LED packaging factory Dongbei in the third quarter due to TV backlight demand is not as expected, compared to the second quarter difficult to have peak season performance, Chairman Wu Qinghui pointed out that TV backlight customer inventory adjustment has come to an end, the current order has returned signs, although the third The season is not prosperous, and the fourth season is expected to be a low season performance.
In fact, in the third quarter of this year, Dongbei was affected by the adjustment of inventory by South China TV customers, resulting in a reduction in the overall TV backlight demand. However, backlight products from flat touch have been mass-produced since July, and there is a trend of increasing month by month. Compared with other TV backlights, Dongbei's overall third-quarter backlight demand is stable, but the flat-panel touch backlight revenue is small, it is difficult to fill the gap in the TV backlight season.
However, although the TV backlight does not see the peak season in the third quarter of this year, Wu Qinghui stressed that the demand for LED lighting continues to grow, especially the LED lighting of Dongbei has obtained LM-79 and LM-80 certification, which will help Dongbei in overseas markets. The layout gradually shows results.
It is understood that Dongbei in the LED lighting quarterly volume, European and American customers to increase the acceptance of energy-saving products, plus new outdoor street lights and street lighting module products have been certified, also started shipping in the third quarter, so although the backlight performance Not as good as the second season, but the lighting performance can still grow compared to the second quarter. Overall, the third quarter of Dongbei will maintain a flat or small decline in the second quarter.
As for the fourth season, which belongs to the off-season over the years, Dongbei believes that this year will be different from the past. In addition to the demand for pulling goods after the destocking of the client, due to the time factor of the Lunar New Year, the TV backlight will also be ahead of the 4th. Seasonal stocking, on the other hand, LED lighting continues to grow, so Dongbei expects the fourth season TV backlight will be seen in the off-season.
