Taiwan LED factory is expected to achieve growth in November revenue


Taiwan's LED factory Jingdian, Yuyuan, Dongbei, New Century, Hongqi and other October revenues have slightly recovered, and Hongqi's revenue under the new orders has climbed to this year's new high, the most outstanding performance.
In October, Jingdian's consolidated revenue was 1.982 billion yuan (NTD, the same below), with a monthly growth rate of 6.2 and an annual growth rate of 16.96, which was better than market expectations. Jingdian said that 10 revenue growth is mainly due to the fact that the demand for 4 yuan LED is still quite hot, but the demand for blue LEDs has begun to decline, and the orders in November are currently looking good. In addition, the combined revenue of Crystal Power in the first 10 months was 17.179 billion yuan, an annual increase of 5.52.
In October, the combined camp recovered to 364 million yuan, a monthly increase of 24.77 and an annual decrease of 24.83. The round said that the monthly increase in October was 24.77, mainly due to the particularly low base period of revenue in September, and it seems that the revenue in October is still in October. At the off-season level, the off-season effect is expected to continue in November. The lower revenue in September was mainly affected by the product conversion capacity. In addition, a batch of returns was returned to normal in October, and after communicating with customers, the original returned products have been re-sold in batches.
Dongbei's combined revenue in October was 530 million yuan, a monthly increase of 3.4, and an annual decrease of 39.2. Dongbei estimates that the fourth quarter revenue is expected to increase month by month. Dongbei said that shipments began to resume growth in October, mainly due to the TV customers' adjustment of inventory in the third quarter. The orders have a monthly return trend. In addition, the demand for orders in the North American lighting market has surged, and the revenue has been in September. In the fourth quarter, the operation will increase month by month.
In the new century, the consolidated revenue in October was 374 million yuan, a monthly increase of 5.31, and an annual decrease of 1.62.
Hongqi's consolidated revenue in October came to 468 million yuan, a monthly increase of 13.96, and an annual increase of 18.29, a record high this year. Mainly benefited from new orders. Hong Qi said that the third quarter's utilization rate is less than 50%, and the fourth quarter can be further increased to 70 to 80, which will lead to a gradual increase in performance.

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