SMD warming projects benefit Baihong recorded at the end of record revenue will continue

LED packaging factory today (20) days Pak hung pointed out that from the prospect of current orders, SMD orders of the product demand continues to warm, the capacity of single month 250KK scale in maintaining the full load condition, also continued demand, expected November revenue is still the opportunity to rewrite the record high, even in the project is expected to focus on completed before the end of entry (about 40 million to 50 million yuan) of the investment, December revenues have continued pushed the opportunity, at the same time this quarter revenue size will continue to rewrite the single season record highs.

From the supply structure to Baihong stage, SMD sales momentum is most prominent, the backlight products monthly shipments have continued to 30KK level, and the size of sales has been extended to the size of the application, white LED products from the product price is relatively good, the whole single month shipment amount is about SMD sales accounted for the overall amount of 1/3, will help to enhance the ability of profit and gross margin. As part of the LED street lamp, the second half of this year, total shipments Baihong group of about 3500, is expected next year the sales is expected to appear doubled.

Q1 market outlook next year, Pak hung pointed out that the current actual orders and although still cannot see the entire Q1 market, but since December orders the kinetic energy not too weak, so relatively optimistic about next year Q1 revenue decline will still fall in the single digits (about 5%), demand is not caused by significant cooling, and should belong to the off-season not light level.

As for solar products layout, Pak hung pointed out that the company's solar sector at this stage of the product development direction, mainly in the application of product integration extends from LED mainly in the upstream silicon raw material supply and demand is still relatively tight situation, yet not directly into the solar cell field layout.

Source: Lean news