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[] newsletter Lite donbei photoelectric science, August revenue report

Lite, August revenue monthly increase of 6%, LED continued to boost business

LED Lite August consolidated global factory parent company revenues of 18 billion 620 million yuan (NT, the same below), the monthly increase of 6% and 12% years. Benefit from the core business of the terminal market demand is stable, accumulated in the year to August consolidated revenue amounted to 140 billion 540 million yuan, the annual reduction of 2.4%.

Lite branch said that its August revenue accounted for the overall photoelectric Department 21%; among them, no visible LED demand continues to grow, LED components market share expansion and LED car lighting shipments smooth drive, LED related revenue growth.

Lite, pointed out that its products advisory revenue accounted for 57%; among them, cloud computing high order server, network equipment power management system and AI smart home equipment power supply products shipment growth driven by the power supply business in August revenue continued to grow, so the information department in August revenue growth of nearly 10% months; at the same time the total storage device Department 16% of revenue.

Dongbei photoelectric revenue monthly increase of 5%, Q3 revenues continue to see growth

Table LED plant in the East Bay August consolidated revenue of 506 million yuan, compared with 482 million in July revenue growth of 5%, a total of 1 to August consolidated revenues of 3 billion 822 million yuan, the annual reduction of 30.06%.

East Bay express, LED downstream industry since July has seen the return of customer orders, plus the second half of the car with new lighting and automation sensors and other products launched, it is estimated that third quarter revenue growth can be compared with the previous quarter.

East Bay second quarter earnings after tax earnings for 12 million 720 thousand yuan, 6 million 340 thousand yuan, smooth turnaround, single season earnings per share for 0.02 yuan; the first half of the cumulative pre tax loss of 162 million yuan, net loss of 157 million yuan, net loss per share of 0.42 yuan.

Donper said that the company is in a period of adjustment of industrial policy, in addition to both the backlight and lighting product line, this year in the new product strategy, product differentiation and positive towards the development of high added value, in order to improve the gross profit margin at the same time, products and customers and Mainland competitors made segmentation, including the new car the sensing module for lighting and automation products, after more than half a year of physical adjustment, company focused on international first-line manufacturers orders, which come from international companies accounted for revenue has reached more than 80%.

Source: financial network / information times

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