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In the uncertain environment of TV backlight demand, LED lighting unexpectedly started to run ahead of time, and Taiwan's major LED manufacturers turned to sprint LED lighting business.
LED chip leading Taiwanese company Jingdian said that the LED TV backlight market in May was only a short-lived one. Due to the poor sales of some LED TV terminals, some customers had the status of deleting orders, which was once again a haze for the delayed peak season.
Jingdian said that it will focus on the lighting market in 2011. Under the full capacity, orders will also be given priority to lighting. This year's lighting accounted for about 20% to 25% of Jingdian's revenue. The target is 30%. Although the backlight is not as expected, it is still the main source of revenue, accounting for 50% to 55%.
Hong Qi said that the current demand for backlights has not improved, and the market is expected to be deferred until August. The demand for the second phase of lighting products is not bad, and it will play a supporting role in the overall operation.
Dongbei estimates that Q2 overall lighting shipments are expected to exceed the company's revenue by more than 20% in the continuous growth of the indoor commercial lighting application market.
In April this year, Yuanyuan began to change its strategy, actively deployed the LED lighting industry, and made a big move to the mainland market. Recently, it has signed a contract with World Peace under the Great Union Group to expand the mainland market and increase the proportion of LED lighting products. It is estimated that the proportion of Q2 revenue will increase from 5% to 10% in the Q1 season to 20%, and the benefits of Q3 starting the mainland market will gradually emerge.
[High-tech LED News] Day front factory exposed July LED TV backlight orders are not as expected, LED TV backlight demand in Q2 heating expectations fell, 2011 LED TV backlight penetration rate is difficult to reach 50% optimistic expectations at the beginning of the year.