Su Feng, Chairman of Ronda, is optimistic about the overall lighting and backlight market in 2013. It is estimated that LED lighting will grow slowly. Orders have started to pick up since the second quarter, and the backlight part is new because of non-addition of non-AUO (2409-TW). Customers, shipments are expected to grow in multiples in 2012. It is estimated that Ronda's orders from backlights and lighting will grow in 2013. This year's product revenue share is partly 25% of the backlight and 1/3 of the lighting.
In the backlight section, Ronda added panel customers other than AUO. Last year, AUO's orders accounted for about 50-55% of the revenue, which is expected to drop to 40-45% this year, while non-AUO customers see 60%. In addition, Ronda’s semi-finished panel modules, which began to be laid out last year, are expected to be harvested this year. The combined benefits of Ronda and Power Alliance have gradually emerged. Due to the separation of customers from both sides, the combined customer choices will be more diverse and will continue to contribute to revenue performance.
In the lighting section, Su Feng said that LED lighting still maintains a slow growth. This is a healthy situation. If the market is excessively erupted, the industry has a big ups and downs. It seems that the European and American commercial lighting market will be changed before Christmas. In the case of tides, the eastern countries are concentrated at the end of the year, and in Japan there are lamps and lanterns to replace business opportunities. Longda will also increase lighting products this year.
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