Taiwan factory's off-season rushing to harvest 佰鸿, Edison's counter-growth

Although the fourth season is a traditional off-season, there are still some LED operators whose revenue in November is expected to climb against the trend. The LED packaging factory will be able to see NT$300 million in revenue, while Edison, who specializes in LED lighting, will be connected. Single stable, it is expected that the revenue in November is expected to grow by 1% to 20%.

Yu Hong said that November revenue should have a chance to grow compared to October, but the growth rate is not too large, limited visibility in December, coupled with year-end inventory factors, the overall variable is larger, despite the recent receipt of Xiamen pilot LED street light orders However, Sui Hong pointed out that the case's contribution to the operation is still not obvious. Overall, the fourth quarter is still in the off-season effect, and the single-quarter revenue should be lower than the third quarter.

Yu Hong said that at present, the proportion of SMD LED products accounts for about 50%, the proportion of backlights is about 20%, and that of quaternary LEDs is about 20%. Among them, street lamps are stable, shipments are growing compared with 2010, but the proportion is still less than 10%. It is expected that the proportion of revenue from Q4 to 2012 is expected to further increase.

Edison said that although the current order visibility is still not high, but the project type of orders continue to ferment, it is estimated that November revenue growth of 1 to 20% than October, December revenue growth again than November.

 

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