The key to driving the overall industry growth in the second quarter is still LED backlight products. Dongbei (2499), an LED packaging factory, said that in the second quarter, with large-size TVs and tablet computers taking orders, the overall second-quarter performance will be held. Optimistic, revenue is expected to rise sharply, order visibility in the second quarter of the tablet computer customers led by the new machine, visibility can be seen in July.
Looking back at the proportion of Dongbei's products in the first quarter, LED backlight products accounted for the highest proportion of total revenue, reaching 60%, lighting products accounted for 20%, and other 20% are still infrared and other products, Dongbei It is pointed out that the engine that drives the strong growth of the overall revenue in the second quarter is still a backlight product. In the second quarter, driven by large-size backlight products and tablet computer products, it is estimated that the revenue growth will be up to 50%.
Dongbei's TV backlight customers cover China, Japan and South Korea, including Samsung, LG, Sharp, TCL, etc., and customers are encouraged to release trial production and mass production plans. By July, Dongbei had also seized orders from tablet PCs. Due to the low base period and the launch of new models in the second quarter, the growth of its tablet PC products was relatively strong. Order visibility even saw August. .
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