Different from the continuous decline of packaging factories, most of Taiwan's chip factories' revenues in August have turned into growth or flat, including those of Jingdian, Guangxu, Guanglei and Huashang, which are increasing by 1~10, while in the round and new century. The difference is within 1 and almost flat performance. Only Taigu is still adjusting the process and order stage. The consolidated revenue performance in August was 12.75 lower than that in July.
Jingdian has seen some LEDTV 11 holiday stocks in August, but its growth momentum is not large. Therefore, the consolidated revenue in August was 1.971 billion yuan, a small increase of 2.84 compared with the previous month. Although Guanglu is focusing on the LED lighting market, The company's June-July revenue was also affected by the backlight skirting effect. In August, the product mix was adjusted to increase the average product price, which prompted the monthly revenue to increase by 4.89. The Guanglei and Huashang also respectively It grew by 1.04 and 9.62 compared with July.
In the new century, the revenue in March was NT$366 million, a slight decrease of 0.54% from July's 368 million yuan, an increase of 8.19 compared with the same period of last year. The new century pointed out that August revenue remained at the high level in 2013, mainly due to LED. The lighting market continues to grow. Compared with the recent weak demand in mainland China, the orders from the Japanese market in the new century are relatively strong.
With the maturity of LED lighting applications, the new century 2013 is actively transforming and starting to adjust its product portfolio. The new century points out that orders from Japanese lighting customers are stable in 2013, and new products flipchip and 3DCoB products are gradually shipped to In mainland China, Japan, Europe, the United States and emerging market lighting plants, lighting revenue accounted for 50% of the total, and it is expected that the revenue of two new business products, flipchip and 3DCoB, will come in the second quarter. 5-10, the fourth quarter is expected to rise to 10-15.
The new century pointed out that from the current situation, LED lighting demand performance is better, its new products currently account for about 5-10 revenue, orders from the Japanese market are relatively strong, the demand in the Chinese mainland market is relatively light, to 8 According to the performance of the monthly revenue of 366 million yuan, it still maintains the high-end level in 2013.
Yuyuan announced that its consolidated revenue for August was 423 million yuan, a growth of only 0.93 compared with the previous month. It was almost flat and also a 9.92 decline compared with the same period of last year. The company pointed out that the third quarter should be the traditional peak season of the LED industry. Performance should be better than the second quarter, but this year, following the July revenue (419 million yuan) compared with the June recession of 13.71, August revenue was only almost the same as last month, the overall performance did not meet the company's expectations.
Observing the proportion of revenue of each product line, the company said that the current LED lighting proportion is about 30, while LED backlights account for 70, of which, the large-size backlight used for LEDTV accounts for 40, and the small and medium-sized backlight is about 30.
Yan Yuan pointed out that due to the expiration of the subsidy policy for energy-saving benefits in mainland China at the end of May, the LEDTV backlight in the third quarter of this year did not meet the demand for China's eleventh holiday. Even though the LED lighting performance continued to grow, it still could not make up for the backlight recession gap. ~8 month revenue does not meet the company's expectations, the season will not be prosperous, the current overall rate of about 99%, order visibility less than 1 month.
In response to the market-focused mainland chip factory Sanan Optoelectronics, the investment review meeting of the Ministry of Economic Affairs has been reviewed and approved under conditions. Yan Yuan said that after Sanan Optoelectronics received the approval letter issued by the Ministry of Economic Affairs, the funds must be in place within 15 days. However, due to the approval of the competent foreign exchange authorities and other relevant procedures, the funds have not yet received funds. .
Taigu is still in the process and order adjustment stage, compared with other chip factories, the utilization rate is above 90, the company is about 75~80 water level, the combined revenue in August is 146 million yuan, and the monthly recession is 12.75.
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