LED industry spring Yan came early, LED manufacturers including Guangbao Branch (2301) LED department, Jingdian (2448), Yiguang (2393), the monthly income of more than last December, orders appear before the Lunar New Year The additional phenomenon caused Yiguang and Jingdian to have to work overtime during the Lunar New Year's Eve. The CEO of Lite-On Technology, Teng Guangzhong, also described the current status of LEDs as "the person who is out of stock or the goods every day" (12). In the first half of this year, the LED industry is good, and Lite-On will grow at least 30% in LED this year.
Years ago, the company was continually being squandered by the short-selling month, and its revenue was 860 million yuan, which was better than the 837 million yuan in December last year. It will be better than December and will remain at a level of more than 900 million yuan. Lite-On announced its January monthly revenue. LED revenues also reached 940 million yuan, which is better than last December. As for the annual growth rate of the three major manufacturers, the annual growth rate is between 40% and 60%.
Jingshi spokesperson Zhang Shixian said that the first quarter of this year is indeed better than the first quarter of last year. Before the Lunar New Year, customers will continue to add orders. At present, orders continue to warm up. During the Spring Festival, high-brightness LED epitaxial machines have not stopped. .
Yiguang spokesperson Liu Bangyan said that the order status in February was significantly better than that in the same period of the previous year. Some personnel continued to work overtime during the Spring Festival this year to meet the demand of customers to pull goods, so that the revenue of Yiguang's February revenue also significantly exceeded the same period of the previous year.
The former Tianjing factory, which was estimated to be completed in the first quarter, is currently being extended to the second quarter; Teng Guangzhong said that because the off-season is not weak, Lite-On has begun to rent out the factory, and the Tianjin plant may be delayed until June. Capacity can be increased by 1.5 times.
Zhang Shixian said that customer orders have come in one after another, mainly focusing on backlights. Jingdian will hold a business meeting recently to confirm that new orders will be shipped in those months, but it is certain that Jingdian will grow this year. At the industry average. At present, the net value per share of Jingdian is about 34 yuan to 35 yuan. Jingdian closed at 66.7 yuan yesterday, and the net worth ratio has been below 2 times, which is a low level.
Teng Guangzhong said that the outlook for the LED industry in the first half of this year is still good. The first quarter of Lite-On's LED orders will not be light in the off-season, and the layout of Lite-On in LED has been completed. This year, LEDs will grow at least 30%.
This year, LEDs began to be widely used in the backlight of notebook computers. Everlight has begun to introduce NB of this year's new models; Everlight's evaluation, LED penetration rate can be increased to 62% this year, although this year in NB The penetration rate is only about 15%, but it will increase rapidly in the future, and it can double to 33% next year. In 2011, it will double to 71%. This trend is quite obvious.
Liu Bangyan pointed out that the main growth driver of Everlight this year is still the backlight of the panel. At present, the overall mass production supply is 7 å·± é€ å«‰ 嫉 嫉 用 用 用 用 用 用 用 用 用 用 用 用 用 用 用 用 用 用 用 用 用 用 用 用 用 用 用 用Source products have also been approved by customers, and shipments are expected to increase from the third quarter.
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