Topic: The financial backlight module factory experienced a recession in October. China Optoelectronics (5371) and Ruiyi (6176) The two backlight module factories believe that the fourth quarter revenue will be about 10% lower than the third quarter. However, under the increase of the penetration rate of LED products, the backlight module factory believes that the changes in product and customer structure are expected to make up for the quarterly impact.
Ruiyi's revenue in October was 3.279 billion NT dollars, a 4% decline from last month, and its performance was better than expected. The Ruiyi product portfolio is dominated by NB, which is less affected by quarterly demand. It is estimated that shipments will remain stable in November. Although the demand in December is unknown, the decline in the fourth quarter is expected to be no more than 10%.
China Optoelectronics believes that the backlight module revenue peak appeared in October, and gradually declined in November and December, but the overall shipment decline in the fourth quarter will be less than 10%. China Optoelectronics' product portfolio has advantages. LED monitors are in September and are expected to have a penetration rate of 15% in the fourth quarter, leading the industry. While the system and brand customers increase the cooperation mode of OPEN CELL, China Optoelectronics is also expected to add new customers. In addition, the high-end NB backlight module with LED as the light source continues to increase shipments, and more than 20?, more than ultra-high brightness high-end LED monitor backlight module, has been mass-produced in September, the fourth quarter penetration rate It will increase from 5% in the third quarter to 15%, and the penetration rate of large-size LED NB models will continue to grow to 70-80%.
Ruiyi's revenue in October was 3.279 billion NT dollars, a 4% decline from last month, and its performance was better than expected. The Ruiyi product portfolio is dominated by NB, which is less affected by quarterly demand. It is estimated that shipments will remain stable in November. Although the demand in December is unknown, the decline in the fourth quarter is expected to be no more than 10%.
China Optoelectronics believes that the backlight module revenue peak appeared in October, and gradually declined in November and December, but the overall shipment decline in the fourth quarter will be less than 10%. China Optoelectronics' product portfolio has advantages. LED monitors are in September and are expected to have a penetration rate of 15% in the fourth quarter, leading the industry. While the system and brand customers increase the cooperation mode of OPEN CELL, China Optoelectronics is also expected to add new customers. In addition, the high-end NB backlight module with LED as the light source continues to increase shipments, and more than 20?, more than ultra-high brightness high-end LED monitor backlight module, has been mass-produced in September, the fourth quarter penetration rate It will increase from 5% in the third quarter to 15%, and the penetration rate of large-size LED NB models will continue to grow to 70-80%.
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