Ronda's expansion of packaging capacity will increase by up to 40%

LED manufacturer Ronda will start a large-scale expansion in recent years. As the demand for backlight and lighting is still prosperous, Ronda's current utilization rate is as high as over 90%, but it is limited by insufficient packaging capacity, resulting in limited revenue growth. Therefore, Ronda plans to expand its packaging capacity, with a capacity increase of 40%, and it is expected to contribute revenue in the third quarter.

Since the beginning of this year, the capacity of LED manufacturers has remained fully loaded. The demand for LED lighting and backlights continues to look strong. Although customers are still placing short orders, the order visibility is available from June to July, and the capacity utilization rate is mostly 90%. Above, it is close to full load, but the expansion of production by major manufacturers is quite cautious, mostly to improve production efficiency.

In response to insufficient production capacity, Ronda has begun to implement a large-scale expansion plan in recent years. Lunda pointed out that the company's current capacity utilization rate is not bad, has exceeded 90%, customers are eager to place orders, but limited by the lack of packaging capacity in the latter stage, the second quarter revenue growth is limited.

In order to open up the bottleneck of packaging capacity, Lunda plans to increase the SMD packaging capacity from 1 billion pieces per month to 1.4 billion pieces. According to this calculation, Ronda's package expansion rate is as high as 40%. It is estimated that the production capacity in the third quarter is expected to be released. Out and gradually contribute to revenue. The legal person estimates that the second season of Ronda is limited by the lack of packaging capacity, and the quarterly revenue has only slightly grown, and there is a chance for a larger growth in the next quarter.

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