Guang Baoke, crystal electricity in the first half of the year's revenues are down, the second half of operation is expected to return temperature

Yesterday (9), Taiwan LED plant crystal electricity and the light Treasure Department also published the financial report. The performance of the two companies Q2 is better than the performance of Q1 in varying degrees, while the overall performance in the first half of the year is down from the same period. But in the second half of the year, both the crystal electricity and the light Treasure Department said that the second half of its operation is expected to return to temperature because of the increasing demand.

Q2 revenue rose 2.86% in the first half of the year and 15.62% in the first half of the year.

With 1 billion 816 million yuan (NT, the same) in July, it is affected by high customer inventory and weak demand in the downstream of lighting and backlighting, the revenue increases by 0.08% and the annual decrease of 18.89%. It is the second higher in this year. The second quarter combined revenue is 5 billion 295 million yuan, the quarterly increase is 2.86%, and the annual decrease is 20.36%. The total revenue of the first 6 months is 10 billion 443 million yuan, and 15.62% is reduced by 15.62% a year. .

The second quarter of the year is affected by the slowdown in backlighting and lighting demand. It is expected to be operating at the bottom of the year, but it should reach a single season. Looking forward to the third quarter, Zhou Mingjun, general manager of crystal electricity, pointed out that lighting customers digested stocks in the second quarter, and the third quarter was gradually digested in stock, plus big festivals such as Thanksgiving, and the demand for backlighting was also obviously back. The expected backlighting and lighting kinetic energy could be expected to recover in the third quarter, in July, the performance should be little different from that in June. But it is expected to return to temperature in August.

At present, the four yuan LED revenue ratio has increased from 25% to 35% in the past, and the second half of the year is expected to be maintained in the range of 30% to 40%. Zhou Mingjun said that the current red lighting production capacity is almost full, expected third quarter plant lighting, automotive applications and infrared lighting part of the demand will continue to grow, optimistic about the future IR and car demand will become four yuan LED main kinetic energy.

As for the blue light part, Zhou Mingjun pointed out that although the demand is gradually warming, the market is still surplus, the price face is under the pressure of expanding production in the mainland. It is expected that the third quarter revenue of blue light is expected to rise, which is better than the second quarter, but it is not likely to be similar to the level of last year.

The Q2 season increased by 13% in the first half of the year, 1.1% in the first half of the year.

In June, the revenue of the combined parent and subsidiary company of the light treasure family was 19 billion 639 million yuan, the monthly increase of 6% and the annual increase of 1%, which set a new record of the new year's revenue. The light treasure section said that it benefited from the stable demand for the terminal market in the core business, with the second quarter revenue of 54 billion 700 million yuan, the quarterly increase of 13% and an annual increase of 3%, and the cumulative revenue of 103 billion 220 million yuan and 1.1% per year in June this year.

Optoelectronic department pointed out that the revenue of the photoelectric Department in June accounted for 28% of the overall revenue; of which, the unvisible light LED market demand continued to grow with the LED component market expansion, with the LED car lighting shipments smooth and the high order photographic module shipment growth driven, the photoelectric Department in June revenue increased by nearly 20%.

Light treasure section further indicated that the division of information products sector in June accounted for 53% of the revenue ratio, among which, the high order server of the cloud computing, the power management system of the Netcom equipment and the continuous growth of the AI smart home equipment supply and the promotion of the revenue month of the information products department under the promotion of the computer peripheral product and market share of the keyboard and mouse. Up to 10%.

In addition, the company's storage unit accounted for 14% of the total revenue in June, benefiting from the growth of the cloud application market demand, and its storage unit revenue increased by more than 10% in June.

Chen Guangzhong said that the inflation effect of passive components and semiconductor components is gradually transferred to the terminal products, inflation effect has begun to appear, whether it will affect the consumption capacity still to be observed, although the second half of the second half of the second half of the first half of the year is better, but the second half of the demand is not well expected, estimated from the upper reaches of zero sister prices inflation and other shadows. The adjustment period may be as long as two years.

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