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Ronda electronic LED backlighting demand is stronger
Ronda Electronics' revenue in June was 1.36 billion yuan (NTD, the same below), which was 7.4 points higher than that in May, setting a new monthly high. The accumulated second quarter revenue was 3.79 billion yuan, up 17.6 points from the first quarter. The half-year revenue was 7.02 billion yuan. Ronda said that in the second quarter, regardless of backlight or lighting customers, the mobile phone application package has been rapidly and quantitatively shipped to the mainland and Japan leading brands in the backlight application field. In addition, direct-lit TV backlight products have been widely used in 50-inch. The above panels, and the wide color gamut products of new technologies are also available, and notebook computer applications are still in short supply. In the finished lighting part, Ronda's current sales of glass tubes and flat lamps are the best in the industry. The new generation of glass LED tubes has been rapidly expanded in June, providing international first-line lighting brands one after another. Climb up. The demand for flat lights continues to increase. In the lighting component segment, Ronda said that high-voltage (HV) packaging, COB series, 3030 and other products continue to increase temperature, of which COB high color rendering (CRI90) products will be introduced to European customers; in addition, just published in Guangzhou Lighting Exhibition After the release of new products such as high-density flip-chip COB (FlipChipCOB) and unpackaged white LED (WhiteChip), the customer inquiry is quite high and is expected to be mass-produced in the third quarter. Ronda said that this year's LED market is stronger than the demand in the past two years, and the industry is healthier. The second and third quarters are the traditional peak season. At present, the production capacity has become full, and the average utilization rate has reached more than 90%. The epitaxial and packaging capacity has been opened at the end of June, and the third quarter can significantly contribute to revenue.