TV backlight demand is good LED upstream Q2~Q3 performance continues to climb

As the industry enters the peak season and the demand for TV products with LED as the backlight is excellent, the LED industry's revenue will increase in the second and third quarters of this year. At present, the epitaxial plant Jingdian (2448), Yuyuan (3061), Guanglei (2340), etc., the third quarter revenue is expected to increase the performance of the season by more than 10%.

At present, the orders of Jingdian and Yuanyuan exceed the production capacity by about 40%. As the new capacity of the industry will gradually be put in place month by month, it will add momentum to future revenue. In addition to the demand for quaternary and blue LED products, the company's sensor components have reached the fourth quarter of the order, and the Korean industry will become the main kinetic energy to push up this year's performance. Next year, there will be a large Japanese company. Factory blessing.

In the second quarter of the LED industry, in the new capacity contribution, the increase in revenue scale and the lack of cost, the transcripts of revenue and profit growth can be paid. However, since the beginning of the third season, due to the quotation of raw materials such as sapphire substrates and MOSource, the LED industry still has room for revenue growth, but the growth rate of gross profit margin will increase relatively.

Coaxial Cable

Rf Coaxial Cable,Digital Coaxial Cable,Coaxial Cable For Internet,Coaxial Cable Types

Zhejiang Wanma Tianyi Communication Wire & Cable Co., Ltd. , https://www.zjwmty.com

Posted on