Response to the beginning of the traditional off-season effect, LED packaging plant billion light this year 1 to 2 months order activity slowed down, making the January consolidated revenue fell to 2.108 billion yuan (NT, the same below), and in February the number of working days less (10%), after entering in March, with the normal return to work days, orders withdrawn from circulation, capacity utilization rose to 85%, order visibility in a Month level.
In accordance with the LED industry in previous years, quarterly revenue cycle, the fourth quarter and the first quarter of the next season for the traditional off-season, and usually the first quarter revenue will be more than 10% decline in the previous quarter, and billion light in January this year, combined revenue To 2.208 billion yuan, 6.79% decline, an increase of 27.55%. Legal person believes that billion light revenue in January is still above 2.1 billion, the performance is still above the level, and in February due to the Lunar New Year with fake, manpower, working days, orders and other aspects of energy have slowed, it is estimated that Monthly revenue will be down more than one month in January, the challenge to maintain the level of 20 billion above.
The company pointed out that after the Lunar New Year, the order demand gradually warmer, will gradually enter the industry season performance, March capacity utilization has risen to 85%, order visibility also returned to 1 month level, March revenue performance Is expected to follow the climb.
Legal person said that billion light this year 1 to 2 months of monthly revenue performance decline month by month, but the recession rate is not as big as in the past, if coupled with the return of heat in March, from the overall season, the season Revenue will still decline over the fourth quarter of last year, 6.75 billion yuan, but the decline is expected to narrow to less than 10%.
Xiaobian that: with the normal return to work days, LED backlighting strong demand, especially in the global out of incandescent lamp policy driven, LED general lighting market penetration will gradually increase, LED general lighting market door open, LED industry slowly Into the industrial season, is expected to bring demand growth again, the LED manufacturers are expected to rise with revenue.