The LED packaging factory Dongbei self-knotted its revenue in May to reach NT$587 million, a 23% increase in the month and a 5.35% annual decline. The company said that since the LED industry bottomed out in the fourth quarter of last year, since February this year, single-month revenue has grown in double digits, and the current growth of large-size, touch-panel backlight products and domestic lighting orders has grown. In terms of volume, it is estimated that the double-digit growth will be maintained in June. The accumulated revenue in April-May has reached NT$1,064 million, surpassing the previous quarter's revenue of 995 million yuan. Therefore, it is estimated that the second quarter revenue will be higher than the previous quarter. Increased by 70% in the first quarter.
Dongbei said that in addition to entering the supply chain of Japan and South Korea's international giants, the company also entered the supply chain of six major color power plants in the mainland such as TCL, Hisense and Haier. The company's market share of LED TV backlight products in the world is about 15~20%. The new Korean direct-lit LED TV has been officially launched since March, and it has replaced the CCFL-based backlight product market. Other Taiwanese and terrestrial TV brand factories have also launched new products in the second quarter, so LED TV backlight products are still the main reason for the growth of Dongbei's second quarter revenue.
Small and medium-sized panel backlight products, Dongbei pointed out that under the Apple New iPad hot sale, non-Apple product manufacturers also rushed to the touch market with low price and new design strategy, driven by the early pull effect, Dongbei small and medium Orders for the size panel backlight products performed well in the second quarter, with orders taking much higher than expected and expected to continue into the third quarter.
In the LED lighting segment, Dongbei recently received a channel order from the domestic 3G brand. It is estimated that from the end of the second quarter, it will bring obvious attention to lighting revenue.
Looking forward to the third quarter, Dongbei said that according to the current status of each product line, the dual-spindle of LED backlight and lighting products can be expected to grow, the demand side will be expanded month by month, and the third quarter will be continuous in the customer's direct-lit LED TV. Production, notebook and touch panels continue to add orders, and domestic lighting products are officially distributed. The revenue growth in this quarter is expected.
Dongbei said that in addition to entering the supply chain of Japan and South Korea's international giants, the company also entered the supply chain of six major color power plants in the mainland such as TCL, Hisense and Haier. The company's market share of LED TV backlight products in the world is about 15~20%. The new Korean direct-lit LED TV has been officially launched since March, and it has replaced the CCFL-based backlight product market. Other Taiwanese and terrestrial TV brand factories have also launched new products in the second quarter, so LED TV backlight products are still the main reason for the growth of Dongbei's second quarter revenue.
Small and medium-sized panel backlight products, Dongbei pointed out that under the Apple New iPad hot sale, non-Apple product manufacturers also rushed to the touch market with low price and new design strategy, driven by the early pull effect, Dongbei small and medium Orders for the size panel backlight products performed well in the second quarter, with orders taking much higher than expected and expected to continue into the third quarter.
In the LED lighting segment, Dongbei recently received a channel order from the domestic 3G brand. It is estimated that from the end of the second quarter, it will bring obvious attention to lighting revenue.
Looking forward to the third quarter, Dongbei said that according to the current status of each product line, the dual-spindle of LED backlight and lighting products can be expected to grow, the demand side will be expanded month by month, and the third quarter will be continuous in the customer's direct-lit LED TV. Production, notebook and touch panels continue to add orders, and domestic lighting products are officially distributed. The revenue growth in this quarter is expected.
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