Taiwan's Most LED Manufacturers Say Revenue Drop in July

Affected by the sluggish demand for LED TV terminals and the impact of recent US debt, most LED manufacturers in Taiwan experienced a drop in revenue in July. Jingdian’s revenue in July fell to NT$1.458 billion, which was a 15% decline from June’s 1.73 billion yuan; Londa’s July revenue was 721 million yuan, a slight decrease of 3% from June; Planning for September’s listing Leijing Plant Guangyu’s revenue in July was 250 million yuan, a month-on-month decrease of 24%. LED plant of Baobao Branch of the packaging plant reported flat revenue, but shipment of the camera module was very strong, with monthly revenue growing by 3%. Taigu revenue was 292 million yuan, the monthly growth of nearly 1 percent, for the current announcement of the performance of LED stocks, the highest growth rate.

Jingdian’s demand for TV backlighting is still at a low point, with a monthly revenue reduction rate of 15.7%. The legal person stated that at present, the order of LED-backlit LCD TVs has not significantly recovered. Fortunately, the price of raw materials has been significantly retraceable. It is expected that the pressure on the profitability of the wafer factories can be effectively relieved, but it is necessary to pay for the bright report cards. TV demand conditions.

Ronda will convene a pre-IPO lawsuit and announce its financial statements for the first half of the year. Londa's consolidated after-tax profit in the first half of the year is 38.06 million yuan, a sharp drop from 612 million yuan in the same period in 2010, and its after-tax earnings per share is only 0.1%. Yuan, also fell below the market glasses. In the first half of the year, the gross profit margin was 13.36%, which was nearly doubled compared with 26% in the same period of last year. Operating profit was 80% lower than the same period last year. Ronda quickly turned to the lighting market this year, but gross profit has not improved.

Guangyu’s revenue in July was RMB 250 million, which was 24% lower than the RMB 329 million in June. Due to the poor demand for TV backlighting, the performance continued to remain low, and as the lighting market continues to increase, the company will sprint on the lighting market; The company’s board of directors also decided to increase the capital of Kwong Wah Optoelectronics (Shenzhen) by US$1.1 million (about 32 million Taiwan dollars) and will be used to expand LED Lei chips, chips, LED light source modules and lighting products.

Taigu’s revenue for July was 292 million yuan, which was better than 266 million yuan in June. Thai Valley’s Spokesman’s Manager Jeffrey Schweitzer said that the main reason is that South Korean TV customers’ orders have recovered, boosting revenue growth; August’s status is currently observed, Revenue should be comparable to July. As for when LED backlighting LCD TV orders can be effectively reheated, Shi Zizhen expressed that he would have to observe again.