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Since the beginning of this year, LED chip factory has actively expanded the LED lighting market in the new century. At present, the revenue share has exceeded 50. In line with the third quarter of LED lighting, the market demand continues to look prosperous. In July, the consolidated revenue was NT$368 million (the same below) ) This year's new high, monthly increase of 13.58. The legal person said that although the LED backlight market demand showed signs of weakness in the third quarter, but with the new century to increase the proportion of LED lighting, the company is still expected to enjoy the peak season effect in the third quarter, it is estimated that the season Revenue is expected to increase by 10.
The new century said that in view of the oversupply of LED chip market capacity, small and medium power dies have been unable to get out of the price of the Red Sea. The company has moved to the high-tech and high-margin market since last year, and considering that the LEDTV penetration rate is gradually saturated, more active. The proportion of LED lighting is increased to 5~60%, and the areas of commercial lighting and engineering lighting with high gross profit are locked. The product projects are developed towards lighting solutions, which can provide different products such as die and COB components.
Although the market is filled with uncertainty about whether the traditional peak season of the LED backlight market will continue in the third quarter, the new century said that from the perspective of the Chinese backlight client contacted by the company, orders in July saw signs of recovery, but mainly Still benefiting from the strong growth of LED lighting demand, the third quarter is determined to have a stronger performance in the peak season.
The legal person said that as the LED industry entered the traditional peak season from the second season, the combined revenue of the new century reached 977 million yuan, a quarter increase of 22, and after the third season, it was mostly used in the field of lighting flipchips. 3DCOB new products will be shipped in volume. The consolidated revenue in July has reached 368 million yuan, a record high this year. It is expected to reach another high in August-September. It is estimated that the overall consolidated revenue in the third quarter will grow by about 10.
February 26, 2024