In the third quarter of the LED industry, the wafer factory and packaging plant operations will be decoupled. The wafer factory is facing the pressure of TV backlight inventory adjustment. This season's battalion is down; the packaging plant billion light is expected to grow by 6 to 8% this quarter and successfully break through 8 billion yuan ( The new Taiwan dollar, the same as the integer mark, although the chip still needs to observe the Sell through (selling rate) situation, but due to the third quarter revenue first drop, the fourth quarter revenue decline is expected to slow down.
The LED chip factory's TV backlight entered the inventory adjustment stage, which led to the simultaneous decline of revenues in August, such as Jingdian, Yuyuan, and New Century. The revenue decline was 7-12%, but the industry regarded it as normal. In the seasonal off-season, the industry said that the branding effect of brand TV new products has been reflected at the beginning of the year, and it is necessary to look at the brand TV's Sell Through (sales rate) to decide how long it will be adjusted.
According to statistics, the proportion of crystal TV backlight revenue is about 40%, and the new century accounts for about 20%. The proportion is not low. Even if LED lighting shows a stable growth posture, the factories are actively increasing the proportion of LED lighting at this time, hoping to support TV backlight. The decline in the source is still difficult for the seasonal decline of TV backlights. In addition, the base period of the wafer factory in the second quarter is already high. In the third quarter, the wafer factory is likely to show a 10% decline.
However, the industry also pointed out that in the fourth quarter of previous years, entering the traditional off-season, the revenue decline was about 10-15%. The third quarter of this year was revised in advance, which should weaken the off-season effect of the fourth quarter. The quarterly revenue recession is expected to be lower than in previous years.
In the third quarter of the LED packaging factory, the operation was decoupled from the wafer factory. In the case of the revenue of August, which was the highest in February, the company estimated that the revenue of the third quarter of Yiguang is expected to grow by 6 to 8%. According to projections, the revenue of the third quarter of Yiguang will reach 81 to 8.25 billion yuan, a record high, and the revenue will maintain a steady growth track.
The legal person pointed out that the backlight correction range of the third season of Yiguang has no large crystal power, mainly due to different customer groups. Crystal power shipments are mostly for Korean backlight factories. The main customers of Yiguang are in the mainland, and the mainland backlight is revised downwards from May 1st. There is still room for downward revision in the month, but the new model will also start to pull goods from October, so the backlight of the fourth season of Everlight is similar to the third season.
In addition to Everlight, the third quarter revenue forecast of Dongbei and Ronda is expected to be high, and the third quarter of the packaging plant is better than the LED chip factory.
The LED chip factory's TV backlight entered the inventory adjustment stage, which led to the simultaneous decline of revenues in August, such as Jingdian, Yuyuan, and New Century. The revenue decline was 7-12%, but the industry regarded it as normal. In the seasonal off-season, the industry said that the branding effect of brand TV new products has been reflected at the beginning of the year, and it is necessary to look at the brand TV's Sell Through (sales rate) to decide how long it will be adjusted.
According to statistics, the proportion of crystal TV backlight revenue is about 40%, and the new century accounts for about 20%. The proportion is not low. Even if LED lighting shows a stable growth posture, the factories are actively increasing the proportion of LED lighting at this time, hoping to support TV backlight. The decline in the source is still difficult for the seasonal decline of TV backlights. In addition, the base period of the wafer factory in the second quarter is already high. In the third quarter, the wafer factory is likely to show a 10% decline.
However, the industry also pointed out that in the fourth quarter of previous years, entering the traditional off-season, the revenue decline was about 10-15%. The third quarter of this year was revised in advance, which should weaken the off-season effect of the fourth quarter. The quarterly revenue recession is expected to be lower than in previous years.
In the third quarter of the LED packaging factory, the operation was decoupled from the wafer factory. In the case of the revenue of August, which was the highest in February, the company estimated that the revenue of the third quarter of Yiguang is expected to grow by 6 to 8%. According to projections, the revenue of the third quarter of Yiguang will reach 81 to 8.25 billion yuan, a record high, and the revenue will maintain a steady growth track.
The legal person pointed out that the backlight correction range of the third season of Yiguang has no large crystal power, mainly due to different customer groups. Crystal power shipments are mostly for Korean backlight factories. The main customers of Yiguang are in the mainland, and the mainland backlight is revised downwards from May 1st. There is still room for downward revision in the month, but the new model will also start to pull goods from October, so the backlight of the fourth season of Everlight is similar to the third season.
In addition to Everlight, the third quarter revenue forecast of Dongbei and Ronda is expected to be high, and the third quarter of the packaging plant is better than the LED chip factory.
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