[High-tech LED News] Yuanyuan's revenue in September fell sharply to NT$325 million, a month-to-month reduction of 15% and a year-on-year decrease of nearly 19%. The company stated that the demand for small and medium-sized backlights began to weaken, and the mainland Some customers temporarily draw orders (due to peers to cut prices) and other factors. Overall Q3 revenue was approximately NT$1.04 billion, down 6% quarter-on-quarter and 27% year-on-year.
By the end of this year, Q3, TV backlights accounted for about 15%-20% of the revenue of the company, lighting products accounted for about 25%-30% of the revenue, small and medium size applications and monitor backlights and other products, total revenue accounted for The ratio is still about 50%, and the revenue of the Lei chip is about 5%.
Looking forward to Q4, Yu Yuan said that the situation of orders from mainland customers has been restored. However, due to the current short visibility of the overall order, and small and medium-sized backlights have entered the traditional off-season, although the lighting application shipments are still slowly increasing, the overall Q4 performance is still depends on the follow-up demand for TV backlights. How much support. Yuanyuan estimates that if the TV backlight emergency single-effect can be maintained as expected in October, the revenue in October should have a chance to rebound to the August level (estimated at NT$3.7-3.8 billion).
At present, there are 57 MOCVD machines in Yanyuan, of which 4 are 4-inch machines. It is expected that another 2-inch machine will be introduced in Q4 this year. It is estimated that the number of MOCVD machines will reach 58 by the end of the year. As for the number of MOCVD machines that have been mass-produced at the Yangzhou Shengyang Plant in the mainland, there are 25 units, and there are still 12 machines that have already been placed. It is expected that the installed units will be imported in 2012.
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