AUO Group's cold cathode fluorescent tube (CCFL) plant, Powerlink (3080), actively rushed into the consumer lighting market, including CCFL, LED and hot cathode lamps, and is ready to challenge the world's top three market positions.
Power League yesterday (14) released its own brand Wellypower hot cathode lamp T5 new products, claiming to filter out more than 90% of UV, and announced the establishment of the country's first lighting service team, the goal of challenging global consumer lighting brand manufacturers.
Power Alliance's consolidated revenue in September was 780 million yuan, an increase of 2.35% from August and a growth of 0.47% from the same period last year. The accumulated revenue for the first three quarters was 6.396 billion yuan, with an annual growth rate of 27.33%. In the third quarter of the TFT-LCD liquid crystal panel industry supply chain, it was affected by inventory adjustment. The third quarter consolidated revenue was 2.255 billion yuan, a quarterly decrease of about 1.4%.
Power League is actively transforming. Currently, its three major businesses are CCFL, LED and lighting products. Among them, lighting products accounted for only 5% of the overall revenue this year, but the company estimates that with the launch of CCFL spiral energy-saving bulbs, hot cathode lamps T5, LED lighting series and other new products, the business channel will expand next year. To the mainland market, it is estimated that the proportion of revenue of its lighting products next year is estimated to be at least 10%.
Power League said that currently the company's lighting products, 7-8 percent are domestic sales, export only accounted for 2, 30%. The main export markets include Japan, Southeast Asia and other regions, but the company has set up a trading company in the mainland and will start operating the lighting channel business in the mainland market next year. At present, the T5 products of the power cathode lamps of Power League are all produced in Taiwan, LED lighting products and CCFL spiral bulbs, some of which are produced in mainland China. In the existing lighting products revenue, about 70% are from T5 lamps, LED bulbs (batteries), LED strip lamps, CCFL spiral bulbs, etc., which account for about 20-30% of the total lighting products.
As for the production capacity, Wei Li Meng's existing T5 lamps have a monthly production capacity of 1.8 million units, a capacity utilization rate of about 80%, and monthly shipments of about 1.3-1.4 million units. LED packaging capacity is estimated to reach 200 million units at the end of this year. Due to the simultaneous development of backlight and lighting applications, LED production capacity is expected to expand by 50% next year, bringing the total production capacity to 300 million units per month.
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