Small and medium size backlight demand Taiwan July revenue is expected to improve slightly

China's manufacturers in Taiwan area in June revenue was lower than expected, mainly due to the end of the second quarter of June, the actual shipping customer inventory days shortage, plus small size application products demand is weak, leading to low order goods at secondary products and the fierce bidding, average selling price drop and other factors. Although the white brand mobile phone market in mainland China is expected before the end of the Olympic Games will not be too optimistic, however, because the size of backlight application products demand recently have appeared signs of warming, the expected performance in July will be improved, the third quarter gross margin is expected to rise, and that is that Hong Qi can.

Canyuan in June this year, revenue lower than expected, the second quarter of the capacity utilization rate, reduce the gross margin decline over the first quarter. In July, canyuan said, now the market demand in July has been better than in June, especially in the application of product size backlight demand has obvious temperature increasing, mobile phone is also slightly better than in June, but it is not very obvious. As for the Powerchip is steady.

Hong Qi in the second quarter of this year, about NT $700 million in revenue, compared with the first quarter fell by 9.8%, lower than the original market that will be expected by Ji Shengwen. But Acer Qi stressed that although the overall operating performance of the second quarter is lower than expected, but still some profit. As time began to enter the traditional peak season, the recent demand for small and medium size backlight products have begun to return to temperature, the initial estimate of July revenue has the opportunity to pick up 20% compared to June.

Source: Lean news