Global high inflation has led to weak terminal demand, and the industry has continued to adjust inventories. Following the panel production cuts and employees being encouraged to take vacations, LED manufacturer Everlight (2393-TW) also confirmed that the recent implementation of “gold“Weekly Holidays”, encouraging company-wide employees to take vacations, and the optoelectronics industry is once again facing operational headwinds.
Billionaire said,goldWeeks have been implemented irregularly in the past, and most of them will be selected at an appropriate time. This year, it is scheduled for 9 days from 8/6 to 8/14. The scale is for the entire company’s employees, and employees can freely choose whether to take a holiday or not.
This trend of encouraging employees to take vacations has spread from the panel industry to the LED industry. It is obvious that the optoelectronic industry is in poor market conditions. This year, the LED industry is facing continuous headwinds.3383-TW), Huashang (6289-TW) in the second quarter turned negative and faced a delisting crisis.
The challenges of the optoelectronics industry are not small, including the continuous revision of application demand for consumer electronics, TVs, and notebooks. The major notebook manufacturers, ASUS, Compal, etc., even predict that the adjustment time of industrial inventory may extend to the first half of next year, resulting in the supply chain being unable to Do not step on the brakes in a hurry and reduce supply. The LED supply chain is also more conservative in its outlook for the second half of the year, facing the pressure of not prosperous in the peak season.
Fucai (3714-TW) pointed out that the market demand has slowed down significantly, the revenue in the third quarter will decrease in high single digits quarter-on-quarter, the utilization rate will also drop, and the gross profit margin is estimated to decrease slightly, but there is currently no policy to encourage employees to take vacations.
Everlight also believes that the company’s revenue can still maintain a certain level due to the noise in the electronics industry. The company is optimistic about the growth of automobiles in the second half of the year. The legal person estimates that the operating target of Everlight in the second half of the year is better than that of the first half of the year.
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