In the third quarter, the performance of the Taiwanese LED supply chain was thin and fat in the case of convenient revenue display, that is, the revenue of the upstream epitaxial plant was declining, and the downstream packaging plant was still prosperous. However, the industry believes that the profit situation may be reversed. In the third quarter, the gross profit margin of the epitaxial plant will support, but if the proportion of lighting in the downstream packaging factory is too high, the gross profit margin will decline or not as expected. The LED epitaxial plant, Jingdian, Yuyuan, and the third-quarter revenue announced in the new century showed a monthly decline, and the peak appeared in July. In the third quarter, the revenue of Jingdian Power was 7.627 billion yuan (NTD, the same below, RMB 1.533 billion yuan), a decrease of 6 in the quarter, but a 30% increase over the same period last year. Jingshi Finance Minister Zhang Shixian said that the second quarter gross profit rate reached 21, the upcoming third quarter profit figures, not worse than the second quarter. The main reason is that the production capacity is fully loaded in July and August, and the unit cost is reduced. At the same time, due to the balance of supply and demand in the industry, the unit price of the products also supports. In the second quarter, the operating profit of Jingdian was as high as 1 billion yuan (about RMB 201 million), which was three times that of the second quarter. However, the loss of the convertible bonds recognized by the company was more than 800 million yuan (about 161 million yuan). In the second quarter, only a small profit of 0.81 yuan (about 0.163 yuan). In the third quarter, there should be no loss of convertible bonds, and profit performance is expected to be better. Looking forward to the fourth quarter, Jingdian said it will return to the traditional off-season, and the probability of full load is very low. In the new century, the stock price has fallen sharply in recent days, but the new century said that the third quarter revenue decline is a seasonal normal correction, and there is not much industry bearish. This can be seen from the unit price and gross profit margin, unlike the two years. The worst of the former LEDs was the loss of revenue and gross margin. In the new century, the third-quarter gross margin is close to that of the second quarter, and profitability can still be maintained. In the new century, the flip chip products are currently being certified with the big manufacturers, and it is expected to be shipped in the fields of outdoor lighting and large-size TV backlights next year. Compared with the upstream third-quarter gross margin, the downstream packaging plant has a larger number of variables. Among them, Dongbei's third-quarter revenue was a record high, which was more than 50% higher than that of the same period of last year. However, the proportion of lighting increased, especially the large volume of light bulbs, and the unit price and profit were lower. Dongbei self-assessed that the proportion of lighting before the end of the year will increase to 30% of revenue, which also makes the market worried about the upcoming third quarter profit is not as expected.
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