In the second quarter of the company, the production capacity of blue LEDs was fully loaded, mainly benefiting from the demand for LED lighting. Looking forward to the third season, as lighting has been pulled in large quantities in the second quarter, demand may slow down, and the rest of the demand for backlights and quaternary LEDs should be Maintain the level of the second season.
At present, the proportion of LED lighting is 35-40%, and the backlight is 30~35%. The rest are related applications such as display screen and vehicle. The total blue LED is still close to 70%, and the quaternary LED is close to 30%, although the blue light LED prices have fallen into the Red Sea, but LED backlighting and lighting are still a large market application, and crystal power can not be neglected.
Jingdian pointed out that the second season Blu-ray production line is full of load, the demand is mainly from LED lighting, the demand for backlight is expected to be more obvious from the third season; the price of lighting has stopped falling, and the cost structure of crystal power continues to decline. Under full load, fixed costs have fallen, and the exchange rate pressure in the second quarter has eased. It is expected that the second quarter operation will be better than the first quarter.
In the past four to five months, the backlight will start to pull the goods. Since last year, this peak season effect has eased. This year is no exception. The analysis of crystal power is mainly due to the expansion of the average size of LCD TVs, but the luminous efficiency of LEDs is also increasing. In addition, this year's LCD TV sales are flat, so the pull of the backlight is not significant, it is expected to be more obvious in the third season, and the CSP for high-end models is more prominent.
Looking forward to the third quarter, as LED lighting has been heavily loaded and replenished in the second quarter, Jingdian expects demand in the third quarter to slow down. The rest of the backlight and quaternary products should have the opportunity to maintain the level of the second quarter.
In May, Jingdian's revenue reached 2.214 billion yuan (NTD, the same below), and climbed to a high monthly record this month, with a monthly increase of 1.18% and an annual increase of 2.67%. The accumulated consolidated revenue in the first five months exceeded 10 billion, reaching 101.37. 100 million yuan, an annual decrease of 3.51%.
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