Billion light: this quarter of operations will enter the peak, the new application of awesome products

Taiwan LED packaging factory Everlight announced in June revenue from the end of the quarter effect impact inventory, monthly revenue of 2 billion 373 million yuan (NT, the same below), compared with May growth of 0.24%, a total of second quarter revenue reached 6 billion 992 million yuan, 4.08% quarter growth in the third quarter; into the traditional peak season, this season expected billion light operation will enter the peak.

Billion light for the Taiwan area LED package leader, said at the shareholders meeting chairman Ye Yinfu before the first operation of the land owned LED plant has more than 8 shake out, the industry reshuffle, plus LED lighting, small pitch screen needs substantial growth, pulled the blue LED demand, LED industry have the opportunity to enter the relatively healthy stage he expected, blue LED prices fell again the probability is not high.

Chip crystal power plant, although the expected blue LED prices will face the next wave of mainland Chinese factory capacity competition impact, but for the government, chip plant auxiliary, began using domestic MOCVD equipment, resulting in production capacity set out by the delay, the original land owned factory EPISTAR is expected to begin in August will launch a new wave launch capacity, will learn today the curve is taken into account, for the capacity to release point in time in the future revisions to the fourth quarter to the first quarter of next year. As a result, blue light LED prices, which are closely related to earnings, are likely to show bottoming out in the second half of the year.

Legal person predicts, 100 million light is in this year, the second half of the year, the operation is expected to show 45 to 55, this season operation will enter annual peak. Accumulated billion light revenue in the first half of this year amounted to 13 billion 709 million yuan, an annual decrease of 2.77%.

Billion light long-term pursuit of balance distribution of the product line, the new factory Causeway into mass production, although did not reach full activation stage, but the car with the product or the long layout of the key, Ye Yinfu expected this year, billion light growth momentum from the invisible light, car and small spacing display screen, with the new application this year, the blue LED products will be the first time beyond the LED backlight and lighting.

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