[High-tech LED News] LED Taiwan factory Guangjia (8199) is affected by the customer's mid-year inventory only 3 to 7 days, initially estimated that June and May are not much different, and it is expected that Q3 will enter the traditional peak season, will be more than Q2 season 10%~20%.
This year, Q2 Han factory Samsung has a lawsuit with Osram, so it lowered the LED self-sufficiency rate and increased the commissioning of OEMs. The LEDs required for LED TV backlights have also been extended to the Korean factory Seoul Semiconductor, and Seoul. Semiconductor is the largest customer of Guanggao, and it has also made Guangjia become the benefit factory of Samsung.
Although Guangjia is not willing to respond to the customer's situation, it also admits that this year's TV backlighting orders will gradually warm up in Q2. At this time, the demand in Europe and the United States has not yet recovered. Compared with the industry, it has already felt back earlier. The temperature is still good, but the backlight is still affected by the customer's mid-year inventory, so the expected revenue is still visible in Q3.
Guanggao also pointed out that this year's Q3 peak season will be extended by one month compared with the same period of last year, mainly in the backlight market. The demand for small and medium-sized panel backlights is now weak, and it is expected that it will not be visible until late July, so this year's revenue challenge The new high time is about August and September.
This year, Q2 Han factory Samsung has a lawsuit with Osram, so it lowered the LED self-sufficiency rate and increased the commissioning of OEMs. The LEDs required for LED TV backlights have also been extended to the Korean factory Seoul Semiconductor, and Seoul. Semiconductor is the largest customer of Guanggao, and it has also made Guangjia become the benefit factory of Samsung.
Although Guangjia is not willing to respond to the customer's situation, it also admits that this year's TV backlighting orders will gradually warm up in Q2. At this time, the demand in Europe and the United States has not yet recovered. Compared with the industry, it has already felt back earlier. The temperature is still good, but the backlight is still affected by the customer's mid-year inventory, so the expected revenue is still visible in Q3.
Guanggao also pointed out that this year's Q3 peak season will be extended by one month compared with the same period of last year, mainly in the backlight market. The demand for small and medium-sized panel backlights is now weak, and it is expected that it will not be visible until late July, so this year's revenue challenge The new high time is about August and September.
Pure sine ware output
Optional MPPT/PWM solar charge controller 60A
MPPT Efficiency max 98%
DC Start & Automatic Self-Diagnostic Function
On/Off Grid Solar Inverter,Hybrid Inverter With Mppt Charge,pure sine wave solar inverter
suzhou whaylan new energy technology co., ltd , https://www.whaylan.com