The sales of five LED factories in Jingdian and Yiguang were released in January, and they are on the lookout!

Recently, the LED factories such as Jingdian, Yiguang, Guangbaoke, Longda and Liqing have successively announced their performances in January 2018, and all five companies have shown different growth.

Liqing's January revenue of 485 million yuan, an increase of 43.69%

LED lighting supplier Li Qing's consolidated revenue in January was 485 million yuan, an increase of 43.69%, mainly due to the continued benefit of the traditional car sales season in the fourth quarter of last year, and the continuous penetration of new car LED lights, driving major customers to After the lunar calendar, the goods were pulled in advance and contributed to the revenue of Liqing in the first month of 2018, which made it continue to stabilize the 400 million yuan mark.

Benefiting from the technical progress of the automobile industry to continuously accelerate the introduction of new car lights into LED lights, the trend of including the LED headlights from the high-end cars to the general RV penetration rate is clear, which helps Liqing's LED lamp modules achieve good results. The sales environment and high level of order visibility, and create a stable growth momentum for the overall operation in the future.

Yiguang's January revenue was 23.91 yuan, an increase of 17.25% year-on-year.

In January, Everlight achieved a combined revenue of 2.391 billion yuan. Under the fading out of the backlight and lighting market, revenue increased by 11.9% month-on-month and 17.25% year-on-year. Looking forward to this year, Yiguang said that after the adjustment of the constitution, it will be less affected by low-margin products, and the revenue and profit performance will be better than last year.

Yiguang pointed out that last year, the LED market suffered considerable price competition. The price of backlight and lighting products was the most serious. The price fell too fiercely, which also affected the operating performance of Everlight. This year, the operating quality will be adjusted to reduce the gross profit of backlight and lighting. The proportion of lower product revenues, the current two products revenue share fell below 10%.

Looking forward to this year, Yiguang said that this year's overall LED industry will be happy, and after the adjustment of the constitution, this year's low-margin products will have a lower impact, and revenue and profit performance will be better than last year.

Yiguang’s revenue last year was 27.337 billion yuan, down 6.61% year-on-year. According to the prospect of Everlight this year, the legal person estimates that this year’s revenue is expected to grow by about 5% to 7% compared with last year. The profit is partly due to last year’s outstanding, but In 2016, Everlight's net profit was 1.8 billion yuan, and the net profit per share was 4.13 yuan. It is reported that Everlight's net profit per share was less than 4 yuan last year. Therefore, it is expected that Everlight's overall operation this year will grow significantly compared with last year.

Jingdian's revenue in January was 1.875 billion, an increase of 11.52% year-on-year.

In January, Jingdian's revenue was 1.875 billion yuan (NTT, the same below), which was 8.59% lower than the previous month, but 11.52% higher than the same period last year.

The first season is usually the off-season of the LED industry. The LED factory's revenue will rise from March. Jingdian's operating growth is expected due to the effects of the three new products this year.

Guangbao Branch's revenue in January was 16.505 billion yuan, up 2% year-on-year.

In January, Lite-On achieved a global consolidated parent company's revenue of 16.505 billion yuan, benefiting from the stable demand in the core business terminal market. The monthly revenue increased by 2% and monthly by 8%.

Guangbao Branch said that its photovoltaic products division accounted for 24% of the total revenue in January; among them, the demand for invisible LEDs continued to grow, the market share of LED components increased, the LED lighting for LED vehicles was smooth, and the LED street lights in the Middle East market Driven by the expansion of goods, the overall LED related products revenue increased by nearly 30%.

Guangbao Branch further stated that the information product division accounted for 55% of its revenue in January; among them, cloud computing high-end servers, Netcom equipment power management systems and AI smart home equipment power products shipped and grew, keyboard, mouse and other computer peripheral products With the increase in market share and the growth of multi-function machines benefiting from the growth of laser shipments, the information department's revenue in January increased by more than 10%. At the same time, the storage device division accounted for 13% of the overall revenue.

Ronda's January revenue of 968 million yuan, an increase of 1.04%

Taiwan's LED vertical integration factory Ronda's revenue in January 2018 was 968 million yuan, an increase of 11.96%, an annual increase of 1.04%, out of the traditional off-season in the fourth quarter of last year, and the recovery of the temperature in January, including the growth of backlight and lighting applications. .

Ronda issued a press release stating that in backlight applications, it will actively develop new display backlight technologies, including quantum dots and Mini LEDs; current mainstream high-end products include HDR (high dynamic range), WCG wide color Models such as the domain are stable and shipped for use in TV or e-sports display panels.

In lighting applications, Ronda's Solar White technology can simulate the solar spectrum, allowing the items under illumination to be rendered in real colors. It has been introduced into COB (Chip Direct Package), low, medium and high power SMD series products, which is 35 times more efficient than its peers. %, favored by European and American customers in special commercial lighting applications.

Ronda said that in terms of new applications, the car Core packaging series will have a significant growth this year, which can be applied to headlights, while IR (infrared) and UV (ultraviolet) products are also stable.


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