LED factory revenue continues to create new high Q4 and then prosperous


The LED group opened in the third quarter, and the fourth quarter is expected to be weak. The upstream chip makers in short supply are the most brilliant. Cree may turn to Taiwan alone, so that the chip company's stock price is red, but the legal person believes that The chip factory has limited production capacity this year. "Even if there is no capacity to ship the order," Cree's single-turn news is more than the fundamentals.

Dongbei self-concluded September revenue of 463 million yuan, up 9.1% from August, hitting a single month for a five-month period, Shi Xingao; higher than market expectations, due to strong demand for LED Monitor and LED TV, the company estimates, fourth Quarterly LED Monitor and LED TV backlight shipments will double, and revenue will remain hot in the third quarter. Dongbei recently expanded its large and medium-sized backlight production capacity, and cooperated with the upstream chip factory to expand production schedule. In response to the demand for medium and large LED panels, the new production capacity will bring significant orders and revenues for the fourth quarter.

First, today's September revenue was 455 million yuan, up 1.89% from August, and 3.71% compared with the same month last year. It was the highest in a single month this year. The legal person estimates the profit per share in the third quarter. 1.3 yuan, the accumulated profit per share in the previous August is 2.6 yuan.

Benefited from the LED TV demand detonation, the round of September revenue will rise again, initially estimated to be about 240 million yuan, a single month? Shi Xingao; limited by the capacity expansion time, chip out of stock will continue until next year, From the order, the revenue of the round is expected to go up to November. Yuyuan and Dongbei entered the South Korean Samsung LED TV supply chain, and recently received orders for Ruixuan Technology (2489) LED TV, and became the LG LED TV supplier through Ruixuan. LED TV orders continued to enter and pushed up. The round revenue has been significantly higher since June.

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