Yiguang, Ronda, Jingdian, and Guangbao Branch released their revenues in May
In May, Yiguang's revenue was 2.367 billion yuan, with a monthly growth of 5.15% and an annual growth of 2.44%. The accumulated consolidated revenue for the previous May was 11.34 billion yuan, a year-on-year decrease of 2.95%. The legal person pointed out that Yiguang's demand for diversified applications has grown steadily. It is expected that the second quarter revenue will exceed 7 billion yuan, and the gross profit margin will rise steadily, and the Taiwanese LED factory will be affected by the recognition of the exchange loss of 199 million yuan in the first quarter. The revenues rose moderately. LED epitaxial and packaging index factory Jingyuan Optoelectronics and Everlight Electronics' revenue in May all had single-digit growth; Ronda and Lite-On were down slightly. Jingyuan Optoelectronics' revenue in May was 2.214 billion yuan (NTD, the same below), with a monthly growth of 1.18% and an annual growth of 2.67%. The accumulated consolidated revenue for the previous May was 10.14 billion yuan, down 3.51% year-on-year. In the second quarter of the crystal power supply, the lighting capacity of the LED and the backlight products was simultaneously increased. The blue LED production capacity reached full load, and the red LED gradually entered the peak season. The legal person estimated that the single-quarter revenue has a chance to increase by double digits in the quarter. It is also expected to be better than last season. In May, Yiguang's revenue was 2.367 billion yuan, with a monthly growth of 5.15% and an annual growth of 2.44%. The accumulated consolidated revenue for the previous May was 11.34 billion yuan, a year-on-year decrease of 2.95%. The legal person pointed out that Yiguang's demand for diversified applications has grown steadily. It is expected that the second quarter revenue will exceed 7 billion yuan, and the gross profit margin will rise steadily, and the impact of the exchange loss of 199 million yuan will be eliminated in the first quarter. After the LED industry has passed the adjustment period of the previous two years, this year has shown a moderately rising trend. After the price increase from the upstream chip factory, the downstream packaging factories have also gradually increased their quotations. The first quarter of this year, the operation of the company is expected to fall. From season to season, compared with the industry, the diversified layout of Yiguang products has obvious effects. The capital expenditure of this year is 2.1 billion yuan, mainly to expand the small spacing and vehicle production capacity. Yiguang has invested a lot of resources in recent years. RGB full-color billboards are expected to have more than double-digit growth in small-interval revenues. Ronda’s revenue in May was 1 billion yuan, down 1.9% month-on-month. The accumulated consolidated revenue for the first five months was 5.156 billion yuan, an annual decrease of 11.5%. Ronda Electronics said that the lighting and backlight applications in May were stable and only slightly fluctuating. The second quarter of the backlight business continues to enhance high-end product technology, including UHD high resolution, HDR high contrast, and curved display products, in response to e-sports display applications and high-end TV application panels. In the lighting business segment, the proportion of customized lighting modules researched and developed with customers continues to heat up and is supplied to European and American brand manufacturers. Lite-On Technology's global consolidated revenue in May was 16.704 billion yuan, down 0.7% month-on-month and 4% year-on-year. Benefiting from the stable demand in the core business terminal market, the accumulated revenue for the first five months of this year was 84.867 billion yuan, an increase of 1% annually. Among them, the photovoltaic sector's revenue in May accounted for 26% of the total; among them, the market demand for invisible LEDs continued to grow and the market share of LED components increased, and LED lighting for vehicles was smoothly driven, LED overall revenue was bright. . The information products division accounted for 56% of the revenue; among them, the growth of high-end servers and Netcom equipment application products continued to grow, and cloud computing related products continued to grow. In addition, the market share of computer peripheral products such as keyboards and mice has increased, and multi-function machines have benefited from the growth of laser shipments, which has enabled the information department to increase revenue by more than 10% in May. At the same time, the storage device division accounted for 12% of the overall revenue.
Dongguan Sun Pak Packing Product Ltd. , https://www.dgsunpack.com