LED testing equipment orders were weak, and the January revenue was 2 years and a half low.

February 14, 2024

The probe card and LED testing equipment maker Wang Silicon announced that its revenue in January was only 112 million yuan, a 45% decrease from the previous month and a 69.26% decline from the same period of last year, setting a record low in two and a half years. Wang Si said that although the performance of the probe card shipments was stable, the orders from the LED inspection equipment were weak, resulting in a bleak performance in January.

Wang Si said frankly that the first quarter's revenue outlook is not good, single-quarter revenue efforts to reach the goal of 500 million yuan, but will still decline more than 30% compared with the previous season. In terms of the visibility of the LED industry in the first half of this year, customers have been conservative in terms of capital expenditures, and the demand for expansion has been frozen. Therefore, the visibility of LED inspection equipment can be said to be equal to zero, and the outlook is rather pessimistic.

The part of the probe card, Wang Si said that the demand for LCD driver IC industry will rejuvenate, which will help the shipment of related probe cards to be stable. It is estimated that the shipment status of probe cards will be maintained last year. The level of the four seasons, however, overall, due to the weak impact of LED inspection equipment shipments, the probe card business is still difficult to support the overall situation.

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