Taiwan factory new century Q3 battalion recovery Q4 revenue is expected to be better than Q3

In the third quarter of this year, LED Epitaxial Factory recovered 100 million NTD in the third quarter of this year. Chen Zhengquan, general manager of the new century, pointed out that in addition to TV backlights, new backlight orders such as land-based tablets and smartphones will drive the fourth. The season has better performance than the third season; plus the lighting layout, the new century is better than this year.

Chen Zhengquan pointed out that due to the customer structure in the new century, this year's backlight demand has only reacted later than the industry. In the third quarter of this year, it was obvious that the TV backlight order was returned. On the other hand, the green LED was converted into a blue LED. Capacity will be able to ship smoothly in the fourth quarter, so even if other epitaxial plants will be lighter than the third season in the fourth quarter, the new century will still be better than the third quarter in the fourth quarter.

Chen Zhengquan said that this year's panel backlight demand, in addition to LCD TVs, can feel the demand for land-based tablet computers and smart phones in the second half of the year. Therefore, following the demand for the 11th holiday, the demand for goods from the mainland before the Lunar New Year can also be felt in the fourth quarter.

In the second half of this year, LED production capacity in the new century will be converted into blue LED production capacity in response to TV backlight and LED lighting demand. The monthly production capacity will also be 180,000 units in the first half of the year. 200,000 pieces, the current conversion is smooth, in addition to responding to the backlight order, it also began to supply large-current LED and other professional lighting applications.

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