Taiwan's LED manufacturers Longda and Jingdian announced their July revenues, and the performance of the two companies declined. Ronda said it will continue to adjust its product portfolio, and has significantly reduced the proportion of low-margin lighting products and switched to high-tech and high value-added areas. On the other hand, Jingdian said that the backlight and lighting demand will be warmed up in August, and the application of new products such as Mini LED and VCSEL is gradually put on the agenda, which is expected to drive demand.
Ronda
Ronda's consolidated revenue in July was 948 million yuan (NTD, the same below), with a monthly increase of 4.3% and an annual decrease of 14.99%; cumulative revenue from January to July 2017 was 6.577 billion yuan, a decrease of 9.76% compared with the same period last year.
Ronda said that the company's continuous adjustment of its product portfolio has significantly reduced the proportion of low-margin lighting products, and has intensified customized lighting modules with high technical content and added value, as well as high-power LEDs for special applications. Among them, the world's first 5050 package of RGBWW can greatly improve the dimming color gamut and adopt the flip chip to improve product reliability. It is suitable for indoor and outdoor high-end intelligent lighting applications.
In addition, Ronda lighting components have entered the special application market such as stage lights and advertising lights. In the backlight part, in response to the design trend of the full screen of the mobile phone market, the Ronda 0.3t LED product has ultra-thin and ultra-small features, and locks the high-end mobile phone panel, which is favored by customers. In response to the high contrast demand for TV and outdoor display billboards, Ronda continues to introduce high-voltage HV LED products for direct-lit backlighting.
In the new application field, Ronda said that the LED components used in wearable devices have entered the top 5 sports bracelet brands in the world, and the UV (UV) LED die and package products are also continuously shipped for nail lamps and printing. Cured.
Crystal electric
In July, Jingdian achieved a combined revenue of 1.814 billion yuan. It was affected by high inventory and downstream customers of lighting and backlight. The revenue was weakly affected by 0.1%, and the annual revenue was reduced by 19.36%. The accumulated revenue for the first 7 months was 12.256 billion yuan. 16.19%.
Looking forward to the third quarter, Zhou Mingjun, general manager of Jingdian, previously pointed out that lighting customers have digested their stocks in the second quarter, and in the third quarter, due to the gradual digestion of stocks, and the big festivals such as Thanksgiving, the demand for backlights has also returned significantly. It is expected that the backlight and lighting kinetic energy will be gradually recovered in the third quarter. The performance in July is not much different from that in June, but it is expected to return to temperature in August.
In the application part of Mini LED, Jingdian has been in contact with end customers including mobile phones, e-sports, tablet, car and TV applications. It is reported that e-sports applications have found solutions in the fourth quarter, and demand momentum can be expected. .
In the VCSEL foundry business segment, Jingdian has previously said that in the fourth quarter, there will be a small amount of shipments to 6-inch OEM customers, contributing revenue, and a larger number of orders are expected next year.
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