The LCD panel demand warming backlight module factory benefit

Although the common panel factory, the 15 ~ 19 inch LCD display is buoyant, and 32 inch LCD TV (LCD TV) shipments turn Yang, the second quarter (Q2) market demand is not short off-season; however, the backlight module factory in April shipments and revenue performance, but still comparable to that of March, the Swiss photoelectric instrument revenue in April than in March fell even. However, even so, the backlight module factory is still generally said that due to the downstream terminal demand is not reduced, in May the operating situation, still more than in April yang.

Ruiyi April consolidated revenue of NT $1 billion 725 million, in March more than NT $1 billion 811 million decline, which in addition to the light guide plate shipments increased significantly, from 1 million 180 thousand in March increased to 1 million 680 thousand, the backlight module of large size and small size of the ship, are more than March to fall, and the small size backlight module radiant shipments in April the largest decline, and by 2 million 920 thousand in March down to 2 million 470 thousand scale.

Fuxiang said, April consolidated revenue of NT $1 billion 20 million, equivalent to maintain production in March and March, and the expansion of the mainland factory in Wujiang monthly production capacity of more than 600 thousand Taiwan area plant reached 500 thousand or so after April and March output is not much difference between.

But Fuxiang also said that April will be due to capacity planning and production adjustment, overweight backlight module for TV, is the impact of output in April and March is quite much, but in the capacity adjustment after the end of May, TV shipments of backlight module, there will be a significant promotion effect of the.

In addition, Fu Xiang also pointed out that the backlight module is still facing downward pressure on April, or about 1 ~ 2%, and in accordance with the different products and different.

Branch bridge, said, Q2 backlight module shipments may decline than Q1, and in April revenue growth is expected to increase by approximately 5 ~ ~ ~ ~ ~ ~ ~ in March. According to understand, because the backlight module Keqiao 17 inch display with shipments rising, and the backlight module by using quanta notebook computer shipments also increased, so in May, the bridge is still expected revenue growth compared to April.