On July 9, Taiwan LED Factory Jingdian and Guangbao Branch also announced their financial statements. The performance of the two companies Q2 is different from the performance of Q1, and the overall performance of the first half of the year is down. However, looking forward to the second half of the year, both Jingdian and Guangbao Branch said that the operation in the second half of the year is expected to return to temperature due to the gradual increase in demand.
Jingdian Q2 revenue increased by 2.86%
In June, Jingdian's consolidated revenue was 1.816 billion yuan (NTD, the same below). Due to the high inventory and downstream demand of customers with lighting and backlight, the revenue increased by 0.08%, and the annual decrease was 18.89%, which was the second highest this year. In the second quarter, the combined revenue was 5.295 billion yuan, a quarterly increase of 2.86%, and an annual decrease of 20.36%. The accumulated revenue for the first six months was 10.443 billion yuan, an annual decrease of 15.62%.
The second quarter of the crystal year was affected by the slowdown in backlight and lighting demand, which is expected to be the bottom of this year's operation, but should be able to reach a single quarter loss. Looking forward to the third quarter, Zhou Mingjun, general manager of Jingdian, pointed out that lighting customers have digested their stocks in the second quarter, and the third quarter due to the gradual digestion of stocks, plus Thanksgiving and other big festivals, and the demand for backlights has also significantly warmed up, anticipation Backlight and lighting pull kinetic energy is expected to gradually recover in the third quarter, July performance should be no different from June, but it is expected to return to temperature in August.
At present, the proportion of crystal quaternary LED revenue has increased from 25% to 35% in the past, and it is expected to remain in the 30% to 40% range in the second half. Zhou Mingjun said that the current red light lighting capacity is almost full. It is expected that the demand for infrared lighting in plant lighting and automotive applications will continue to grow in the third season. It is expected that the future IR and automotive demand will become the main kinetic energy of quaternary LED.
As for the Blu-ray part, Zhou Mingjun pointed out that although the demand is gradually warming up, the market is still over-supplied, and the price is under pressure from the mainland to expand production. It is expected that the Blu-ray revenue in the third quarter is expected to increase, which will be better than the second quarter, but it is unlikely to The level was similar last year.
Guangbao Branch increased by 13% in Q2 season and decreased by 1.1% in the first half of the year.
Guangbao Branch's global consolidated parent company's revenue in June was 19.639 billion yuan, a 6% increase and an annual increase of 1%, setting a new record for single-month revenue this year. Guangbao Branch said that it benefited from stable demand in the core business terminal market. The revenue in the second quarter was 54.7 billion yuan, up 13% quarter-on-quarter and 3% year-on-year. The cumulative revenue from January to June this year was RMB 103.22 billion. , annual reduction of 1.1%.
Guangbao Branch pointed out that the revenue of the optoelectronics sector accounted for 28% of the total in June; among them, the demand for invisible LEDs continued to grow and the market share of LED components increased, accompanied by the smooth shipment of LED automotive lighting and high-end camera modules. Driven by the growth of goods, the revenue of the photovoltaic division increased by nearly 20% in June.
Guangbao Branch further stated that its information products division accounted for 53% of its revenue in June. Among them, cloud computing high-end servers, Netcom equipment power management systems and AI smart home equipment power products continue to grow and computers such as keyboards and mice. Driven by the increase in the market share of peripheral products, the revenue of the information products department increased by nearly 10%.
In addition, the Optoelectronics storage device division accounted for 14% of total revenue in June. Benefiting from the growth in cloud application market demand, its storage device division increased its monthly revenue by more than 10% in June.
Chen Guangzhong said that the effect of price increase of passive components and semiconductor components has gradually shifted to the end products, and the inflation effect has begun to appear. Whether it will affect the consumption capacity remains to be seen. Although the operation in the second half of the year will be better than that in the first half of the year, there is no demand in the second half of the year. Expectations are good. It is estimated that the adjustment period from the inflation caused by the rising price of the upstream zero sisters may last up to two years.
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