Recently, Samsung's main supplier of LED packaging and backlight module Lumens released its second quarter 2012 earnings report, with revenue of 121.3 billion won (about 107 million US dollars), the highest single-quarter revenue performance since its establishment. The demand for Samsung LED TV related orders continued to increase, and overseas LED lighting market sales expanded, the company estimated that the third quarter revenue will continue to grow, the company also set a 2015 1 trillion won revenue target, the future focus on improving LED The proportion of revenue from lighting and mobile devices.
With the continued sales of LED applications in the second half of 2012, Lumens's utilization rate is also expected to increase, but capacity is not yet fully loaded. Therefore, in the second half of 2012, only small-scale investments were made to maintain profitability.
LED TV backlight module, due to the third quarter, Samsung Electronics LED TV accounted for 90% of its LCD TV sales, Lumens revenue is expected to continue to benefit; LED lighting, Lumens and Osram signed LED lighting patent licensing agreement, favorable Expanding its LED lighting overseas market; In addition, Lumens has also won the SKC Lighting LED lamp supply contract for the Korean lighting component factory, which will bring growth to the second half of 2012 lighting revenue.
With the continued sales of LED applications in the second half of 2012, Lumens's utilization rate is also expected to increase, but capacity is not yet fully loaded. Therefore, in the second half of 2012, only small-scale investments were made to maintain profitability.
LED TV backlight module, due to the third quarter, Samsung Electronics LED TV accounted for 90% of its LCD TV sales, Lumens revenue is expected to continue to benefit; LED lighting, Lumens and Osram signed LED lighting patent licensing agreement, favorable Expanding its LED lighting overseas market; In addition, Lumens has also won the SKC Lighting LED lamp supply contract for the Korean lighting component factory, which will bring growth to the second half of 2012 lighting revenue.
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