China Optoelectronics' revenue in October dropped slightly by 2% from the previous month.

China Optoelectronics self-consolidated revenue in October, a slight decrease of 2% from the previous month's 5.523 billion yuan to 5.411 billion yuan (NTD, the same below), a 20% decrease from the same period last year, is the lowest revenue in the past three years, Zhongguang The indication is mainly due to the 20% decline in shipments of NB notebook backlight modules. The accumulated revenue for the first 10 months of this year was 56.465 billion yuan, a year-on-year decrease of 14%.

Looking forward to November, China Optoelectronics estimates that projector shipments in November may be flat in October; shipments of backlight module products in November will have an opportunity to increase by more than 10% and challenge 6 million pieces, mainly for NB and tablet related products. Driven by the increase in shipments. As for the actual revenue changes, depending on the product mix, the overall outlook is flat.

In October, China Light and Power's shipments of backlight modules were about 5.77 million pieces, and the monthly revenue was about 3.067 billion yuan, which was the same as that in September. Among them, TV backlight module shipments are about 590,000, up 32% month-on-month, LED backlight type penetration rate is 99%; monitor backlight module shipments are 1.577 million pieces, monthly increase of 2%, LED backlight type penetration rate 93%; NB backlight module shipments were 2.335 million, down 20%; tablet computer backlight module factor new models mass production, shipments reached 940,000, an increase of 85%. In the first 10 months of this year, the shipment of backlight module products reached 55.8 million, an increase of 4%.

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