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Londa (3698) consolidated revenue of 910 million yuan (NTD, the same below) from June, a monthly increase of 5.4%, a year-on-year increase of 18.97%, hitting a 22-month high, and also driving the company's second quarter consolidation camp It reached 2.611 billion yuan, an increase of 19.02% in the quarter.
LED Epistar's Hutchison Electric and Yuyuan’s production capacity in June was fully loaded, and Jingdian’s orders for orders exceeding RMB 2 billion could not be shipped and deferred until July.
LED TV backlight source indicator Dongbei Bay plant revenue in June more than 700 million yuan, the second quarter of the quarterly revenue increase of up to 80%, orders are booming, in July is expected to hit a new high.
On the other hand, in the active preparation of various manufacturers to deal with the arrival of the peak season in the second half of the year in advance, there are also cautious orders, led to the June revenue and May flat LED plant Ai Feisen. Ai Feisen (3591) stated that taking into account the poor global economy, in order to avoid the occurrence of non-return payments, a cautious screening attitude was adopted for customers and orders starting from May, so the monthly revenue was 211 million yuan, a decrease of 7.1 months. In addition, in order to maintain its gross profit margin performance, the company began to sift through poorly-priced orders in June. In the event that orders are becoming more prudent, June’s revenue performance will be the same as in May.
LEDinside observes that at present, Taiwan's LED chip and packaging manufacturers are gradually increasing their capacity utilization rate. Some large companies such as Jingdian, Yuyuan and the new century have plans to increase production and expand production. This year, in the case of a significant increase in the penetration rate of LED TVs, the rebound in backlight demand is the main engine driving LED manufacturers to recover their heat. In addition, the decline in the price of LED chips has slowed down, and LED lighting is taking off. It means that the LED season will soon begin in the second half of the year, and the backlight market will gradually pick up and the pace will accelerate.
Taiwan's LED plant revenue in June this year is different from previous years, the past LED downstream packaging manufacturers because inventory, often let LED factory revenue decline in June trend, this year's revenue is "different", shine.