Japanese customer orders increase, long-term Q2 operation will grow substantially

IC packaging and testing and LED inspection and foundry giant Jiuyuan Electronics said that thanks to the increase in orders from Japanese customers, the visibility of LED picking OEM orders has also been extended from the previous one month to 2-3 months. For the second quarter of the operation, it will also grow significantly compared with the first quarter.

Jiuyuan’s January revenue was NT$174 million, a decrease of 2.4% from December last year and a decline of 16.95% from the same period last year. The company said that its January results will be bottomed out, and it is expected to climb month by month. It is worth noting that the revenue contribution from IC testing in January hit a record high in the same period of the previous year, indicating that the off-season is not weak, and the LEDs that were originally in a weak situation Business, there are also signs of warming. Overall, revenue in the first quarter is expected to grow slightly compared to the fourth quarter of last year.

In addition, Jiuyuan pointed out that since December last year, foreign customers (including Japan, Osram, etc.) accounted for 30% of the LED inspection and foundry business, which is much higher than the original 20%. The proportion of customers is 70%, with Jingdian as the main customer. In addition, Jiuyuan successfully received the order of OEM inspection of LEDs from Japan, and thus indirectly entered the Apple iPad3 supply chain.

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