Driven by the return of backlight module shipments, China Optoelectronics (5371) combined revenues of NT$6.58 billion in November, but shipments of projectors continued to decrease, up 2% from the previous month and 23% year-on-year. . Accumulated the top 11 joint ventures in 2010 was 85.783 billion yuan, a 24% increase over the same period in 2009.
From the perspective of individual products, the total shipments of backlight modules in November 2010 reached approximately 6 million units, up 14% from October, mainly due to the increase in shipments of monitors for monitors and NB notebook computer panels. Driven by. The monthly single-month backlight module revenue was 3.943 billion yuan, which is equivalent to October. It is expected that the shipment of backlight module products will continue to grow slightly in November compared with November.
In terms of LED penetration, the shipment of TV backlight modules in November was 1.01 million, and the penetration rate of LED backlights was 18%. The shipment of monitor backlight modules was 2.51 million, and the penetration rate of LED backlights was 32%. The shipment of NB backlight modules was 2.44 million, and the penetration rate of LED backlights was 98%.
Projector products were affected by the weak quarter effect, shipments fell to 78,000 units, down 13% from the previous month, revenue was 1.137 billion yuan, down 11% month-on-month, but projector shipments are expected to be higher in December. It rose more than 10% in the month.
China Optoelectronics expects that revenue in December 2010 should continue to rise. In addition, China Optoelectronics also announced that its subsidiary Yangsheng Lighting and the Japanese business Gunze Limited will jointly establish a new capacitive touch panel factory in the Guangzhou Economic and Technological Development Zone. It is expected to start mass production in March 2011.
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