The car lighting power, donbei photoelectric Q3 operation will exceed Q2

Table LED packaging manufacturers donbei photoelectric in the first half of this year, affected by the competition area, the company continued to adjust the order strategy and product combination, following the first quarter loss, second quarter loss, small profit tax industry. With the backlight orders back to temperature, and the car with new products lighting gradually production shipments, 7, August revenue of continuous rise, estimated third quarter revenue should be better than last season, and have the opportunity to improve.

Even after the off-season and the price competition, the first half of the operation but with the entry into the backlight shipments season since July, the company said, has been part of the customer orders began to return, with the second half of the year and new products for mass production car lighting in succession, the expected third quarter revenue growth should be monthly, the overall performance will be better than the third quarter. Season.

The competition facing the mainland counterparts, the East Bay in the fourth quarter of 2016 asset impairment, plus the first quarter of this year and the recognized exchange losses caused a loss for the two consecutive quarter. At present, the East Bay continued to actively adjust the company's orders and product portfolio strategy, reduce the low margin of lighting products (such as lighting) and the proportion of the size of shipments, and accelerate the development of better profit products like high order display backlight, automotive lighting, automatic infrared sensor module and so on, at the same time improve international manufacturers orders proportion. At present, international manufacturers orders proportion reached 8.

The first half of this year revenue of about 2 billion 830 million yuan (NT), the annual reduction of 3, 7 and August revenues for recovery, but still decline to about 3 as compared to the same period last year. The estimated third quarter revenue opportunity quarter by 1-2, but was probably still nearly 3, but if the new product gross margin in line with expectations, the single season gains a chance to improve.

In the past the East Bay had to light bulbs for the main commodities, the biggest monthly shipments had reached 10 million scale, this year has been substantially reduced to 3 million below, the higher degree of design of lighting products include tablet lamp, lamp, plant smart lighting system and so on, and better profit Toshiba brand products become the main promotion stage.

Backlight products had a supply of mainland TV backlight, but by the industry, the impact of price competition, recently to high order display backlight orders business development international manufacturers, such as high performing color gamut WCG backlight and backlight products, notebook computer and so on.

Source: Money DJ

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