Blu ray LED into the Red Sea, crystalline Q2 operating better than Q1

The second season LED blue crystal electric capacity loaded, due mainly to LED lighting needs, in the third quarter, due to a large number of lighting has been in the second quarter to pull goods, demand is likely to slow down, the remaining four yuan, including the backlight LED requirements should be maintained in the second quarter level.

Crystal electric current LED lighting ratio of 35 ~ 40%, the backlight accounted for 30 to 35%, while the rest is the screen, car and other related applications; the total blue LED is still close to 70%, reaching four yuan LED 30%, although the price of blue LED into the Red Sea, but LED backlight and lighting application market is still large, crystal electric still cannot be neglected.

EPISTAR pointed out that the second quarter of the blue line shows the full demand mainly comes from LED lighting, backlighting demand is expected from the beginning of the third quarter will be more obvious; lighting prices have stabilized, and the cost structure of crystal electric also continued to decline, in full, fixed costs decline, plus second quarter loss reduced pressure exchange the operation will be better than expected in the second quarter, the first quarter.

This year 4 ~ May backlight will start the tide up the goods, from the beginning of last year, the effect of the season is easing, this year is no exception, crystal electric analysis, mainly is the average size of LCD TV to expand, but also enhance the luminous efficiency of LED, and this year, LCD TV sales flat, so the backlight pull goods tide significantly, the third quarter is expected to be more obvious, and with higher-order models for CSP are more prominent.

Looking forward to the third quarter, due to LED lighting has been in the second quarter of a large number of goods, repair and supply, crystal is expected to demand in the third quarter will slow down, and the remaining backlight, four yuan products should have the opportunity to maintain the level of the second quarter.

Crystalline May revenue amounted to 2 billion 214 million yuan, climbed to the highest single month record this year, a monthly increase of 1.18%, an increase of 2.67%, the cumulative May cumulative revenue exceeded 10 billion, reaching 10 billion 137 million yuan, an annual decrease of 3.51%.

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