Due to the relatively low sales orders of various brands, the LED backlight LCDTV inventory adjustment situation is still being extended, and some manufacturers still have supply problems of sapphire substrates, MO gas and other raw materials, resulting in the current performance of most LED extension manufacturers in Taiwan. Not very optimistic.
At present, the production capacity of blue LED is full, but the utilization rate of quaternary LED is about 75%~80%. In addition, there is an urgent order in August, and the overall performance is not affected much. However, due to the Mid-Autumn Festival and the 11th holiday in September, some goods have to be shipped before the end of the month. It is expected to affect the September revenue, but the actual results will depend on the overall shipments, and the fourth quarter will enter the weak quarter.
Due to the small amount of goods pulled by Korean customers, the old stocks have yet to be cleared. Recently, although Korean customers have released small orders for new models (LED-backlit LCD TVs), LEDTVs for the September to the fourth quarter. Backlight orders are still on the sidelines.
Due to the slight decrease in TV backlight order demand, the recent supply of raw materials has not been sufficient. Although there are orders for lighting application products, but due to different specifications, it is not easy to have quantitative benefits. Therefore, it is expected that the revenue in September will fall again than in August. a little. However, if Taigu’s September revenues are above NT$200 million, its third-quarter revenue will reach 700 million yuan, up 15%-20% from the second quarter.
In view of the recent market conditions of LED-backlit LCD TVs, it is expected that the revenue in September 2010 will be slightly lower than that in August or equal to August. However, if calculated according to expectations, Guangjia's third quarter 2010 revenue can still reach about 1.5 billion yuan, a quarterly increase of 15% -20%.
Benefiting from new orders, the new century is expected to continue to rise in September. The company cut into the LED-backlit LCD TV market late, and its orders are mostly new models. Therefore, the adjustment of inventory by the old models has less impact.
However, due to the development of LED-backlit TV, and the early promotion of various manufacturers in Europe and the United States and the promotion in the mainland, it will reduce inventory, manufacturers' TV backlight demand from the fourth quarter to the first quarter of 2011. Growth, still have confidence.
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