LED manufacturers announced their November revenues, benefiting from the completion of the inventory of the panel factory, the new model LED TV began to pull goods, yesterday (6) announced the revenue of the billion-light, Ronda single-month revenue has been connected to 2 The month rebounded; although Jingdian has not yet announced revenue, the legal person expects the November revenue to increase from October.
Since October, LED upstream epitaxial and downstream packaging plants have clearly felt the wave of this panel factory inventory to warm the flow, to the downstream packaging plant Yiguang, Yuhong observation, November revenue is significantly higher than October growth, billion light The termination of the dilemma that began to decline in July after July, the revenue in November was 1.331 billion yuan (NTD, the same below), the monthly growth rate was 6.2%, the annual growth rate was 18.41%, and the accumulated revenue in the previous November was 15.368 billion yuan. Increased by 51.34%.
After the LED factory passed the traditional off-season in the fourth quarter, for the first quarter of 2011, the industry generally believes that the first quarter of 2011 revenue is about the same as the fourth quarter of this year, and the end of the first quarter of 2011 can smell the coming season. The atmosphere, benefiting from the LED TV will enter the peak season in the second quarter, when the revenue has a clear opportunity to climb.
Jingdian is expected to announce its revenue in November this (7th). The legal person estimates that Jingdian’s November revenue will start to be shipped in the Korean model, and there will be a slight increase in the number of products in October, but the fourth quarter. Still in the off-season, the estimated revenue is reduced by about 5-10% compared with the third quarter; it is understood that Jingdian will continue to enter the MOCVD machine in December for the 2011 expansion plan. It is expected that the new machine will be in the second quarter of 2011. Put into production.
Ronda, which was affected by the inventory of the panel factory, also steadily recovered its revenue in November, at 566 million yuan, up 12.79% from the previous month and 144.48% from the same period last year. Yuhong benefited from the demand for SMD package products. Driven by a significant increase, November revenue was 437 million yuan, up 10% from October.
For the outlook for December, LED manufacturers are expected to be about the same as in November, and December has the impact of the inventory factor at the end of the year. Customers may stop receiving goods in mid-December. The legal person estimates the December revenue of each manufacturer. November was flat or slightly down.
Recently, LED upstream epitaxial wafer factory has reported that LED demand has not risen significantly in the first quarter of next year. Some manufacturers have already ordered MOCVD, which requires equipment factories to delay delivery, and even the first quarter of this year, the first price reduction of grain products. .
Insiders pointed out that some upstream manufacturers in the first three quarters in order to grab the machine, once ordered a considerable amount of MOCVD to the equipment factory, and later encountered the problem of LED TV backlight demand is not required to delay delivery, the price reduction part is only for the old For the products, the industry expects that the growth of shipments will fall in the second quarter of next year. These problems are expected to improve in 2011.
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