LED packaging industry confirmed that China's six major power plants received a new wave of energy-saving appliances subsidies, and has notified Taiwan's manufacturers to prepare production capacity, LEDTV backlight manufacturers to determine the fourth quarter results will be better than the third quarter, and is expected to continue In the first quarter of next year, there should be no off-season in the next two seasons, which is obviously different from the traditional season in the past.
Liu Bangyan, general manager of Yiguang Production, pointed out on the 3rd that the receipt of orders by Yiguang in October and November was not bad, and the fourth season was similar to the third season of high innovation. Wu Qinghui, chairman of Dongbei Optoelectronics, confirmed that Dongbei’s performance will fall to the end in September, and there will be double-digit growth in the fourth quarter.
Taiwan's LED factory directly benefited from Yiguang, Dongbei, and Lunda and Yiquan, which have more direct-selling LEDTV shipments, as well as LED epi-crystals, such as Jingdian, Yuanyuan, and New Century.
According to the LED packaging manufacturer, a new wave of home appliance subsidies will be launched in the mainland. It has been confirmed that major manufacturers such as TCL, Hisense, Chuangwei, Konka and Changhong have received official documents from the government. Energy-saving TV will be subsidized and the supplier has been notified to stock up.
Wu Qinghui said on the 3rd that this wave of subsidies is directly subsidized to the manufacturer, so the price of LEDTV in the terminal will drop, which will stimulate the purchasing power of consumers. Dongbei also accepts the customer’s request to ship this week. What is certain is that Dongbei's performance will fall to the end in September, and it will have better performance from October.
Dongbei spokesman Weng Congzhi said that in the past, Dongbei's performance in the fourth quarter will fall by about 15 on average, but in the fourth quarter of this year, the off-season is not weak, and there will be double-digit growth. From the current orders, this one will continue to boom until the next season.
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