Demand for small and medium-sized panels is not as good as expected LED manufacturers were attacked

In June 3rd, according to Taiwan media reports, the demand of small and medium size panel as expected, especially, white brand mobile phone demand fell significantly, continued from the first quarter to the second quarter, LED shares continued by the bad attack, including EPISTAR (2448), (2393), Baihong billion light (3031) and other stocks are maintained the lower part of the turbulence in the region, to the upside. Billion light said that this year, the size of small and medium-sized panel demand is not as strong as expected, but also to the second quarter growth intensity is not as good as in previous years. However, the current situation, it seems that in June has seen a steady rebound, the overall revenue will also benefit from new product shipments began warming.

Hong Qi spokesman Qian Songling said that in May the battalion received a white card to reduce the impact of the mainland mobile phone shipments, single month revenue fell by 10% compared with the year of April, however, in June the situation is stronger than the single pick in May.

Pak Hung stressed that the company from mainland China White brand mobile phone revenue contribution is only 5%, the overall mobile phone backlight revenue accounted for less than 30%, estimated May revenue growth will be slightly more than in April, and the number of white card mobile phone weak demand has little effect on the company's revenue, the SMD production line orders full.

Class LED shares today by foreign name affected by weak demand white brand mobile phone, including Everlight, Baihong, stock prices overall sluggish, billion CD once anxious to kill to limit price of 100.5 yuan, or about half of the root crystal electric limit, Baihong decline in more than 2%.

Source: Sohu