Crystal electricity, light treasure August earnings report, revenue fell year-on-year

In September, a week ago, Taiwan LED plant began to disclose its August earnings report. Recently, Jing Guang and Guang Bao also announced their revenues in August, though the year-on-year decreases, but the ring ratio was better.

Jing electric yesterday (7) announced August revenue, due to the traditional peak season deferred, crystalline electric August revenue climbed to a record high this year, reaching 1 billion 904 million yuan (NT $, the same below), a monthly increase of 4.97%, but showed an annual reduction of 18.37%; four yuan LED, Blu ray LED were improved because of the peak season, the current order visibility can be seen for the time being October.

Crystal electric four yuan plus Blu ray machine, a total of more than 300 MOCVD has been fully loaded, is now through the past bottleneck project to enhance Blu ray LED capacity, crystal electric said, this year the mainland eleven long vacation many customers do not have a holiday, for specific reasons unknown, crystal power may also be overtime.

In August, the combined revenue of light treasure technology increased by 18 billion 593 million yuan, an increase of about 20% in the month and 0.15% in the year. The total revenue in the first eight months of this year was 137 billion 321 million yuan, with an annual reduction of 2.3%.

Guang Bao said that the photoelectric sector's revenue accounted for 15% in August. Among them, the demand for the LED market continued to grow and the market share of LED components was expanded. Thanks to the smooth delivery of LED vehicle lighting, the revenue of the optoelectronic sector increased by more than 10%.

Information products sector revenue accounted for 59%, which benefited from the continuous growth of cloud computing high level servers, Netcom power management system, server chassis and AI smart home appliances, and the market share of computer peripherals such as keyboard and mouse. Long.

Meanwhile, the storage device Department accounted for 20% of the total revenue in August, benefiting from the growth of cloud application market, and the storage device division's revenue increased by 30% in August.

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