LED lead frame raw materials climbed up a bit of Q3 profit will continue to be unsatisfactory
[High-tech LED News] LED lead frame factory Yiquan (2486) recently said that due to the continued surge in international silver and copper prices this year, the LED TV sales that are full of expectations at the beginning of the year are not ideal, making SMD for Korean and Japanese customers. The type of lead frame pulls the cargo force to slow down. At present, the market situation of the LED market is unknown, and the Q3 season is not prosperous.
According to an explanation, since the LED lead frame is mainly formed by copper alloy and nickel-iron alloy, the price of silver in July is 1 kilogram of NT$32,000, and the price of copper is 9,500 US dollars per ton, which is much higher than the price of Q2. The price of silver plating required for LED lead frames has been rising for a long time.
At present, an LED LED lead product accounts for 90% of its revenue, and its export customers account for 6 to 70%. After Shunde (2351), Jiance (2653) and Jinli (5383) joined the competition market, It is emphasized that if the cost of raw materials is to be reversed and the selling price is raised, the range may be limited.
According to an explanation, since the LED lead frame is mainly formed by copper alloy and nickel-iron alloy, the price of silver in July is 1 kilogram of NT$32,000, and the price of copper is 9,500 US dollars per ton, which is much higher than the price of Q2. The price of silver plating required for LED lead frames has been rising for a long time.
At present, an LED LED lead product accounts for 90% of its revenue, and its export customers account for 6 to 70%. After Shunde (2351), Jiance (2653) and Jinli (5383) joined the competition market, It is emphasized that if the cost of raw materials is to be reversed and the selling price is raised, the range may be limited.
Nantong Boxin Electronic Technology Co., Ltd. , https://www.ntbosen.com