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Dom> Blog> Fight for LED revenue, a brother of billion light, squeezed the light treasure last month

Fight for LED revenue, a brother of billion light, squeezed the light treasure last month

May 27, 2023

The LED monthly revenue of the LEDs was all released. Yiguang Electronics surpassed the LED division of Lite-On Technology for the first time and became the new leading factory of LEDs. The legal person believes that Yiguang Guangbao is competing for LED brothers and will be the LED industry this year. The highlight of the show.

Ye Weifu, the chairman of Yiguang, is a singer of Guangbao. The battle between the two LED leaders has been attracting attention from the industry recently. Lite-On has also paid close attention to the actions of Yiguang. After the announcement of the revenue in January this year, Yiguang has 948 million. Yuan Sheng has passed the 937 million yuan of Guangbao LED department. Although the gap of only a few million yuan is a big step for Yiguang, it is a tight step in the LED industry.

The legal person believes that the leading throne of Yiguang and Lite-On will be a good show for the LED industry this year. Both Yiguang and Lite-On have significantly expanded their production this year. The new capacity will be in place after the Spring Festival. The production capacity of Everlight's SMD LED will increase from the current 680 million to 1 billion. The second quarter expansion is completed, and the production capacity is expected to increase by 1.5 times.

In addition to the LED department's revenue, Guangbao has been chased by Yiguang. Recently, the Dongguan Shijie factory has a fire, and the chief financial officer has changed. The foreign shareholdings have led to the stock price falling below 40 yuan and falling 0.7 yuan last Friday. At 39.1 yuan, Yiguang closed at 96.1 yuan on the daily limit on Friday. However, some legal persons believe that although the revenue of Yiguang Yuanyue exceeds the LED department of Guangbao, Lite-On has already laid out the LED lighting system in advance and integrated the future. LED revenue may be more powerful than billion light.

Generally speaking, the first season is usually the LED industry season. In February, due to the small number of working days, it is less informative. The performance will increase from March. The monthly revenue performance is often an indicator to observe the LED factory's annual performance. The annual growth rate of January's revenue is often not far from the growth rate of annual revenue.

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