Dongbei's non-consolidated revenue in July reached 775 million yuan (NTD, the same below), with a monthly increase of 10.01%, an annual increase of 50.95%; July consolidated revenue of 785 million yuan, a monthly increase of 10.43%, an annual increase of 61.13% . Dongbei said that the company's LED backlight orders continue to flourish, including Taiwan and Luchang TV orders, Tablet new orders, etc., coupled with Taiwan's 3C channel base point replacement LED lighting demonstration lamps orders stable, driving the July merger and non-combination camp Collecting a record high.
Dongbei pointed out that from the LED TV backlight market, in addition to the Korean TV manufacturers started demand in the first quarter, other Taiwanese and terrestrial TV brand factories also launched new products in the second half of the year. Following the large-scale production of TVs in Taiwan in the third quarter, the Luzhou plant will continue to push forward new products before the fourth season, focusing on energy-saving benefits in line with the subsidy policy for energy-saving appliances promoted by the mainland government. On the basis of production cost considerations, the Japanese factory will also accelerate the order quantity of LED backlights for Taiwan OEMs. It is estimated that the total order quantity of the Japanese factory in the third quarter will grow at least about 1 time.
Dongbei said that the notebook and tablet product orders are another growth momentum of the company. The non-Ping camp customers want to attack the touch hardware market with low-cost strategy and the new Win 8 system. The new product has been launched in July. After the listing, the market responded enthusiastically. Recently, customers received additional orders, and the orders received exceeded expectations. It is estimated that the demand for LED touch panel backlight strips in the third quarter will continue to be strong.
In the LED lighting segment, Dongbei said that the orders received by the 3C brand channel on the island have been stable, and the mainland partner Putian Hongyan Group has also received the mainland subsidy standard in the near future. It is expected that the lighting contingency will continue upward in the second half of the year.
Dongbei expects that most of the growth momentum of the third quarter revenue will still come from the backlight order. In addition to the new orders for the Tablet, the LED TV backlight orders from the Japanese and the mainland will be the main factors for revenue growth. After the July revenue hit a record high, with the new product launch and China's energy conservation subsidy policy continued to ferment, it is estimated that August revenue will grow compared with July, the overall third quarter is expected to grow up 30~35 compared with the previous quarter revenue. %.
Dongbei pointed out that from the LED TV backlight market, in addition to the Korean TV manufacturers started demand in the first quarter, other Taiwanese and terrestrial TV brand factories also launched new products in the second half of the year. Following the large-scale production of TVs in Taiwan in the third quarter, the Luzhou plant will continue to push forward new products before the fourth season, focusing on energy-saving benefits in line with the subsidy policy for energy-saving appliances promoted by the mainland government. On the basis of production cost considerations, the Japanese factory will also accelerate the order quantity of LED backlights for Taiwan OEMs. It is estimated that the total order quantity of the Japanese factory in the third quarter will grow at least about 1 time.
Dongbei said that the notebook and tablet product orders are another growth momentum of the company. The non-Ping camp customers want to attack the touch hardware market with low-cost strategy and the new Win 8 system. The new product has been launched in July. After the listing, the market responded enthusiastically. Recently, customers received additional orders, and the orders received exceeded expectations. It is estimated that the demand for LED touch panel backlight strips in the third quarter will continue to be strong.
In the LED lighting segment, Dongbei said that the orders received by the 3C brand channel on the island have been stable, and the mainland partner Putian Hongyan Group has also received the mainland subsidy standard in the near future. It is expected that the lighting contingency will continue upward in the second half of the year.
Dongbei expects that most of the growth momentum of the third quarter revenue will still come from the backlight order. In addition to the new orders for the Tablet, the LED TV backlight orders from the Japanese and the mainland will be the main factors for revenue growth. After the July revenue hit a record high, with the new product launch and China's energy conservation subsidy policy continued to ferment, it is estimated that August revenue will grow compared with July, the overall third quarter is expected to grow up 30~35 compared with the previous quarter revenue. %.
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