Everlight, Lunda, EPISTAR, Lite on technology released May revenue

The Department of Taiwan LED plant in May revenues rose moderately, epitaxial LED and packaging factory EPISTAR and Everlight index in May revenue has a digit growth; and the Department is Lunda Lite fell slightly.

EPISTAR May revenue of 2 billion 214 million yuan (NT, the same below), the monthly growth of 1.18%, the annual growth of 2.67%, total consolidated revenue of 10 billion 140 million yuan before May, the annual reduction of 3.51%.

The temperature increase in the second quarter of synchronous crystal electric lighting and backlight product shipments, blue LED production capacity reached full, red LED gradually into the season, corporate estimates, single quarter revenue opportunity quarter by two digits, the industry profit is expected to better than last season.

Billion light May revenue of 2 billion 367 million yuan, 5.15% growth in, 2.44% growth in May, the cumulative cumulative revenue of 11 billion 340 million yuan in the previous year, an annual decrease of 2.95%. Legal person pointed out that the billion light in the steady growth of demand for diversified applications, is expected in the second quarter revenue will exceed 7 billion yuan, and the steady rise in gross profit margins, and get rid of the first quarter recognized exchange losses 199 million yuan impact.

The adjustment period of LED industry spent two years ago, at the end of this year showed a moderate rise trend, the price hike from the upstream chip factory, downstream packaging plant have reaction price rise, the first quarter of this year the bottom billion light operations, is expected to go to third quarter by quarter, compared to peers, billion light products have obvious multiple layout results this year, capital expenditure 2 billion 100 million yuan, mainly used in capacity expansion of small spacing and the car, put a lot of resources in recent years billion light full-color RGB billboard, the expected revenue of small spacing will be more than two digit growth.

Lextar May revenue of 1 billion yuan, month minus 1.9%. Accumulated prior to May consolidated revenue of 5 billion 156 million yuan, an annual decrease of 11.5%. Lextar electronics said that May lighting and backlighting applications, only a slight fluctuation in steady performance. The second season career high order backlight continued to improve product technology, including UHD HDR, high resolution, high contrast and surface display products, due to application of gaming monitor and high order panel TV applications. In the lighting sector, the proportion of customized lighting modules, which are jointly developed with customers, continues to heat up and is offered to European and American brand manufacturers.

Lite on Technology in May global consolidated revenue of 16 billion 704 million yuan, year and month minus 0.7% minus 4%. Benefit from the core business terminal market demand stability, the cumulative first five months of this year consolidated revenue of 84 billion 867 million yuan, an increase of 1%.

Among them, the photoelectric sector in May revenue accounted for 26% of the overall; which, the invisible light LED market demand continues to grow and LED components market share expansion, coupled with LED vehicle lighting shipped smoothly driven, LED overall revenue brisk. Information products sector revenue accounted for 56%, of which, the higher order server and Netcom equipment application products shipped growth, driven by cloud computing related products shipments continued to grow. In addition, the market share of computer peripheral products, such as keyboards and mice, as well as the growth of multi model transaction machines from laser shipments, has increased the revenue of the information sector by more than 10% in May. At the same time, the storage unit accounted for 12% of the total revenue.

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