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The LED population's October revenues have been released one after another. The company's revenues are expected to continue to record highs, including Dongbei (2499) and Yiquan (2486). Packaging companies such as Shunhong (3031) interrupted revenue and created new momentum.
Jingdian said that in October, 1~2 MOCVD epitaxy machines were added to mass production, and the order was better than September. The quaternary LED order was also good, and the shipment was smooth. However, the revenue is still in settlement, and it is impossible to comment whether High innovation. The legal person believes that the chances of Jingdian's revenue growth in October will not be low, and there is an opportunity to surpass NT$1 billion.
Dongbei pointed out that the slight decrease in revenue in October was mainly due to the slowdown in demand for mobile terminals after the 11th holiday in China, but the penetration rate of LCD monitors and LCD TV backlights increased. The overall large-size backlight in the fourth quarter is expected to make up for mobile phone demand. Slow down revenue gaps. Dongbei said that in the fourth quarter of this year, with the development of LED backlights to large size, it is estimated that revenue will remain high-end, and it is expected that the quarter will not be weak. I believe that the company's LCD reflector products fall into the light quarter, unless LED shipments can make up for LCD vacancies, otherwise "most at the same level as the third quarter."
The legal person pointed out that in the fourth quarter, it entered the operating quarter. Due to the adjustment of inventory by the panel factory, the operation of the LED packaging factory turned weak, while the upstream epitaxial wafer factory was under the tight blue light production capacity. So far, the production capacity is still full, plus some new ones. Production capacity has been opened one after another, and revenues have new opportunities. 