LED factory revenue in June was a bit of a green, Yiguang due to the relatively scattered product line, coupled with the increase in lighting component shipments due to price increases, spurred June revenue growth against the trend of 10.38% in May, reaching 2.428 billion yuan, Yiguang is optimistic about its own economic scale. At the current price point of view, it is the only profitable lighting component factory. In the third quarter, the shipment of lighting components is expected to increase by 20%.
From the point of view of the manufacturers that have announced the revenue in June, the LED industry has shown “slim and fatâ€. The packaging industry’s revenue in the first six months of the year has increased compared with the same period of last year, and the wafer factory has declined. The number of digits led to lower revenues in the first half of the year than in the same period last year.
Yiguang yesterday (8) said that the demand in June did not show obvious signs of growth, but LED lighting components have already spurred market demand due to the increase in price, and the shipment of Everlight's June lighting components is 5 The monthly growth rate is 20%. Yiguang believes that the price war of LED lighting is quite fierce. Since Yiguang has a large enough economic scale, looking at Taiwan's lighting component factory, the current price should only be profitable.
Yiguang also agrees that the price war of LED bulbs in North America has entered the stage of bloodshed output, and major brands will follow up. Maybe the price will not be so low, but the demand is expected to be led out. According to the statistics of Yiguang, the revenue in June reached 2.428 billion yuan, up 10.38% from May, and a slight decline of 4.08% compared with the same period of last year. The cumulative second quarter consolidated revenue reached 7.053 billion yuan, a slight decrease from the first quarter of 2.5. %, the cumulative revenue of Everlight in the first half of the year reached 14.299 billion yuan, an increase of 2.74%.
Jingdian also announced its revenue in June. In the LED price competition and TV backlight demand weakening, the June revenue was only 1.918 billion yuan, which was the second consecutive month of decline. The monthly reduction rate was 15.52% and the annual decrease was 32.01. %, but the second quarter revenue of 6.77 billion yuan, has bottomed out from the first quarter.
Yiguang expects LED lighting to increase in price in the third quarter. It is estimated that the company's lighting components are expected to grow 20% compared with last year. From the downstream packaging plant, observe the price of the upstream Blu-ray wafer ASP. Yiguang believes that the Blu-ray wafer will decline in the second half of the year. It is expected to converge and have the opportunity to control the 2-digit drop.
After the brand maker launched a price war in North America, the chipmakers estimated that the brand's LED bulbs would cost about US$2 ex-works, with a channel profit of 35%, and a reasonable terminal price of US$2.7, but the brand's current retail price is much lower. At $2.7, the speculators speculate that the LED bulb is already bleeding.
From the point of view of the manufacturers that have announced the revenue in June, the LED industry has shown “slim and fatâ€. The packaging industry’s revenue in the first six months of the year has increased compared with the same period of last year, and the wafer factory has declined. The number of digits led to lower revenues in the first half of the year than in the same period last year.
Yiguang yesterday (8) said that the demand in June did not show obvious signs of growth, but LED lighting components have already spurred market demand due to the increase in price, and the shipment of Everlight's June lighting components is 5 The monthly growth rate is 20%. Yiguang believes that the price war of LED lighting is quite fierce. Since Yiguang has a large enough economic scale, looking at Taiwan's lighting component factory, the current price should only be profitable.
Yiguang also agrees that the price war of LED bulbs in North America has entered the stage of bloodshed output, and major brands will follow up. Maybe the price will not be so low, but the demand is expected to be led out. According to the statistics of Yiguang, the revenue in June reached 2.428 billion yuan, up 10.38% from May, and a slight decline of 4.08% compared with the same period of last year. The cumulative second quarter consolidated revenue reached 7.053 billion yuan, a slight decrease from the first quarter of 2.5. %, the cumulative revenue of Everlight in the first half of the year reached 14.299 billion yuan, an increase of 2.74%.
Jingdian also announced its revenue in June. In the LED price competition and TV backlight demand weakening, the June revenue was only 1.918 billion yuan, which was the second consecutive month of decline. The monthly reduction rate was 15.52% and the annual decrease was 32.01. %, but the second quarter revenue of 6.77 billion yuan, has bottomed out from the first quarter.
Yiguang expects LED lighting to increase in price in the third quarter. It is estimated that the company's lighting components are expected to grow 20% compared with last year. From the downstream packaging plant, observe the price of the upstream Blu-ray wafer ASP. Yiguang believes that the Blu-ray wafer will decline in the second half of the year. It is expected to converge and have the opportunity to control the 2-digit drop.
After the brand maker launched a price war in North America, the chipmakers estimated that the brand's LED bulbs would cost about US$2 ex-works, with a channel profit of 35%, and a reasonable terminal price of US$2.7, but the brand's current retail price is much lower. At $2.7, the speculators speculate that the LED bulb is already bleeding.
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