Billion light crystal electric orders theme backing

Li Shuhui / news analysis

Although LED in LCD backlight application tends to be specific, but in light of billion (2393) chairman Ye Yinfu for the second half of the year under the trend of flat boom view, legal person relatively cautious on the LED group, but with the performance, single theme billion light (2393), crystal electric (2448), is still more legal as a relatively safe investment choice.

Taipei photoelectric exhibition last week debut, a large LED billion light display thirty-two inch TFT panel backlight, Everlight chairman Ye Yinfu recently pointed out, Taiwan manufacturers to cut the backlight market, seven inch product opportunities is relatively large, and the East Bay (2499) chairman Wu Qinghui LED estimated seven inch products this year instead of the rate will reach 10%, next year will rise to 30% to 40%, LED backlight source erosion CCFL market has been gradually approaching time. It is understood that at present in the LED to replace the Nichia ranked first in the CCFL market, the market share of about 60%, the remaining 40% were occupied by Osland, Agilent, and Taiwan manufacturers, but Nichia still amounted to a 10 yuan.

Ye Yinfu also pointed out that this year in the new white LED applications on Taiwan manufacturers mostly in the authentication phase, and not too obvious to inject revenue, on the second half of conservative sentiment. But the legal circle of light billion second quarter profit still have confidence, estimated according to the legal circle, Everlight second quarter pre tax earnings will reach three hundred and fifty million yuan, compared with two hundred and fifteen million yuan in the first quarter of substantial growth of 62. 7%, the performance gains, especially love is still legal billion light investment targets.

In another company, with the most popular crystal electric. Mainly in the third quarter of this year, the electricity will add a new U.S. Department of large customers, the scope of the procurement may include $four products as well as Blu ray LED, single month revenue will have the opportunity to record a record high of $three hundred million. In order to be single crystal electric, will also add three sets of MOCVD equipment, ITO production capacity is expected to increase to sixty million from forty-five million star level.

In addition, Wang Qi also showed a substantial growth in May revenue, May revenue reached one hundred and eighty-nine million yuan, compared with April substantial growth of 17. 4%, if the future revenue growth, but also can be regarded as the subject of overweight.