Analysis of 9 outstanding LED plants in May

Light emitting diode (LED) listed companies in May revenue five six in the vast poor penetration strong, including forepi (3061), (8199), Guangjia new century (3383), Ding Yuan (2426), I-Chiun (2486) May revenue record; (2340) LED shipments in guanlei Kanban buoyant, revenue hit a 95 year high since March; ligitek (8111) May revenue increased by 112.92%, ranking the industry's crown; billion light (2393) is a new high this year. Corporate investment and that these companies in June revenue performance is expected to rise again.

LED business used to be heated from the second quarter, but this year by the white card mobile phone demand as expected, although some manufacturers second quarter revenue growth, but not as good as expected in. However, with the May revenue announcement, some manufacturers still revealed a signal of recovery.

According to statistics, the leading upstream epitaxial crystal power plant May revenue still exceeded 1 billion yuan, reached 1 billion 13 million yuan, the annual growth rate of 6.87%, although slightly higher than in April fell about 4% in revenue; but smaller epitaxial plant canyuan, Guangjia, May revenue has hit a record high monthly synchronization.

Canyuan out one after another in the new capacity, revenue even three months for a single month record, because canyuan is earlier into LED lighting, and has authorized the United States Patent in Dachang, epitaxial plant has gradually been improved. The new century in the new machine to join the mass production and new product introduction, in May revenues of 127 million yuan, and even a record high in the next month, a monthly increase of nearly 48%. Guangzhou GA in the emerging market trading, May revenue of nearly 236 million yuan, the annual growth rate of 85.67% month growth rate reached 18%, the highest single month record, before May revenue of 923 million yuan, representing a growth of 56.39%, growth in LED plant crown. Guang GA chairman Chen Jincai said that this year's revenue to grow more than 50% GA, and other semi annual report released, will apply for listing.

Benefited from the LED large billboards, due to the May LED Kanban shipments 170 million yuan, so that in May revenue of $665 million, a record high of more than two years, and is the second highest. Guang Lei executives said, mainly from the United States and Europe LED Kanban orders, once the United States highway orders shipped, Guang Lei will hit a new high.

Optitek estimates, due to the LED and Kanban sensor. The order is good, so in June revenue than in May; optitek general manager Huang Yongqiang further said, optitek second quarter operating well, the third quarter of a single month will hit a record high monthly.

Revenue hit a single month record high times in addition to optitek, and billion light and ligitek; ligitek May consolidated revenue of 193 million yuan, the annual growth rate of 112.92%, before the May consolidated revenues of 877 million yuan, the annual growth rate of more than 96%. Ligitek sales brisk performance, mainly invested ligitek light monthly revenue exceeded 100 million yuan, with ligitek light revenue up, ligitek Ying Qiao watch market outlook.

Source: Taiwan Economic Daily