LED industry enters the off-season, Taiwanese manufacturers' revenues fell in November

The LED industry in Taiwan showed signs of fatigue in November, and the LED industry announced its entry into the off-season. The revenues of Jingdian, Yiguang, Yuyuan and Dongbei all declined in November. The industry believes that the trend of cheap big TV is coming, and the demand for LED is rising. It is expected that after the Lunar New Year next year, this big TV trend will bring a little warmth to the LED market.

In November, revenue was 331 million yuan (NTD, the same below), down 23% from October. Although the revenue in November was low this year, through cooperation with Sanan Optoelectronics, it has the opportunity to accept Continental's 8.5-generation factory orders will continue to expand at the end of the year, and the company is optimistic about the outlook for next year.

Jingdian and Yiguang's November revenue also began to reflect the off-season effect. Jingdian's November revenue was 1.365 billion yuan, a 10% decrease from the previous month, but compared with the same month last year, it showed positive growth. Jingdian pointed out that the performance of the cargo in December was better than that in the past off-season. It is worth noting that the large TV effect being fermented is estimated to be more than 10% more than the required area of ​​the LED chip as long as the panel is 2 inches larger; This trend is just beginning, and the big TV effect may be more obvious next year.

Dongbei's consolidated revenue in November was 736 million yuan, down 15% from the previous month, mainly because the overall TV performance began to slow down after the European and American Thanksgiving Day promotion season, but there were many new machines listed in the fourth quarter of the tablet and notebook. European and American lighting shipments also increased by 20% from the previous month. The legal person estimates that Dongbei is benefiting from the resurgence of LED-backlit TV orders. This year's revenue is expected to increase by more than 30% compared with last year.

Dongbei said that the market demand for Japanese 10-generation TV panels has increased significantly in the near future. It is estimated that this 60-70-inch TV promotion has become a trend. Next year, large-size flat-priced TVs will enter the home, and the overall LED demand will increase. The order will increase in the fastest time after the Lunar New Year.

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