Crystal electric operational improvement, the challenge of Q3 / four yuan LED both full of blue

Although land owned plants still have new capacity to be opened, but the impact on prices may be deferred to the first half of next year, the Department of Taiwan LED manufacturers EPISTAR this season in CSP shipments to rise, plant lighting received large and small spacing broke out of four yuan to support the LED display application utilization rate, the third quarter of four yuan, the blue LED LED challenge both full.

EPISTAR general manager Zhou Mingjun attended the photoelectric exhibition at the beginning of the year, had estimated land owned factory Sanan optoelectronics, HC semitek, Australia Shunchang continued to have new capacity utilization, EPISTAR judgment capacity departure time may in August this year, the third quarter after the price blue LED reservations; but with the land owned by the factory domestic MOCVD equipment, there seems to be a long learning curve, a capacity not very smooth, the new wave of blue LED deferred to the fourth quarter release capacity fear ~ the first half of next year.

EPISTAR pointed out that land owned factory in order to strive for government subsidies, began using domestic MOCVD equipment, import equipment to the international impact of homemade equipment factory such as VEECO, is currently operating pressure, as a result of land owned plants also need learning curve, crystal electric judgment, if the learning curve is fast enough, capacity may open after the fourth season in LED the fourth quarter of next year to industry of the first quarter is relatively low season, the first half of next year the price of blue LED for fear of pressure.

But in the short term, crystal electric operation has been improved, the order quantity and quality of the third quarter of four yuan, the blue LED LED were significantly improved.

Blue LED, EPISTAR pointed out that this year the demand relatively weak TV backlight, but Korean manufacturers in high order TV models into CSP (WLP) chip, plus third TV season is the traditional peak season, crystal electric CSP shipments is expected to enter the peak, estimated single monthly shipments is nearly the same period last year 20 million to 4000 ~ 50 million, this kind of product of resilience, helps to maintain the crystal electric blue LED margin.

As part of the four yuan LED, crystal electric said high brightness four yuan LED for high order application of small pitch screen driven, to maintain the current load, but high brightness four yuan LED in order for the needs of loose, unable to shore with; in addition, crystal electric lighting in the field of plant has received orders for PHILPS, red chip crystal electric purchasing this item of 660 wavelength, blue chip collocation production PHILPS third quarter, shipments entering the peak, the order is helpful to maintain full production line of four yuan LED.

Crystal electric current Blu ray LED, lighting and backlight accounted for 6 and 3, the overall operation accounted for 7 into blue, four yuan LED accounted for 3, with third quarter orders with no fear of the situation, legal expected third quarter operating EPISTAR is expected to challenge 2 digit growth.

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