Taiwan's three largest LED packaging plant revenue growth exceeded 16% in the second quarter

The LED plant was affected by the inventory of the June quarter. Currently, the LED packaging factories in Taiwan, Yiguang, Dongbei, and Lunda’s revenues have all been announced, with a decline of 11.82%, 14.47%, and 2.27% respectively from the previous month.

However, in terms of growth performance in the second quarter, it is actually not bad. Among the three packaging companies, the growth rate of Ronda in the second quarter was as high as 34.1%, followed by Yiguang with more than 20%, and East Bay was also 16.6%. % of the quarterly growth rate.

Yiguang pointed out that the subsidy policy for energy-saving and energy-efficient people in China's mainland was affected by the end of May. The LED backlighting customers' apparent pullback in June saw a slowdown in sales, coupled with fewer working days and inventory counts, which caused the revenue to decline during the month. The rate is relatively large; however, the overall capacity utilization rate remains at 90%. In the second quarter, it still delivered growth. The billion light Q2 revenue was 5.97 billion yuan, and the quarterly growth rate was 20.7%.

Londa's June consolidated revenue was 1.29 billion yuan, a month-on-month decrease of 2.3%. However, due to its revenue contribution to PowerLink, it increased by 42.01% annually. Lunda pointed out that the company's semi-annual report in June coincided with the effect of customers, control of inventory and other factors, while affecting single-month revenue performance; but Q2 consolidated revenue of 3.85 billion yuan, up 34.1% over the previous quarter, Lunda The two quarters of the industry's struggle to profit from losses.

Dong Bei said that LEDTV backlight customers have delayed the pulling of goods, and that the new products for touch panel products in June have not been mass-produced since the third quarter. Therefore, the overall backlight product performance declined in June, but it is still optimistic about the 3rd. Quarter has a two-digit quarterly growth rate. East Bay's June consolidated revenue was only RMB 600 million, a 14.5% decrease from the month, and consolidated revenue of RMB 2 billion in the second quarter, a 16.6% increase from the previous quarter.