Dongbei's October revenue was released. Although the fourth season has entered the LED traditional off-season, the company's non-merger and consolidated revenues in October reached 852 million yuan (NTB, the same below) and 872 million yuan, all only 9 The monthly recession is 3% to 4%. Dongbei pointed out that due to the peak season effect of backlight products, and benefit from the demand for the end of the year-end holiday including TV, NB and Tablet new products, especially the Japanese and mainland color TV brand factories are still strong, so the overall October revenue and The September results were stable and were more than 1.3 times higher than the same period last year.
Dongbei pointed out that under the policy promotion of energy-saving subsidies, the mainland TV brand has not reduced the demand for stocking. In addition, there are a number of Tablet products listed at home and abroad, and the order status in the first quarter is still better than that in the same period of the previous year. It is estimated that demand will gradually slow down until the end of the year.
In addition, Japanese TV panel manufacturers based on production cost considerations, from this year also increased the number of LED backlights for Taiwan factories, recently saw more demand for Japanese large-size TV panels in the market, estimated this wave 60~70 The large-size TV promotion season of the inch will not stop in the short term.
From the perspective of annual revenue performance, Dongbei has supported the simultaneous increase in TV, NB and Tablet product line demand. In the first 10 months of this year, the cumulative non-consolidated revenue was 6.096 billion yuan and the combined revenue was 6.253 billion yuan, surpassing last year. The annual growth rate of revenue is expected to be 5.758 billion yuan and 5.731 billion yuan. Dongbei estimates that product shipments in the fourth quarter are still good, and revenues in this quarter are expected to be the same as last season's peak season. By then, the annual revenue will grow by 30% over the same period last year.
For the outlook for next year, Dongbei believes that more than 60% of LED output growth this year comes from the growth of LED backlight penetration. Although the lighting application market is not losing heat, this year's real growth is still lower than TV backlight application. It is the expectation that the terminal price and cost have not yet reached the market, and the next step will be to increase the production scale of the product technology and automation equipment through the innovative opto-mechanical thermal design. It is estimated that the production cost will be further reduced in the first half of next year. The price of bulbs is less than 2 times lower than that of energy-saving bulbs (CFL). It is estimated that the LED lighting penetration rate in 2013 will probably replicate the large-scale adoption of LED backlight mode in the TFT industry, which will promote the growth of LED indoor lighting business opportunities and output value.
Dongbei pointed out that under the policy promotion of energy-saving subsidies, the mainland TV brand has not reduced the demand for stocking. In addition, there are a number of Tablet products listed at home and abroad, and the order status in the first quarter is still better than that in the same period of the previous year. It is estimated that demand will gradually slow down until the end of the year.
In addition, Japanese TV panel manufacturers based on production cost considerations, from this year also increased the number of LED backlights for Taiwan factories, recently saw more demand for Japanese large-size TV panels in the market, estimated this wave 60~70 The large-size TV promotion season of the inch will not stop in the short term.
From the perspective of annual revenue performance, Dongbei has supported the simultaneous increase in TV, NB and Tablet product line demand. In the first 10 months of this year, the cumulative non-consolidated revenue was 6.096 billion yuan and the combined revenue was 6.253 billion yuan, surpassing last year. The annual growth rate of revenue is expected to be 5.758 billion yuan and 5.731 billion yuan. Dongbei estimates that product shipments in the fourth quarter are still good, and revenues in this quarter are expected to be the same as last season's peak season. By then, the annual revenue will grow by 30% over the same period last year.
For the outlook for next year, Dongbei believes that more than 60% of LED output growth this year comes from the growth of LED backlight penetration. Although the lighting application market is not losing heat, this year's real growth is still lower than TV backlight application. It is the expectation that the terminal price and cost have not yet reached the market, and the next step will be to increase the production scale of the product technology and automation equipment through the innovative opto-mechanical thermal design. It is estimated that the production cost will be further reduced in the first half of next year. The price of bulbs is less than 2 times lower than that of energy-saving bulbs (CFL). It is estimated that the LED lighting penetration rate in 2013 will probably replicate the large-scale adoption of LED backlight mode in the TFT industry, which will promote the growth of LED indoor lighting business opportunities and output value.
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