Taiwan's LED packaging giant Dongbei's consolidated revenue in January was 514 million yuan (NT), a 75% increase over the same period last year. However, if it fell by about 8% compared with December last year, it was mainly affected by the slowdown in TV backlight demand. However, the revenue from lighting is still strong. The main reason is that it will receive the big orders from Europe and the United States. In the first quarter, the shipment amount will reach 500 million yuan. Dongbei estimates that the annual lighting revenue will double from last year, accounting for the total camp. The proportion is about 30%.
In February, due to the Spring Festival, the number of working days decreased, but the order status was better than that in January, so revenue is expected to be flat. Starting in March, TV backlight shipments are expected to grow substantially, and the LED industry will resume its normal boom cycle.
Dongbei said that more than 60% of LED output growth last year came from backlight products, and the lighting market was not as strong as expected, mainly because the terminal price was not low enough. For example, the current retail price of LED bulbs is about 299 yuan, which is 2.5 to 3 times that of traditional energy-saving light bulbs (CFL). However, this year, Dongbei reduced costs by automating production and narrowed the price difference to less than 2 times. It is expected that the lighting market will grow substantially.
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