AUO's LED factory Ronda said that after the Lunar New Year, the demand for panel and lighting has grown significantly. However, this year's January is still affected by the small number of working days caused by the Spring Festival holiday. The overall revenue will be higher than the previous month. Declining, but this year's revenue performance is expected to start increasing month by month after the end of January, and will increase significantly in March. Â
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Ronda's backlight application products accounted for 60% to 70% of the revenue, while the growth of lighting application products is more promising. After the company successfully entered the international lighting brand supply chain, the product accounted for the proportion of revenue from last year. The initial 10% rose to 30~40%, and it is estimated that this year will grow to 50%.
The company analyzed that LED lighting demand will gradually enlarge this year, the market sales price will continue to decline, especially the bulbs are the most intense, but the company's finished products are mainly based on relatively stable lamps, and the demand wave after the 311 earthquake in Japan last year. Impact, the maximum monthly shipment of lamps reached 400,000. This year, the main market for this product will be transferred from Japan to Europe, the United States and the mainland market, and will continue to maintain high shipments.
Last year, the lighting product assembly line of the Suzhou plant has started mass production. At present, it has passed the certification of international brand customers. It is estimated that more than 10 MOCVD machines will be added to the Suzhou plant this year. The total number of switchboards on both sides will reach 80. After the operation goes online, the proportion of lighting products revenue will reach 50%.
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