Blue crystal electric price during the first half of next year there is fear of operating pressure, Q3 is expected to grow

The first half of the year for LED crystal electric lighting needs not bad, encouraging full capacity in the second half, from 7 to August, orders without fear, but the land owned factory in new production opened, although still learning curve, but during the first half of next year the off-season, Blu ray price fear pressure.

EPISTAR chairman Li Bingjie said that in the first half of this year production capacity in short supply, but because of the lighting more price competition, resulting in blue LED prices, the first half could not continue the rally last year, the third quarter of this year seems to demand OK, however after entering the fourth quarter, the new factory owned land utilization capacity began, in the fourth quarter to first last year the season is relatively low season, the learning curve of land owned factory if soon, the first half of next year may face pressure.

But the land owned factory in order to grab the auxiliary, began using domestic MOCVD equipment, which also led to land owned factory capacity release is not smooth, degree of impact on prices will continue to observe.

It is worth noting that the weaker than expected TV backlight demand this year, the third quarter EPISTAR will expand CSP shipments, estimated single monthly shipments is expected to rise to 4000 ~ 50 million, 1000 ~ 20 million compared with the same period last year increased significantly, and from the PHILPS plant lighting order volume, utilization rate of four yuan to support LED as expected, crystal electric third quarter operating opportunity presents 2 digit growth.

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