LED demand is weak the repeat orders

Industry research firm LEDinside pointed out that the current LED industry orders visibility is only 2 to 4 weeks, after June orders visibility is generally uncertain. LEDinside said that the recent LED TV and LED to improve the permeability of the NB, the market demand is not weak, but still beware of repeated orders (o verbooking) pseudo demand.

EPISTAR order visibility to September, and canyuan, optitek order visibility are outgoing after July. However, crystal electricity, according to past experience, when the demand for good customers will be placed in advance, once the market demand is not good, it will cancel the order, so it is not too long to talk about the order of the day.

LEDinside statistics, in April this year, the total revenue of the listed LED plant a total of 5 billion 361 million yuan, the monthly increase rate of only 9.1%, compared with the same period last year will decline 13.4%. In the LED extension factory, EPISTAR, canyuan industries are to full capacity Blu ray in April, but because demand recovery did not contain four yuan LED, so the overall extension of factory revenues in April monthly increase rate of only 4.4%, amounted to 2 billion 89 million yuan.

LED packaging, revenue growth is better than the upper reaches of the overall revenue of about 3 billion 270 million in April, an increase of 12.4% over the previous month.

LEDinside noted that the current LED industry orders visibility is only about 2 to 4 weeks. Upstream chip factory to benefit Samsung LED TV stocking positive, making the ultra bright blue LED supply tight. The LED TV out of the notebook LED backlight supply, coupled with the pen power plant using LED backlight thin pen electric squeeze in May shipments, so that the LED backlight panel declared tight.

LEDinside said that the application of high order production line extension Jibao factory, leading mobile phone backlight LED chip is low order are transferred to other second-line chip factory trend. As part of the downstream packaging plant, LEDinside said that the recent growth momentum comes from small and medium sized backlight and lighting purposes LED based.

LEDinside said, and the growth of crystal electric canyuan kinetic energy mainly from the LED TV orders. And because the full capacity utilization, operators can choose higher margin product shipments, benefit from the product mix improved, gross margin will be significantly improved, is considered legal, EPISTAR, canyuan, new century upstream epitaxial plant in the second quarter turnaround probability is not low.

The package is a leading supplier of light is to benefit from the overall backlight demand back to temperature, in April revenue stood on 900 million yuan, 100 million light, said in May revenue is still expected to be better than in April. After the mainland white card phone back to the temperature, Hong Qi and East Bay operations also followed up. Go niche market Huaxing, single volume frozen light continues to increase, with April revenues of 115 million yuan, the monthly increase rate of 28%, yesterday announced since the knot after tax earning 6 million 70 thousand yuan, a total of 23 million 960 thousand yuan before the April pre tax earnings.