The LED lighting industry's peak season has brought Edison's revenue in April to NT$227 million, a monthly increase of 6.16% and an annual decrease of 9.25%. The accumulated revenue from January to April this year was NT$822 million, a year-on-year decline of 9.71% compared with 911 million yuan in the same period last year. At present, the company's capacity utilization rate is 65%, and the order visibility is 1~2 months.
Edison pointed out that the company gradually faded out of the market for light sensing components and transmission components, and changed its focus on LED lighting. At present, LED lighting accounts for 90% of revenue. After the company's revenue sources of optical sensing components and transmission components were reduced this year, monthly revenue and accumulated revenues declined compared with the same period of last year. However, as LED lighting demand gradually enlarges, LED lighting revenue growth will complement light sensing. The gap between components and transmission components, the timing of revenue growth from negative to positive, just around the corner.
In recent years, in addition to strengthening the development of LED lighting, Edison has also moved from outdoor lighting to indoor lighting. At present, Edison's indoor lighting products are mainly commercial lighting, and most of the products are recessed lights for product display, accounting for 70% of the total lighting products. Outdoor lighting, such as street lights, engineering lights, landscape lights, etc., account for 30%.
In addition, Edison's LDMS (Lighting Design Manufacturing Service) operating model is also continuing to play a role. After LDMS accounted for nearly 30% of revenue in the first quarter, it is expected to reach 40% ahead of schedule in the second quarter. .
Edison pointed out that the company gradually faded out of the market for light sensing components and transmission components, and changed its focus on LED lighting. At present, LED lighting accounts for 90% of revenue. After the company's revenue sources of optical sensing components and transmission components were reduced this year, monthly revenue and accumulated revenues declined compared with the same period of last year. However, as LED lighting demand gradually enlarges, LED lighting revenue growth will complement light sensing. The gap between components and transmission components, the timing of revenue growth from negative to positive, just around the corner.
In recent years, in addition to strengthening the development of LED lighting, Edison has also moved from outdoor lighting to indoor lighting. At present, Edison's indoor lighting products are mainly commercial lighting, and most of the products are recessed lights for product display, accounting for 70% of the total lighting products. Outdoor lighting, such as street lights, engineering lights, landscape lights, etc., account for 30%.
In addition, Edison's LDMS (Lighting Design Manufacturing Service) operating model is also continuing to play a role. After LDMS accounted for nearly 30% of revenue in the first quarter, it is expected to reach 40% ahead of schedule in the second quarter. .
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