to 700 million yuan, reaching a new high in 24 months. In the second quarter, the combined revenue growth rate reached 68%, and the operation was the most popular. Dongbei also joined the Google tablet supply chain and became the exclusive LED backlight supplier. It is estimated that tablet PCs and smart handheld devices will account for about 10% of the backlight application revenue in 2012. This part requires high brightness and has the opportunity to improve. Product portfolio increases gross margin.
The upstream extension plant's June revenue is still in the settlement, but it is estimated that the revenue in June is expected to continue to rise. Since March this year, the production capacity has been fully loaded, and the order visibility can be seen in the fourth quarter. From the mainland, the power supply of the color power plant is strong. In response to the demand for backlights, the plan will expand before the end of the year, and 20 MOCVD machines will be added to the production line. It can be seen that the high-end chips are still in short supply, and the industry has the margin to improve the product mix. Improvement has positive benefits.
Benefiting from the end-storage demand in the terminal market, and the listing of new products in the second half of the year, the LED ethnic group has a large order, and the June revenue has been frequently reported, defeating the effect of the quarter-end inventory. Jingdian's revenue in June was 1.729 billion yuan (NTD, the same below), which was 4.3% higher than that in May and 36% in the second quarter. Jingdian estimates that the gross profit margins in April and May will exceed 20%, and the loss of investment in Guangguang will shrink. In the second quarter, it will be able to turn a profit. The current market is optimistic, and the second quarter will have a chance to make the first quarter. The loss of 500 million yuan was flat, and the loss transcript was handed over in the first half of the year.
Dongbei's June revenue climbed to 700 million yuan, reaching a new high in 24 months. In the second quarter, the combined revenue growth rate reached 68%, and the operation was the most popular. Dongbei also joined the Google tablet supply chain and became the exclusive LED backlight supplier. It is estimated that tablet PCs and smart handheld devices will account for about 10% of the backlight application revenue in 2012. This part requires high brightness and has the opportunity to improve. Product portfolio increases gross margin.
The upstream extension plant's June revenue is still in the settlement, but it is estimated that the revenue in June is expected to continue to rise. Since March this year, the production capacity has been fully loaded, and the order visibility can be seen in the fourth quarter. From the mainland, the power supply of the color power plant is strong. In response to the demand for backlights, the plan will expand before the end of the year, and 20 MOCVD machines will be added to the production line. It can be seen that the high-end chips are still in short supply, and the industry has the margin to improve the product mix. Improvement has positive benefits.
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