Light-emitting diode (LED) factory's August revenues were released one after another. The upstream epitaxial faucet crystal electric power was 1.935 billion yuan (NTD, the same below), hitting a new monthly high for six consecutive months, outperforming peers; new backlight in the new century Under the source business, revenues reached a new high in the same period. In the second half of the year, they will grow 40% compared with the first half of the year, and their growth momentum will top.
In the revenue of the epitaxial plant such as Yuyuan, Taigu, Guangguang, etc., the innovation reached a high level. When the decline began, the customer structure and product mix adjustment strategy of the crystal power diversification was fermented. The revenue in August was 1.935 billion yuan, up 54.96 over the same period last year. %, a record high; the first eight months of revenue of 13.1 billion yuan, an annual growth rate of 72.69%.
Despite the dark clouds in this season, the advantages of Jingdian's large-scale factory broke out smoothly. In July, the gross profit margin paid more than 41%. In the fear of the recent LED epitaxial wafer factory, the LED TV demand is falling, the revenue is no longer high, and the crystal is fast. Through the demand for LED lighting, the revenue will continue to rise, and the gross profit margin is expected to be better than market expectations.
The legal person pointed out that Jingdian's customer base is quite wide. Although the demand for LED TV market is weakening, the demand for crystal lighting and LED lighting can be compensated, and the market for distribution is not only South Korea, but also Taiwan, China and Japan. The Korean panel factory has revised the shipment of LED TVs, and the impact on the crystal power is limited.
In the new century, LED orders for LED backlights have only recently started to be shipped. In August, revenues reached 302 million yuan, a record high, with a monthly growth rate of over 7% and a year-on-year increase of 281.7%. The first eight months of revenue 1.672 billion yuan, an annual growth rate of 157.6%.
Chairman of the New Century, Zhong Kuanren, stressed that the blue-green LEDs in the new century are all going high, and the technical level must break through, so they can reverse the victory. Therefore, when others are holding clouds and umbrellas, the new century can still make great strides forward. In the second half of the year, it will grow by 40% quarter by quarter.
Due to the late entry into the LED-backlit LCD TV market in the new century, orders received are mostly orders for new models. This wave of supply chain inventory adjustment is mainly concentrated in the old models, so that the degree of influence of this wave of inventory regulation in the new century is relatively small. It is estimated that the shipments of these new TV TV backlights will have a chance to continue in September and October.
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