[High-tech LED News] Due to the global LCD TV demand and LED backlight LCD TV penetration rate is not as expected, TFT-LCD panel supply chain Q3 peak season is not prosperous and other factors, the diffusion board Dachang Yingtai current micro-structured light guide plate products accounted for the overall camp The proportion of revenue is still low, and the estimated revenue of micro-structured light guides in 2011 is only about 5%. However, with the completion of customer certification, it is expected that in the order of Taiwan, Hong Kong, South Korea, mainland and other customers, in 2012, Yingtai's micro-structured light guide product revenue has an opportunity to increase to 20%.
In terms of performance, Yingtai's Q3 revenue this year was about NT$1.01 billion, an increase of about 13%. Compared with the same period last year, the annual decrease was 4.8%. October revenue may still remain around 330 million yuan. Yingtai said that the current estimate of Q4 is flat. Whether the industrial boom has bottomed out and needs to be observed continuously. Looking forward to November-December, if the mainland's new year's stocking demand is strong, it may make Q4 performance support.
At present, the main source of revenue for Yingtai is still diffuser products, including traditional flat diffuser and microstructure diffuser. Major customers still include Chi Mei, AUO, and Korean panel makers. Although LCD TVs continue to shift toward LED backlight applications, demand for diffusers is still there. With the increase in LCD TV specifications, the design of new models with direct-lit LED backlight design is increasing.
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