Dongbei's self-contained June revenue increased by 19.99% from the previous month.

Dongbei’s consolidated revenue for June was NT$711 million, an increase of 19.99% from May and an increase of 37.32% year-on-year, setting a new high in 24 months. Dongbei said that the growth of the month's revenue was mainly driven by the strong demand for backlight products, including Taiwan's TV and touch panel new product stocking orders, mainland color power plant orders, and the replacement of LED lighting on the island's 3C channel. Orders for lighting, driving the monthly revenue to continue to maintain double-digit growth.

Dongbei pointed out that thanks to the large number of TV backlights used in this year to replace cold cathode tubes (CCFLs), the penetration rate of LED TVs has increased, and the small and medium-sized touch panel products have been busy. The monthly revenues in the first half of the year have double-digit growth. It also led to a total of NT$1,793 million in consolidated revenues from April to June this year, an increase of 68.52% compared with the total of 1.064 billion yuan in January-March.

Dongbei analysis, LED TV penetration rate was only about 40% last year, but this year, the world's major TV manufacturers began to launch new products for LED TV. In addition to the earliest demand from Korean TV manufacturers, other Taiwanese and landline TV brand factories have successively launched new products in the second quarter, and in the third quarter, they have added direct-series products, which are mainly energy-saving benefits. Cooperate with the mainland to promote the price subsidy policy for energy-saving home appliances, and further increase the LED TV shipments. It is estimated that the LED TV penetration rate will gradually grow from 50% at the beginning of the year to nearly 80% at the end of the year, and thus become the main kinetic energy for the growth of Dongbei's revenue. .

Dongbei refers to another growth momentum from the notebook and touch flat product stocking orders. As the new products are listed at the end of the second quarter, the non-Ping camp will use the low price strategy and the new Win 8 architecture to grab the touch. Control the market pie, and recently received additional orders from customers, showing that the market response is good, it is estimated that the demand for LED backlight strips will continue to reach the third quarter.

LED lighting, Dongbei said that with the recent electricity price increase effect began to ferment, customer inquiries increased, recently received the domestic 3C brand channel base orders, since June began to change the lighting of various locations into LED lighting demonstration Lighting. In addition, the mainland's partner Putian Hongyan Group also received orders for good news, which will drive the growth of lighting revenue from the end of the second quarter.

Dongbei pointed out that thanks to the demand for new products for notebooks and touch panels, the small and medium-sized panel backlight product line has reached full load, and the TV-based large-size panel capacity utilization rate is about 70~80%. Together with the LED lighting product line, the overall capacity utilization rate in June was about 70%. Looking forward to the third quarter, the current order visibility is close to September, with the customer's direct-lit LED TV mass production, notebook and touch panel new product demand in the second half of the year, plus lighting products in the domestic 3C physical channel distribution, and the mainland The large-scale growth of the orders of the partners Putian Hongyan Group, the capacity utilization rate will grow again month by month, it is estimated that the third quarter revenue growth momentum can be expected, revenue is expected to climb again.

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