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Yan Yuan said that in the past, the company's business was dominated by backlights, with revenue accounting for 6~70%. Although the company actively adjusted its operating strategy and locked in the development of lighting business, it still couldn't catch up with the rapid transformation of the LED industry. The subsidy policy expired at the end of May. The demand for LED TV backlights began to decline in advance in the third quarter of this year. The combined revenue for the quarter also fell to NT$1.13 billion (the same below), with a seasonal decline of 22.1%.
After entering the fourth season, Yu Yuan pointed out that the LED backlight market demand continues to reflect the traditional off-season, and the profit rate in the quarter has also declined to around 60%. The combined revenues in October and November have also declined to 365 million yuan. And 249 million yuan, it is estimated that market demand is still weak in December, and the monthly revenue will not grow significantly.
However, Yu Yuan said that compared with the company's pessimistic view on the market in November, the outlook for the market in December is clearly better, mainly because the Korean TV factory has decided on the new model next year, the company has taken the large-size backlight. The client received the order outlook for the first quarter of next year. The outlook for small and medium-sized backlight orders will also be seen in the first quarter of next year. Although it has not yet become a clear order, if it can be clearly shipped at that time, it is estimated that the first quarter of next year will be The momentum can be increased to more than 80%, and the revenue performance in this quarter will be better than the fourth quarter of this year. 
LED backlight demand increase and estimate that Q1 will increase to 80% next year.
The fourth season is the traditional off-season of LED TV backlights. The die factory said that the company's backlight business accounted for a relatively high level, which caused the fourth quarter to decline to about 60%, but with the Korean TV factory to finalize the new models next year. The demand for large-size backlights has improved. The company has received orders for orders for the first quarter of next year from the client. If it is clear that orders will be shipped at that time, it is estimated that the utilization rate in the first quarter of next year will be increased to over 80%.