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Looking forward to August, China Optoelectronics expects that backlight module products may continue to be sluggish due to the demand for monitors, and shipments are estimated to be flat. At present, the backlight module business accounts for 60% of China Mobile's combined revenue, and the projector's proportion is about 20%.
As for the backlight module, China Optoelectronics indicated that the total shipment of backlight modules in July this year was about 5.84 million, and the combined revenue was 3.417 billion yuan, up 0.4% and 3% lower than that in June. In the first seven months of this year, the shipment of backlight module products reached 38.49 million, and the revenue was about 23.791 billion yuan, up 3% and 16% lower than the same period of last year.
Among them, TV backlight module shipments in July was 410,000, monthly reduction of about 14%, LED shipment penetration rate of 89%. Monitor backlight module shipments were 1.71 million units, a monthly decrease of approximately 10%, and LED shipment penetration was 85%. Notebook NB and tablet PC Tablet backlight module shipments were 3.37 million, an increase of about 8% per month.
Zhongqiang Optoelectronics' July revenue fell 8% month-on-month
Zhongqiang Optoelectronics self-consolidated and revenues in July this year was 5.516 billion yuan (NTD, the same below), a monthly reduction of about 8%, and a 13% annual decline. Mainly due to the adjustment of inventory by projector customers, as well as the decline in shipments of monitors and TV backlight modules. Accumulated consolidated revenue for the first seven months of this year was approximately 39.972 billion yuan, down 12% year-on-year.