LED early Chunyan fly

LED industry came to LED manufacturers including early Chunyan, Lite, (2301) the LED department, crystal electric (2448), (2393) January billion revenue more than last year in December, orders more additional phenomenon before the lunar new year, the Everlight, during the Lunar New Year Festival had to add class shipments; Lite on Technology Executive Teng yesterday (12) day light to "out of stock or chasing goods every day" to describe the status of LED, he believes that the first half of this year, the LED industry is good, this year will grow at least LED Lite in more than 30%.

Before the Spring Festival has been crystal electric revenue will decline 30% months short of slander, since January with revenues of $860 million, better than last year's 837 million yuan in December; because billion light orders active, January sales will be better than December, maintained at 900 million yuan level. Lite yesterday announced the January sales revenue, LED also has 940 million yuan, compared with December last year, the three companies in January revenue increase rate in four to 60%.

EPISTAR spokesman Zhang Shixian said that the first quarter of this year is better than the first quarter of last year, before the Lunar New Year is more customer orders, the orders have continued warming phenomenon during the Spring Festival, high brightness LED epitaxial machine have not stopped.

Billion light spokesman Liu Bangyan said that in February the status of orders than last year significantly, during the Spring Festival this year to continue to work overtime production part of the staff, to meet customer demand to pull goods, February Everlight revenues also have the opportunity to significantly more than the same period last year.

Originally estimated Lite can be completed in the first quarter of the Tianjin factory, now until the second season; Teng Guangzhong said that due to the off-season, Lite has begun to rent the workshop in Tianjin, the factory may be extended to June completed at present, production capacity can be increased by 1.5 times.

Zhang Shixian said that customer orders have come in, mainly concentrated in the back light, crystal electric recently held a business meeting, determine new orders will be shipped in the last few months, but it is certain that the crystal growth of electricity will be better than the industry average level this year. At present, the net value per share of about 34 yuan to $35, crystal electricity yesterday to limit the closing price of 66.7 yuan, the net share price ratio has been below the level of 2 times, is a low level.

Teng Guangzhong said the prospect of LED industry in the first half of this year is still good, Lite LED orders the first quarter off-season, and Lite on LED layout has been completed, this year LED growth of at least 30%.

LED this year back light is widely used in notebook computers, billion light has begun to import new models this year NB billion; assessment of light, LED in the 7 inch panel permeability can be increased to 62% this year, although this year in the penetration rate of NB is only about 15%, but the future will rapidly improve, can be doubled to 33% next year in 2011, then doubled to 71%, the trend is quite obvious.

Liu Bangyan pointed out that the main billion light year growth momentum is still in the backlight, the overall production delivery to 7 inch and 8 inch low computer products in more than 10 inch NB backlight products, have been obtained through customer authentication, estimated shipments will increase from the beginning of the third quarter.

Source: Economic Daily