Light-emitting diodes (LEDs) will be the direction of the future group layout. The NB backlight is about to enter full LED, which means that the LED industry will enter a high-speed growth period, and the future application areas will expand to support market sentiment. The first quarter of the LED population will not be light in the off-season.
With the improvement of the light guide plate yield and the rapid decline of LED prices, the cost of NB backlight application is close to CCFL. The market expects that the LED backlight penetration rate will increase quarter by quarter. At the end of this year, the LEDNB market penetration rate is expected to rise to 15 % to 20%. Due to the rapid expansion of LED applications, not only the small and medium-sized growth optimistic this year, NB backlights and LCDTVs are regarded as the next explosive market by the market. However, the most anticipated by major manufacturers is the lighting market, market opportunities. Quite broad, LED future application areas can be described as one is bigger than one.
The upstream epitaxial plant Jingdian's revenue in January was better than expected. Although there was a Spring Festival holiday in February, the customer's order was positive. If the shipment was successful in the second half of the month, the February revenue could still be better than January. At present, the overall price pressure of LED is not large. It is only the off-season price adjustment. The estimated gross profit margin can still be maintained at 30%. If the first quarter revenue of Jingdian is down 15%, it will be about 2.48 billion yuan.
The revenue momentum of Everlight's February revenue is still strong. Due to the strong orders, it is not affected by the holiday of the Lunar New Year. The production line will work overtime and ship as usual. The estimated revenue is between 800 million yuan and 900 million yuan. In March, the LED backlight order has high visibility. In addition, March has always been a small peak season of billion light. The market expects to produce beautiful revenue in February and March. It is estimated that the first quarter revenue will be only last year. In the fourth quarter, a slight decline of 5% is expected to exceed 2.7 billion yuan. As for the annual EPS, there will be 6.4 yuan.
The recent stock prices of Yuyuan and Yuhong also performed brilliantly. Due to the high-brightness blue LED yield, the main product has reached 1400mcd to 1600mcd. Due to strong market demand, the visibility of orders has increased greatly. It is estimated that the revenue in March will grow by more than 10% compared with January, and there is a chance to hit a single month. A new high in history. Due to the backlit orders of mainland mobile phone customers and new customers, Shunhong expects SMDLED revenue to grow by more than 40% this year. Infrared products benefit from increased applications, and large orders continue to increase. It is expected that product revenue will grow by about 40%. LED street lights are expected to double in revenues as new and old customer orders grow.
With the improvement of the light guide plate yield and the rapid decline of LED prices, the cost of NB backlight application is close to CCFL. The market expects that the LED backlight penetration rate will increase quarter by quarter. At the end of this year, the LEDNB market penetration rate is expected to rise to 15 % to 20%. Due to the rapid expansion of LED applications, not only the small and medium-sized growth optimistic this year, NB backlights and LCDTVs are regarded as the next explosive market by the market. However, the most anticipated by major manufacturers is the lighting market, market opportunities. Quite broad, LED future application areas can be described as one is bigger than one.
The upstream epitaxial plant Jingdian's revenue in January was better than expected. Although there was a Spring Festival holiday in February, the customer's order was positive. If the shipment was successful in the second half of the month, the February revenue could still be better than January. At present, the overall price pressure of LED is not large. It is only the off-season price adjustment. The estimated gross profit margin can still be maintained at 30%. If the first quarter revenue of Jingdian is down 15%, it will be about 2.48 billion yuan.
The revenue momentum of Everlight's February revenue is still strong. Due to the strong orders, it is not affected by the holiday of the Lunar New Year. The production line will work overtime and ship as usual. The estimated revenue is between 800 million yuan and 900 million yuan. In March, the LED backlight order has high visibility. In addition, March has always been a small peak season of billion light. The market expects to produce beautiful revenue in February and March. It is estimated that the first quarter revenue will be only last year. In the fourth quarter, a slight decline of 5% is expected to exceed 2.7 billion yuan. As for the annual EPS, there will be 6.4 yuan.
The recent stock prices of Yuyuan and Yuhong also performed brilliantly. Due to the high-brightness blue LED yield, the main product has reached 1400mcd to 1600mcd. Due to strong market demand, the visibility of orders has increased greatly. It is estimated that the revenue in March will grow by more than 10% compared with January, and there is a chance to hit a single month. A new high in history. Due to the backlit orders of mainland mobile phone customers and new customers, Shunhong expects SMDLED revenue to grow by more than 40% this year. Infrared products benefit from increased applications, and large orders continue to increase. It is expected that product revenue will grow by about 40%. LED street lights are expected to double in revenues as new and old customer orders grow.
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