The market for small and medium-sized panel applications in Taiwan is in a downturn. Taiwan's listed cabinet LED manufacturers are still mainly based on mobile phones and small and medium-sized electronic products, and the profitability of the company has also shrunk. LED manufacturers including Jingdian, Yuyuan, Dongbei, Hongqi, Liqi, etc., not only saw their revenues fall by 10%-25% in May, but even worse than the same period last year. As revenue performance is lower than expected, and industry fundamentals, the visibility of small and medium-sized panel demand is still low, and it is estimated that LED manufacturers will also shrink this year.
LED manufacturers' performance in June was sluggish. In terms of LED chips, both Jingdian and Yuyuan expected that revenue in the second quarter is expected to increase month by month, but revenue in June fell 15% and 23% respectively from May. Even decreased by 1%-2% compared with the same period last year. In terms of LED packaging, in addition to the diversified product line, Everlight's revenue in June was steady, and it continued to grow by 13% compared with the same period of last year. As well as the revenue of Haohong in June was 3% lower than that of the previous month, but the annual growth rate is still 10%. In addition to the other, the rest of the June revenues, including Dongbei, Hongqi, and Li, have declined compared with the previous month. Among them, Dongbei monthly reduction rate of 23%, annual reduction rate of 33%, the largest decline; Hongqi June revenue reduction rate of 16%, annual reduction rate of 14%; standing monthly reduction of 5%, annual reduction of 15% .
Taiwanese manufacturers in China said that the performance in June was sluggish. Although there were also customers' quarter-end inventory factors, many customers did not purchase from mid-June, but the weakening of market demand for major products was another major factor. Due to the poor environment and the market demand in mainland China, the demand for digital photo frames, including mobile phones and 7-inch backlights, has been falling since mid-to-late May. The market conditions of various products in June are not good. Visibility is not high after the month.
Although the potential growth potential of LED lighting applications and large-size backlight applications is considerable, the current LED manufacturers in Taiwan still use low-end lighting and mobile phones, small and medium-sized consumer electronics backlight applications, including Yuyuan, Yuhong, Dongbei, Hongqi, Li??, etc., mobile phone applications and small and medium-sized electronic applications accounted for 60%-70% of the total revenue, so the demand for mobile phones and small and medium-sized products still dominate the domestic LED manufacturers in the short term. Operation. The recent weak market performance of mobile phones and small and medium-sized consumer electronics products has not only affected the operation of related panel manufacturers, but also the revenue of related LED manufacturers has declined. It is expected that the profit will also shrink.
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