Panel Shuanghu has not slackened in the competition of important components. After the merger of AUO's LED factory Ronda, the integration of LED on the upstream and downstream has made great strides ahead of time, and Chimei Electric has officially merged. After that, it also made a big effort to rectify the LED supply chain. Xingli Optoelectronics, a subsidiary of Xinqimei Group, will spend NT$1.1 billion to RMB1.2 billion to buy the land, plant and equipment of the Group’s Kai Yao Optoelectronics 3 Plant. The overall transaction is expected to be completed in June. After the official merger of Kaida, the LED factory of AUO, the business model of one-stop production is fermented, and the profit is a triple jump. The first-quarter earnings per share (EPS) of Lunda in the first quarter of 2010 is about 0.6 yuan. Compared with the fourth quarter of 2009, the company has increased 14 times. With the support of the parent company AUO, Ronda is expected to be fully loaded from the second quarter of 2010, and the grain shipments will grow by 50%. The annual revenue is estimated to grow more than five times compared to 2009. Looking forward to the second quarter, it is estimated that the seasonal shipments of Ronda's backlight products are expected to increase by more than 50%. As for non-backlit applications (lighting products), shipments will show multiple growth compared with the first quarter. The unit price of LED backlight products is expected to increase by 10~15% compared with the first quarter. In the second season of Ronda, not only the capacity utilization rate is expected to be fully loaded, but also the revenue growth rate is expected to grow by 50~60%. Ronda’s performance has been well-received, and as Hon Hai Group entered the panel battlefield, the group created the whole of Chimei Electric and Tongbao Optoelectronics, becoming the first large panel factory in Taiwan, and the panel double tigers on the LED battlefield. The killing power is also getting stronger. Qimei Group's cold cathode fluorescent lamp (CCFL) factory and LED packaging factory Qi Yao Optoelectronics, the board of directors through the sale of the 3 plant's land, plant and mechanical and electrical equipment to the same group of Keli Optoelectronics, the main reason is Kellett LED The chip and packaging capacity is insufficient, so take over some of the assets to expand the production capacity, and the future business and expansion direction will focus on the mainland.
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