Yesterday (8th), Taiwanese LED factories Yiguang and Guangbao Technology also announced their results in July. Both revenues decreased year-on-year, and the chain ratio increased or decreased. Among them, Yiguang's July revenue was a new high of nearly four months, and pointed out that this year's main growth momentum is automotive and invisible products. Guangbao also said that it benefited from the continuous growth of invisible light demand and the smooth shipment of automotive lighting. Its photovoltaic division revenue increased by nearly 10% year-on-year.
Yiguang's consolidated revenue in July was 2.026 billion yuan (NTT, the same below), a monthly increase of 1.8%, an annual decrease of 8.1%, a new high of nearly 4 months; the first seven months of accumulated revenue of 14.208 billion yuan, an annual decrease of 10.72 %. The main growth momentum of Everlight this year will come from automotive and invisible products. The capacity will be expanded by at least 20% compared with last year before the end of the year, and the second half is expected to be better than the first half.
Everlight's main growth momentum this year will come from automotive and invisible products. Last year, automotive LED revenue accounted for less than 10%. This year, the proportion of vehicle use continues to increase, with a chance of more than 10%, and this year has entered the Tier 1 car factory in Europe and America. By passing the certification and starting to supply the headlight source in the third quarter, the vehicle production capacity will also be expanded. The vehicle production capacity is expected to increase by 30% compared with last year.
In addition to automotive products, the Everlight infrared LED sensor business will continue to grow this year and will also expand production. Overall, the invisible light production capacity will be expanded this year compared with last year. At present, the invisible light revenue accounts for about 30%. Before the end of this year, invisible light production capacity will be 20% higher than last year.
Ye Weifu, chairman of Everlight, previously said that the situation of pulling goods in the first half of this year is not hot, but there are signs of warming in the third quarter. The second half will be better than the first half of the year, and the performance of the whole year will still have to wait and see.
Lite-On achieved revenue of 15.504 billion yuan in July, down 21.05% month-on-month and 11.5% year-on-year. This was mainly due to the transfer of mobile phone camera module business. The accumulated revenue for the first seven months of this year was 117.73 billion yuan, down 2.6% year-on-year.
Among them, the revenue of the optoelectronics department accounted for 17% of the total in July; among them, the market demand for invisible LEDs continued to grow and the market share of LED components increased, coupled with the smooth shipment of LED automotive lighting and the expansion of LED streetlight shipments in the Middle East market. The revenue of the optoelectronics department increased by nearly 10%.
Information products department accounted for 63% of revenue; among them, cloud computing high-end servers, Netcom equipment power management systems, server chassis and AI smart home equipment power products continued to grow and the market share of computer peripheral products such as keyboards and mice increased. Driven by this, the revenue of the information products department grew steadily year-on-year. At the same time, the storage device division accounted for 14% of overall revenue in July.
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