Influenced by trade friction, Q4 operation of Taiwan LED plant is conservative.

The trade friction continued, Taiwan LED factory is also affected, Taiwan factory said, the second quarter has not been prosperous season, the third quarter operation performance will be generally better than the second quarter, but the fourth quarter may be affected by the client's attitude to pull the goods more conservative, at present, there is no possibility of transferring the order.

Among the LED manufacturers in Taiwan, the third quarter performance expectations of crystal power and Ding Yuan will all outperform the second quarter. Due to the delayed effect of the peak season, the return of mainland customer orders and the backlit orders are also increasing. The recent blue light production capacity is almost full, while the four yuan related capacity is also full.

Ding Yuan's quarterly performance is expected to increase by a single digit percentage in the fourth quarter. It will be the same as this season. In the second half, its profitability will be better than the first half.

Longda has previously pointed out that the third quarter operating performance is estimated to be unchanged from the second quarter, and the outlook for the fourth quarter has not yet been released.

In recent years, many LED manufacturers have developed Mini LED products, and have had the opportunity to contribute gradually in the past one or two years. But in the short term, Taiwan related factories are concerned about the impact of trade friction factors.

The LED industry pointed out that the United States levying tariffs on LED related products and components has little direct impact on the upstream industry, but the conservative attitude of the downstream goods is likely to decline. Trade friction has been going on for a while. Now it seems that the terminal is uncertain because of the fact that the products are exported to the United States, so they dare not prepare too much goods.

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