LED May camp watch good manufacturers busy clarification

Approaching sequence at the end of May, from all walks of life for the LED last month revenue Diego high still fresh, for corporate revenue performance in May LED industry is also optimistic, including China on Prediction (6289-TW orders), Dingyuan Zhou Li (2426-TW), (3066-TW), ligitek (8111-TW), and I-Chiun (2486-TW) 5 home industry, revenue is expected to hit a record high monthly; and crystal electric (2448-TW), canyuan (3061-TW) and East Bay (2499-TW) is expected to hit a new high this year. Ding Yuan spokesman Qiu Meiling said, because the downstream packaging factory orders increased, the performance has visibility to the end of August, coupled with the emerging solar division, Dingyuan revenue is expected to continue monthly record, will continue to adjust the proportion of high-end products, improve profit performance; corporate forecast May revenue of about 2.7-2.8 yuan billion yuan, in June to break 280 million yuan.

Crystal electric only low-key said orders full condition is true, whether the innovation of high revenue will be announced at the beginning of the June settlement; as for legal circles spread of the crystal electric OEM orders deferred, EPISTAR also clarified due to the single condition is warm, shipping order, but does not mean that will affect the revenue performance.

More interesting is the day before and will spread crystal electric Dingyuan merger news, Dingyuan and EPISTAR said Weakness lends wings to rumours. Ding Yuan this year although the shareholders' meeting is up for re-election, but did not deliberately keep a seat board for a total of 5 seats, crystal electric, board of directors, the 1 seat original vacancy is due to more than 1 years ago the board of Xin'an property insurance combined, in accordance with the provisions can not continue to serve as directors, suspended since this year after the election of directors and supervisors is expected to be filled; estimates may be due to cooperation between the two sides long, plus the LED merger, in the rumors, it triggered lenovo.

At present, the upper reaches of the LED grain factory orders received in the third quarter, while the downstream packaging plant revenue can be high, depending on the ability to successfully obtain grain. LED group is considered legal in May revenue generally performed well, the third quarter outlook is still good, so does not affect the short-term bearish trend in the second half of June, before the end of May on the back layout.