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On November 8th, according to Taiwan media reports, the LED population's October revenues were released one after another. The company's revenues from the company's revenues are expected to continue to record a new high, Dongbei, Yiquan, Qihong and other packages. The factory interrupted the revenue and created a 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 phones after the mainland's eleventh holiday, but the penetration rate of LCD monitors and LCD TV backlights has improved. The overall fourth-quarter large-size backlight 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 LED backlight going to large size, it is estimated that the revenue will remain high, and it is expected that the off-season will not be light. Yiquan believes that the company's LCD reflector products fall into the off-season, 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 the fourth quarter entered the low season of operation. 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 production capacity. With the opening up, revenues have new opportunities for innovation.
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