Ye Haofu, chairman of Taiwan's LED packaging and leading factory Yiguang (2393), said that the LED boom will be better than last year. After the fourth quarter of last year, the performance of the fourth quarter was not weak, and in the first quarter of this year, when the number of working days was too small. There are still opportunities for revenue growth in the quarter compared to the previous quarter.
In the market of Taiwan's streetlights, Yiguang was in a strong momentum. After obtaining the 2nd district standard in Taipei City at the end of last year, it recently won the 2nd district standard in Kaohsiung City. In the first half of this year, the street lamp shipments have already been 4~50,000. In addition, Everlight has also added mainland China brand TV factory customers this year, and it is estimated that it will start to pay for revenue in the first quarter.
In the fourth quarter of last year, Everlight was the industry's off-season, but benefited from the continuation of the backlight order, the full range of lighting products on the retail channel, and the Golden Gate warm street lamp. The non-consolidated revenue for the quarter reached 4.306 billion yuan. The previous quarter's recession was 3.64%, which was not a low performance in the off-season.
Yiguang continued to be optimistic about the performance of orders in the first quarter. Ye Haofu said that it is estimated that the first quarter revenue still has a chance to grow compared with the fourth quarter of last year.
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