LED epitaxial faucet crystal (2448), package leader Yiguang (2393) began to feel the return from LED backlights since September, but the short-term demand did not make up the gap of weakened demand, and the lighting products were shipped in the third quarter. Not amplified, so even though the revenues of the two companies in September were slightly less than 1% in August, the revenue in the third quarter was not as good as the second quarter, in line with the first quarter of the chairman of the company, Li Bingjie, said this year. The peak season is not prosperous.
However, due to aggressive lighting, Yiguang expects revenue to fall in the third quarter and rebound in the fourth quarter. The market also expects that the crystal power will go out of the valley at the same time.
The market expects that the new orders from LED TV next year will really drive the LED factory revenue growth more obviously in October, and the LED lighting will actually be in the fourth quarter of the crystal and billion light performance, so even The crystal season and the third season of Everlight are not prosperous, but the market's confidence in the future of LED is warming up.
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