Corporate estimates LED Taiwan plant in June revenue growth in May compared to the limited space, the industry is optimistic about the Q3 Market

China strictly banned white brand mobile phone, mobile phone in the second quarter LED side light source and backlight source demand of small and medium size panel is poor, as originally optimistic about LED street, on the mainland economy under the influence of change of kinetic energy than the expected strong. Part of the impact of the LED plant in the second quarter revenue, Wang quarter disappointed not to sell under the pressure, the recent decline in the relative performance of the LED ethnic groups.

LED industry is generally optimistic about the three quarter of the booming market, coupled with the second half of the NB backlight source shipments will have a substantial growth, can provide a good performance of the leading manufacturers of LED NB backlight. According to statistics, LED chip plant in May revenues totaled 2 billion 859 million yuan, an increase of $1.7% from the previous month, LED packaging manufacturers in May revenue of about $3 billion 235 million, down from last month by 1.6%. Overall, the May performance is superior to the upstream downstream.

In the second half of this year, the second half of the market should be considered legal right, the performance will be long yuan by quarter heating, especially in LED do OEM part, because of the Blu ray market will be strong, small and medium size backlight demand plus, so estimates to a 8-9 month LED pick the OEM market there will be substantial growth but, in order to meet the relevant business opportunities, this year is 20% yuan for expansion of production capacity, is expected to single monthly production capacity from the existing 1 billion 500 million to 1 billion 800 million, and new capacity in place at the end of June and early July, for the third quarter growth momentum into the long yuan.

Source: Taiwan United Evening News