The demand for LED backlights has frozen in July, and the Taiwan LED factory, which is still highly dependent on the backlight market, has also faced a situation in which the peak season is not prosperous. Li Bingjie, chairman of Jingdian, pointed out that the demand for LED TV backlights in the third quarter has fallen sharply from the previous quarter, although LED lighting still maintains strong growth, but the LED backlight factory with a higher proportion of backlights than LED lighting will have lower third-quarter revenue performance than usual. The overall output value will be the same as the second quarter, or within 10%.
Since the fourth season is the traditional off-season, the LED industry has already had the saying that the third season is not busy and the fourth season is not light, but Li Bingjie still holds a conservative view that the Korean TV backlight supply chain is the fourth. In the season, the main model is the main cargo kinetic energy. If the demand for stocking in the Chinese Lunar New Year is added, it will reflect all the demand for stocking in the first ten days of December. If the overall situation is concerned, the key to the “low season is not lightâ€. Kinetic energy, unless individual companies have special performance.
However, Li Bingjie also stressed that lighting demand continues to grow, as long as the layout of the lighting market, performance this year will be compared to last year. The 3x speed growth rate of the lighting that is optimistic in the middle of this year will be a touchdown. It is only because the base period is low. The response of the LED factory in Taiwan is limited this year, but the penetration rate of LED lighting will exceed 10% this year. It is a good one. The base period is expected to double again next year and the penetration rate will be 20%, so the actual contribution of lighting next year will be more significant.
The legal person believes that Jingdian successfully turned profit in the second quarter, mainly due to the loss of non-operating losses, including the adjustment of Guangrong's production capacity and the transformation of the Shandong factory. As the capacity planning improved, it is estimated that even the crystal power is still Maintain profitability levels.
Since the fourth season is the traditional off-season, the LED industry has already had the saying that the third season is not busy and the fourth season is not light, but Li Bingjie still holds a conservative view that the Korean TV backlight supply chain is the fourth. In the season, the main model is the main cargo kinetic energy. If the demand for stocking in the Chinese Lunar New Year is added, it will reflect all the demand for stocking in the first ten days of December. If the overall situation is concerned, the key to the “low season is not lightâ€. Kinetic energy, unless individual companies have special performance.
However, Li Bingjie also stressed that lighting demand continues to grow, as long as the layout of the lighting market, performance this year will be compared to last year. The 3x speed growth rate of the lighting that is optimistic in the middle of this year will be a touchdown. It is only because the base period is low. The response of the LED factory in Taiwan is limited this year, but the penetration rate of LED lighting will exceed 10% this year. It is a good one. The base period is expected to double again next year and the penetration rate will be 20%, so the actual contribution of lighting next year will be more significant.
The legal person believes that Jingdian successfully turned profit in the second quarter, mainly due to the loss of non-operating losses, including the adjustment of Guangrong's production capacity and the transformation of the Shandong factory. As the capacity planning improved, it is estimated that even the crystal power is still Maintain profitability levels.
Usb Docking Station,Usb Hub Docking Station,Docking Station With Hdmi,Usb C Hub Laptop Docking Station
Shenzhen GuanChen Electronics Co., Ltd. , https://www.gcneotech.com