Yiguang pointed out that as a whole, LED demand is determined to return to temperature. This year's LED boom is expected to show a quarterly upward trend as long as the overall economy is stable. However, the utilization rate of the production capacity is expected to be fully loaded. It is difficult to reach the second season, but efforts are being made to move toward this goal in the third quarter. The current capacity utilization rate of Everlight has increased by more than 60% to 70%.
According to the forecast, the red LED production capacity will reach full capacity as soon as next month, and the utilization rate of blue LED will rise to 90%. However, to fully load the full capacity, the visibility of orders is still to be observed, but for the second year of this year. The outlook for the third quarter is currently positive. It is expected that the average capacity utilization rate in the second quarter of this year will rise to 90%. The chief financial officer of Jingdian pointed out that this year's capital expenditure will be about NT$3 billion, which will be lower than last year's NT$5.2 billion.
The new century pointed out that capital expenditures will be conservative in the first half of this year, emphasizing that the capacity utilization rate will be increased first, in order to seek profit recovery this year. It seems that the first quarter will be the bottom, and the capacity utilization rate has reached full load in March. The continued performance in the second quarter is also full of confidence. The new century said that although this year is better than last year, due to the price and market supply and demand situation, it will take time to make profits to return to the level of the first half of last year.
Lunda benefited from the TV backlight market from AUO into the landline and Korean market. In the first quarter of this year, the capacity utilization rate has been smoothly increased to 70%. As the lighting demand is returned, it is expected to be the fastest at the end of the second quarter of this year. It can be seen that the production capacity is full. Ronda expects capital expenditures of about NT$2 billion this year, which will be lower than last year’s NT$3 billion.
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