Jane Feng, chairman of Taiwan's LED manufacturer, Yuanyuan, pointed out that due to the influence of Korean customers on the down-regulation of LED-backlit LCD TV LCD TV backlights, Haoyuan's revenue declined slightly in August, but due to the convergence of mainland TV orders and the lighting market, The overall performance cooling rate was not expected to be large. Orders for TV backlights that did not know when to return to temperature, some new models were released in September and have begun to ship in small quantities. It is expected that orders for new models will be enlarged in the fourth quarter. Therefore, whether the overall performance of the fourth quarter can be smoothly recovered will be related to the recovery of TV backlight orders. This part remains to be seen.
Jane Feng Ren said that due to the influence of South Korea's Samsung, LG to adjust the inventory of old models, and the sales pressure of LED-backlit LCD TVs, it is estimated that the penetration rate of LED-backlit LCD TVs this year is estimated to be about 20%-25% (lower than originally expected 30). %the above). However, there are many new models of LED-backlit TVs in the Chinese mainland market, which are expected to be performed in the LED market. In addition, the demand for lighting market has risen markedly, and the gap in the order of LED-backlit LCD TVs has been moderately filled. Therefore, although the revenue in August has declined, the decline is not as high as expected.
Looking forward to the fourth quarter, it is estimated that the revenue in the second half of the year is expected to grow by 50% compared with the first half of the year. However, due to the impact of Korean customers' TV backlight orders, the revenue in the second half of the year should still grow compared with the first half of the year. The growth rate may slow down. It remains to be seen whether the LED TV backlight orders in the fourth quarter will rebound significantly and drive overall performance.
In terms of lighting, Jane Feng Ren said that Yuanyuan’s lighting products accounted for about 10% of revenue at the beginning of this year, but now it has increased to 20%. Because the base period is low, the growth of LED dies is calculated in multiples. At present, high-voltage LEDs and vertical LEDs, including high-brightness LEDs used in projectors, have already contributed in the third quarter.
Overall, Yuanyuan’s revenue in August was initially estimated at about 500 million yuan, slightly lower than that in July, but the reduction was better than expected. Mainly because of the decline in demand for TV backlight orders, and the adjustment of product specifications in response to changes in orders, and the failure to reflect the output benefits in a timely manner. TV orders may come back in the fourth quarter of this year, but the extent of the rebound is still to be observed. The fourth season of TV backlight orders will also be the key to the performance of the fourth quarter of this year. Because traditionally, the use of small and medium-sized backlights in the fourth quarter will fall.
As for the new LED factory in Yangzhou, Yangyang Optoelectronics, although the progress of the plant has been slightly delayed, MOCVD machines are currently being introduced. It is expected that small quantities will be produced in the fourth quarter of this year, and will initially be supplied to shareholders. Ruixuan Technology, Dongbei Optoelectronics, etc. are the mainstays, but long-term development will not be limited to the supply chain of shareholders.
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