Benefiting from LED backlighting and lighting demand, Taiwan factory Q2 enters peak season

Benefiting from the backlight supply chain to restore the stocking demand in advance, the total revenue of Taiwan's major LED factories in March reached 9.39 billion Taiwan dollars, a monthly increase of 35.1%. The Taiwanese factory is optimistic that the demand for Korean and Japanese brand TV factories is getting stronger and stronger, and commercial lighting has begun to enter the traditional peak season. The industry said that it is estimated that the second quarter is expected to increase by more than 10%.

The Korean brand TV factory has announced that it will increase the layout of direct-lit LED TVs this year, while the Japanese brand TV factory is looking forward to the steady growth of overall TV shipments this year. From the revenue performance in March this year, the backlight supply chain has been seen to resume stocking in advance. Demand, Korean and Japanese brand TV factory demand is getting stronger and stronger until the second season of the traditional peak season.

Li Bingjie, chairman of Jingdian, pointed out that in the first quarter, there were factors such as the traditional off-season and the small number of working days, which made the base period of revenue relatively low. The second season was originally the traditional peak season of the LED industry, so the revenue in this quarter showed a substantial growth. The normal performance of the industrial cycle; however, the second quarter is also the main key to observe the performance of the industry throughout the year. If the revenue in the quarter is not busy, the operating pressure of LED factories in the second half will also become heavier.

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