The reporter learned from industry research institutions that Taiwan's LED factory Jingdian, New Century, Ronda, Dongbei, etc. recently announced October revenue data, and revenue performance was average.
For upstream chip makers, Jingdian's latest October revenue was NT$1.917 billion (NT$, the same below, equivalent to RMB 382 million), down 15.47% month-on-month, the fourth consecutive month of decline. It is reported that Jingdian has taken the lead in advancing the annual industrial peak in July. Since August, the company has been affected by the digested inventory of the library and its operations have turned weak.
However, another epitaxial film maker in the new century, after a four-month decline in revenue, stabilized in October, with a combined monthly revenue of 268 million yuan (equivalent to about RMB 53.42 million), a monthly increase of 3.75%.
In terms of downstream packaging, Longda Electronics' revenue in October was 1.12 billion yuan (equivalent to approximately RMB 223 million), up 5.4% from the same period last year and down 16.7% from September. According to Ronda Electronics, due to seasonal factors, backlight and lighting applications were affected by the off-season effect in October; the backlight part entered the traditional off-season in the fourth quarter, and the demand of Korean customers was tightened, and the backlight application declined in October.
Another packaging company, Dongbei, had a combined revenue of 877 million yuan (equivalent to about 175 million yuan) in October, a decrease of 4.52% per month, an increase of 60.37% annually. From January to October, the accumulated revenue was 7.47 billion yuan (equivalent to about 1.489 billion yuan). ), refreshing the annual revenue record for the whole year. Dongbei said that although its revenue performance in October was slightly lower than that of the previous month, it still grew significantly compared with the fourth quarter of previous years, and customer demand performance was not weak.
In addition to the continued popularity of the new version of the bulb lamp, the shipment of smartphone backlight products has also grown, and only the large-size TV backlight products showed off-season performance in the fourth quarter.
For upstream chip makers, Jingdian's latest October revenue was NT$1.917 billion (NT$, the same below, equivalent to RMB 382 million), down 15.47% month-on-month, the fourth consecutive month of decline. It is reported that Jingdian has taken the lead in advancing the annual industrial peak in July. Since August, the company has been affected by the digested inventory of the library and its operations have turned weak.
However, another epitaxial film maker in the new century, after a four-month decline in revenue, stabilized in October, with a combined monthly revenue of 268 million yuan (equivalent to about RMB 53.42 million), a monthly increase of 3.75%.
In terms of downstream packaging, Longda Electronics' revenue in October was 1.12 billion yuan (equivalent to approximately RMB 223 million), up 5.4% from the same period last year and down 16.7% from September. According to Ronda Electronics, due to seasonal factors, backlight and lighting applications were affected by the off-season effect in October; the backlight part entered the traditional off-season in the fourth quarter, and the demand of Korean customers was tightened, and the backlight application declined in October.
Another packaging company, Dongbei, had a combined revenue of 877 million yuan (equivalent to about 175 million yuan) in October, a decrease of 4.52% per month, an increase of 60.37% annually. From January to October, the accumulated revenue was 7.47 billion yuan (equivalent to about 1.489 billion yuan). ), refreshing the annual revenue record for the whole year. Dongbei said that although its revenue performance in October was slightly lower than that of the previous month, it still grew significantly compared with the fourth quarter of previous years, and customer demand performance was not weak.
In addition to the continued popularity of the new version of the bulb lamp, the shipment of smartphone backlight products has also grown, and only the large-size TV backlight products showed off-season performance in the fourth quarter.
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