TV and lighting demand is large, LED family's November revenue is fat and thin

In the large demand for TV and lighting, the LED industry's November revenue was thin and thin. Upstream epitaxial wafer plant, Jingyuan, Taigu, revenue is expected to hit a new high, downstream LED packaging factory Dongbei and LED lead frame an interpretation of November revenue is about 10% decline, billion light November revenue is against the trend Growing up will create a high monthly revenue in history.

The LED lighting application has raised the demand for LED chips. The performance of the upstream epitaxial wafer factory is still strong. The main epitaxial wafer factory is round and the Taigu and Jingdian, which are worthy of the performance of Yiguang, are still eye-catching in November. Yuyuan said that in the new capacity, and the continued growth of LED TV shipments, the initial revenue in November will exceed NT$252 million, a new monthly high, and the proportion of LED TV will increase. In the third quarter, 30% of the revenue share jumped to 50%, and the gross profit margin is expected to rise again. The legal person estimates that the fourth quarter results of the company will surpass the third quarter and create a new high in a single quarter. In the case of Yiguang and Jingdian, the performance of the company has risen sharply. The initial revenue in November will exceed 150 million yuan, creating a new monthly high. The fourth quarter profit is expected to hit a new high in the past two years. Crystal Power spokesman Zhang Shixian said yesterday (3) that the size of the crystal power is large, and the red LED has entered a weak quarter. However, due to insufficient capacity, the blue LED is still fully loaded and put into production. The shipment situation in November was better than expected.

Huang Yongqiang, chairman of Guanglei, said that Guanglei had received a large LED kanban order from the Taiwan Pavilion of the Shanghai World Expo, which caused the shipment of Guanglei system products to increase greatly. In the fourth quarter and the first quarter of next year, there will be no weak quarters. There is also a chance to double the profit in the quarter. Guanglei's November revenue forecast is expected to exceed 600 million yuan in October. As the revenue in November 2008 dropped to 373 million yuan, the annual growth rate of Guanglei's revenue in November will be considerable.

According to legal person analysis, the demand for mobile phone backlights began to decline in November, and the large and medium-sized backlights also needed to cool down. As a result, the downstream LED packaging factory began to decline in November, and both Dongbei and Yizhi monthly revenues fell below 400 million yuan. Unlike Dongbei and Yiquan, Yiguang's November revenue is expected to grow against the trend. Liu Guangyan, general manager of Everlight, said that Everlight is full of panel backlights, infrared rays, etc., and is quite optimistic about the industry boom next year, 2010 The first quarter will grow in the fourth quarter of 2009.

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