Due to the relatively low sales orders of various brands, the LED backlight LCD TV 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 majority of LED epitaxial manufacturers in Taiwan. The monthly results are 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 shipment situation, and Q4 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), LED TV backlights for September to Q4 The source order is 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 revenue in September is more than NT$200 million, its Q3 revenue will reach 700 million yuan, which is 15% to 20% higher than Q2.
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 Q3 revenue in 2010 will 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’ demand for TV backlights between Q4 and Q1 2011 remains Have confidence.
Related stock price 2010/09/10 - 14:10 New Century TWD 47.90 (+3.01%) Crystal TWD 90.40 (+6.98%) Thai Valley TWD 36.00 (+3.75%) Round TWD 42.10 (+5.25%)
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