According to Gaogong LED reporter, the price drop of Taiwan's upstream chip in the first quarter was 10-20%, which effectively improved the product structure. Although the first quarter performed well and the second season peak season, but due to the intense price competition in mainland China, the lighting products were injected. Limited, coupled with the fatigue of the touch panel.
Yiguang said that in the capacity utilization part, the first quarter was about 60-70%, and in April it came to 80%. With the opening of production capacity, the revenue challenge in April was 10%, and the second quarter operation was Opportunities will increase by double digits in the season and the annual revenue growth will increase by 30%.
In 2011, the kinetic energy of Yiguang products was mainly driven by backlights and LED lighting products. The backlights mainly came from tablet computers and TV products. The LED lighting products came from European and American indoor lighting and Chinese street lamps. As for infrared, the production capacity will increase by 45 this year. %, it is estimated that the total production capacity of Yiguang will grow by 12% this year.
Merrill Lynch said that although Everlight's production capacity has increased by 12% this year, only the back-light source and LED lighting products are not enough to meet the needs of indoor lighting. In addition, the current product of China Everbright in China has been in a price war due to fierce competition. Look, it is still a hidden worry in the future of the market.
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