LED chip strong order visibility to see the third quarter

According to Taiwan media reports, the May revenue was higher than that in April, 6 in a single volume in short supply, electricity market considering the chip price hike Sheng Chuanjing, led LED group received red in full. EPISTAR said, the current orders and shipments gap is estimated at two to 30%, the blue chip is in short supply, if the June LED TV sales Changhong, chip prices may rise There was no parallel in history.

Chip is the price? EPISTAR deputy general manager Zhang Shixian admits, "in, but the price depends on the right time," he explained, Samsung and PHILPS LED TV recently sell well, is the main cause of the tight supply of chips, in addition to the third quarter LED TV sales continue, CULV laptop market, coupled with the Chinese LED Street business, chip demand is very strong, but whether it can rise, LED TV is to look at the biggest demand.

Zhang Shixian said that the current order visibility can see the third quarter of May revenues of more than NT $one billion in April, approaching the mark, June orders amount higher than May, but may not be able to fully meet the order ", estimated at 20% to 30% gap. Last year, LED plants have expansion plans, but by the industry boom frozen, the final is not in accordance with the plan of expansion, now demand rapid reversal, limited capacity, the previous "chip with Rob" predicted almost come true.

Another chip factory canyuan May revenue is estimated at 150 million dollars, compared with April growth of 12% last year, close to the peak level. Canyuan spokesman Fu Zhenzhen said, canyuan no price plan, but the current capacity utilization rate of over 90%, higher brightness of the product more missing, almost unable to meet orders, orders in June than in May, most can see the visibility of orders for two months.

Fu Zhenzhen said, according to historical experience, the price of the chip never record, for the recent chip call up, canyuan that is unlikely. Legal person pointed out that the blue chip prices can be more difficult, the flat is very simple, the second half of the LED emerging applications have been released, epitaxial plant in the second quarter will be successfully turnaround, estimated crystal power, canyuan year earnings per share for the NT $2.24 and NT $0.6.