Most LED packaging plants in Taiwan continue to grow in July

The third season of Taiwan's LED industry is the traditional peak season, but this year's LED TV backlight pull power has slowed down since June, which continues to affect July's performance. Fortunately, LED lighting growth is still strong, and most of the packaging plants' consolidated revenue in July is higher than the previous one. Monthly growth, such as Huaxing, Dongbei, Edison, Yuhong, Yiguang, Hongqi, etc., only Guangding due to the recognition of the base of the investment income at the end of each quarter, the July revenue decreased by 30.95 compared with the previous month. %.

Among the operators whose revenues continued to grow in July, Huaxing was benefiting from low-temperature lighting orders, while Dongbei was the small and medium-sized order dynamism brought by the new mass production of tablet PCs. Edison continued to respond to the mainland market and The efficiency of PLCC market layout, the growth rate of these three players in July is 2~8%.

In July, the revenues of Shunhong, Yiguang and Hongqi increased significantly, reaching 14.42%, 15.7% and 10.11% respectively. Among them, Yiguang's performance was the most eye-catching, and the consolidated revenue in July was NT$2.189 billion. The same), a record high, in addition to LED TV backlight orders to see the return to temperature, small and medium-sized backlight orders also see new orders to note, the streetlights that began shipping last year began to focus on from July, the legal person is optimistic about August The revenue of the German lighting channel merchants acquired a few days ago will continue to strengthen the revenue for the month.

At the end of each season, Guangding determined that it can recognize the construction income of Lianyungang Guangding Real Estate, and also make the performance of March and June this year high (will continue to be recognized in September and December), but in June. After revenue reached 152 million yuan, it returned to normal performance in July. The monthly revenue was 105 million yuan, and the monthly decline was 30.96%, but it still increased by 24.79%.

Looking forward to the market outlook, although the third season is the traditional peak season of the LED industry, it is affected by the expiration of the mainland energy-saving benefit subsidy policy at the end of May, and the monthly revenue has been seen in May, causing market concerns that this will affect the number In the third quarter, the LED TV backlight kinetic energy was pulled away in advance, and even affected the tide of the mainland's eleventh holiday in August-September. The industry's outlook for the third season peak season was conservative, and the first quarter was targeted at the same season. .

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