LED factory warmed up in March


LED backlight demand is effective in advance, and LED lighting demand continues to warm up, welcoming the second season of the industry peak season, LED factory has warmed up in advance in March, many manufacturers took the lead to climb the peak.
LED factory's March revenue performance is bright, Jingdian, Hongqi, and Reddike's revenue in March, all set a new record in a single month, the performance is relatively eye-catching.
Among them, LED upstream epitaxial wafer plant's revenue in March was 2.37 billion yuan, with a monthly growth of more than 19, an increase of 38.29; the first quarter revenue of 6.24 billion yuan hit a record high in the single season, the season increased by 2.4. In the first quarter, except for rare record highs It also brings a lot of imagination space for the overall operation this year.
Hongqi's revenue in March was 531 million yuan, with a monthly growth of 60.2, which was better than expected. The annual growth rate was 63.72, and the jump was amazing. The first quarter combined revenue was 1.192 billion yuan, with an annual growth of 36.16, showing a full turn.
The second optical lens of Reddike, benefiting from LED lighting demand entered a rapid growth period, the performance accelerated in March, and the combined monthly revenue reached 119 million yuan, surpassing the record high of 111 million yuan set in August last year. It grew by 62.48 in February and has an annual growth rate of 33.95.
Commercial lighting factory Edison's March revenue also had a monthly growth rate of 40, to 258 million yuan, a new high since August last year, and performed well.
Looking at the performance of the overall LED in the first quarter of this year, the growth rate of the combined revenue season fell between 2-13. Only Guanglei and Huaxing showed a small recession. Compared with the first quarter of previous years, the revenue is usually reduced by 1% to 20% in the first quarter. Obviously, the first season of this year is generally not in the off-season.
The second season is the LED peak season, and the big manufacturers are optimistic about the LED peak season effect. Jingdian pointed out that the Blu-ray and Quaternary LEDs are approaching full load, and the order visibility is up to 2 months. LEDTV (large size) backlight will play the main kinetic energy. The machine for adjusting the grain production process in the round is in place in the first quarter. The optimistic LED lighting orders will grow significantly in the second quarter, and the small and medium-sized backlight orders will also have peak season performance.
Last year, LED backlight demand changed rapidly. After a terrible year, it was mainly due to the subsidy policy for energy-saving benefits in mainland China. It expired in May last year. The terminal customers stocked up in advance and pulled up inventory. The demand for endurance was only in the second quarter. The LEDTV backlight was off-season. After the third season of last year, it took half a year to digest inventories. Until January of this year, the LEDTV stocking tide was re-launched, which became the key to driving the LED industry's first-quarter revenue in the off-season.
Ye Weifu, chairman of Everlight, said that the future endurance still needs further observation, but he is optimistic about the Brazilian World Cup this year. It is expected that the 4K2K TV demand will drive the growth of the LED backlight industry, and the overall backlight output value should be supported.
As for the LED lighting part, Ye Weifu believes that with the rapid increase of permeability, there will be a good room for growth this year. In addition, the demand for other small and medium-sized backlights and other products will grow longer than last year, and the growth will be seasonal.

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