Inventory recharge demand pushed up, Taiwan LED plant recovery temperature in May

In the face of the new production and supply of new capacity in mainland China, the LED population in Taiwan, China, has been adjusted for several consecutive seasons. LED epitaxy / grain plant crystal electricity in May increased by nearly 9%. Since LED prices have fallen in the past few quarters, if compared with the same period last year, revenue is still more annual decline.

LED packaging plant billion light in backlighting, lighting inventory back driven, revenue in May increased by 2.4%, but because of price competition, continued to decline 16%, the first 5 months of the first 5 months of revenue is still reduced by 1. Under the support of the group, such as backlighting and other consumer applications, revenue increased by 25.7% in May, but 6.56% in year. Guang Lei, Ding Yuan because of the demand for temperature sensing elements, revenue in May increased by 13.37%, 5.68% respectively, compared with the same period last year, also grew 5.9%, 6.97%. Ding Yuan has created a new high in the same period in the same period of nearly 3 years.

To the niche application market, LED packaging factory Dongbei May revenue of 479 million yuan (NTD, the same below), the monthly increase of 6.6%, the annual increase of 11.6%. The May revenue of 165 million yuan, the monthly increase of 25.2%, the annual increase of 9.44%, for the year since this year's new high. High power LED packaging plant, iflute, withdrew from low profit PLCC last year and turned to the car market and optimized the product portfolio. In May, revenue increased by 23%, an annual increase of 30.7%, and a new high of nearly 14 months. LED packaging factory Guang Ding in May revenue increased by 50.7%, the annual increase of 19.4%, the main reason is the stability of the LED business and real estate sales.

Lead frame factory Jian - ce focused CPU/ connector fastener, hot strip, wire rack, car heat dissipation, and other four major products line, revenue of about 386 million yuan in May, the monthly decrease of 0.35%, but the annual increase of 36%.

Lighting Factory soup stone lighting because of the European Department ODM order return, May revenue station 104 million yuan, the monthly increase of 4.9%, the annual increase of 28.3%, a new high of nearly 24 months, the cumulative revenue of the first 5 months of the annual increase of 11.4%. The Grand Canyon -KY of the landscape lighting factory was affected by the time point of the standard case. In May, the revenue dropped to 129 million yuan, the monthly decrease of 30%, and the annual increase of 2.2%. The total revenue of the first 5 months has increased by 126.66% annually. The company is still optimistic about the prospect of landscape lighting in mainland China and the next two years. As to whether the future Suzhou subsidiary plan to go to the mainland of Shenzhen A shares will affect the allocation of the parent subsidiary company's business resources, yet it is still to be observed.

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