Yiguang orders full hand backlight products are expected to win Apple orders

A spokesman for Taiwanese company Everlight (2393) said recently that the operation of Yiguang Q2 began to return to the normal industrial cycle. At present, the orders are fully loaded. It is expected that the revenue of Yiguang Q2 will increase to a new high in the single-month revenue. The annual revenue growth is expected to reach 30. %.

Yiguang pointed out that the current average capacity utilization rate of the company is about 80%, and is optimistic about the demand for TV backlights and LED lighting products. Among them, SMD products, including mobile phones and consumer electronics, have strong demand and the production capacity has reached full capacity.

Yiguang said that the backlight of the tablet computer has been shipping since last month. The main customers are Taiwan brand factories, and the billion-light backlight products are also being sampled.

At present, Yiguang TV backlights account for 20% of revenue, and lighting products are expected to grow to 10% from 6-7% last year.

For the part of Japan's 311 strong earthquakes affecting the supply chain of Everlight's industry, Yiguang said that the company has prepared for the dispersion of suppliers in the BT resin source materials. At present, the proportion of Taiwan's factory supply has also increased from the original 20%. As for 40%, there is no material breakage, and Mitsubishi Japan also expects to resume supply in mid-May.

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