In May, Jingdian's revenue reached 1.658 billion Taiwan dollars, up 9.73% from April; Yiguang was 1.45 billion yuan, up 5.99% from April, and both reached a new monthly record of nearly 11 months. The current capacity utilization rate of Jingdian has reached full capacity, and since June began to expand production to Guanglu rental equipment. The demand for quaternary LED orders for Jingdian continued until August due to full load, while the visibility of blue LEDs was not clear until August. Yiguang's capacity utilization rate reached 80% this season, including LED TV backlight boost, which will help the second quarter profit.
Although Dongbei, the former packaging factory, said that the second quarter revenue growth rate is 70%, the industry is still worried that the LED backlight will not be booming in the third quarter of this year. Jingdian confirmed that it was still fully loaded in July, while Yiguang maintained its view of slow growth in the third quarter.
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