Guang Baoke and crystalline power declined in the first half of the year, and the operation is expected to return in the second half of the year.

Yesterday (9), Taiwan LED factory crystal electricity and light treasure branch also announced the financial report. The performance of Q2 of both companies was better than that of Q1 in different degrees, while in the first half of the year, the performance decreased. But looking forward to the second half of this year, we will see that the operation in the second half of this year is expected to return due to the gradual growth of demand and so on.

Crystalline Q2 revenue increased by 2.86% in the first quarter, revenue in the first half decreased by 15.62%

Crystalline electricity in July combined revenue of 1 billion 816 million yuan (NTD, the same below), was affected by the high inventory and poor demand of the downstream customers of lighting and backlight, the monthly revenue increased by 0.08%, and the annual decrease was 18.89%, the highest level since this year. The combined revenue of the second quarter was 5 billion 295 million yuan, the quarterly increase was 2.86%, the annual reduction was 20.36%; the total revenue of the first 6 months was 10 billion 443 million yuan, with an annual decrease of 15.62%. 。

The second quarter of the year is affected by the slowdown in backlighting and lighting demand. It is expected to operate at the bottom of this year, but it should reach a single quarter. Looking forward to the third quarter, Zhou Mingjun, general manager of crystalline electric, pointed out that lighting customers have digested their inventory in the second quarter. In the third quarter, due to the gradual digestion of inventory and the advent of Thanksgiving and other big festivals, and the backlight demand is also obviously returning to the temperature, it is expected that the backlight and lighting cargo kinetic energy is expected to recover step by step in the third quarter, and the performance in July should be different from that in June. But it is expected to be back in August.

At present, the four yuan LED revenue of crystalline electricity has increased from 35% in the past 25% to 35% in the second half of the year. Zhou Mingjun said that at present, the red light production capacity is almost full load, and the demand for infrared lighting of plant lighting and automotive applications in the third quarter will continue to grow. It is optimistic that the future IR and vehicle demand will become the main kinetic energy of four yuan LED.

As for the blue light part, Zhou Mingjun pointed out that although demand is gradually warming, the market is still surplus, and the price side is under the pressure of expanding production in the mainland. It is expected that in the third quarter, Blu ray revenue is expected to rise, which will be better than that in the second quarter, but it is unlikely to be similar to that of last year.

Q2 increased 13% in the first quarter, 1.1% in the first half of the year.

In June, the total revenue of the global merger was 19 billion 639 million yuan, a monthly increase of 6% and an annual increase of 1%. Guang Bao branch said that it benefited from the stable core business terminal market demand, and the second quarter revenue was 54 billion 700 million yuan, a quarterly increase of 13% and an annual increase of 3%. Its cumulative revenue from January to June this year was 103 billion 220 million yuan and 1.1% per year.

Guang Bao branch pointed out that the photoelectric sector accounted for 28% of the total revenue in June. Of them, the market demand for the invisible light LED continued to grow and the market share of LED components was expanded. Thanks to the smooth delivery of LED vehicle lighting and the growth of the shipment of high-order camera modules, the photoelectric sector's revenue increased by nearly 20% in June.

Guang Bao branch further indicated that its information product department accounted for 53% of revenue in June. Among them, cloud computing high level server, Netcom power management system and AI smart home appliances, power generation products continued to grow, and the market share of computer peripheral products such as keyboard and mouse was promoted. Increased by nearly 10%.

In addition, in June, the storage department of the treasure branch accounted for 14% of the total revenue, benefiting from the growth of cloud application market, and its storage device sales increased by more than 10% in June.

Chen Guangzhong said that the price effect of passive components and semiconductor components has gradually shifted to terminal products, and the inflation effect has begun to show. Whether it will affect the consumption ability remains to be observed. Although the operation in the second half of the year will be better than that in the first half of the year, the demand in the second half of the year is not as good as expected. The adjustment period may be up to two years.

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