LED industry Q2 into the peak season, crystal power, billion light quite profitable

LED industry entered the peak season in the second quarter, Taiwan's upstream and downstream leading factories, crystal power and billion light business to take the lead back to temperature. Crystal electric blue LED full capacity, four yuan LED orders in the second quarter of the industry gradually warming, than the first quarter profit; billion light in the small space display demand is stable, the second quarter is expected to be better than the first quarter.

Crystal electric in the first quarter of this year will produce good results, in exchange losses dragged before rising gross margin from 18.4% in the previous quarter to 19.7%, operating profit of 417 million yuan (NT, the same below), net loss of industry performance than the original estimate of the crystal electric better, spokesman Zhang Shixian said that the second quarter EPISTAR the industry is to pursue profit more than first quarter.

In fact, EPISTAR's physique has been toward the benign development, last year through production, and plant strategy, so that the overall cost decreased, with the continuous optimization of product mix, the industry has begun to profit this year, once entered the second season of the season, the capacity utilization rate increase, the profit will be able to start the engine.

The high price of electricity from the crystal to begin shipping in the second quarter, the blue LED production demand, orders to see the third season, let the crystal power has begun to pick a single production, but the crystal electric profit "rooster" - four yuan LED, used in infrared and car use, this year the proportion will further increase.

In particular, crystal electric is now actively invested in research and development of new products, in the international companies have invested in Micro LED, and rumors outside of the apple for crystal electric cooperation is also rampant, causing the stock price to crystal electric board band highs 22 months last week, once the crystal electricity can be stable profit, people think that the crystal power law a gradual return to the net strength. As of last quarter, net worth was $45.88 per share.

The first quarter billion light also by foreign exchange losses, profit year by 30%, however, in the second quarter, mobile phone applications no longer decline, small spacing display demand stable, single quarter revenue is expected to more than first quarter on quarter, profit will be better than the first quarter.

Billion light strategy is the use of multiple product portfolio, resist price competition pressure, including car lights / direction lights / daytime running lights and other vehicles with small spacing, the proportion of products display products, mobile phone flash, iris recognition and not visible and other products gradually pulled the product development actively, let these billion light pick up in the 2016 gross margin. This year, billions of light plans to expand LED packaging capacity, mainly for upgrading small space display, automotive, invisible light products capacity. In the automotive products, 100 million light from 2015 to build a new factory in Miaoli Gong Gong, to create the concept of human engineering concept of the factory.

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