LED industry revenue cycle showing Shuangfeng in the second half of the peak latency and shorten

By tightening, the global consumer price inflation and the impact of the LED industry, the first half of 2008 failed to increase, although in July the traditional peak season, but the LED industry said that the current demand is better than in June, but still less than the season performance in previous years, from the second half of 2007 compared to the year in short supply, revenue and profit all the way hurricane, 2008 revenue will show Shuangfeng phenomenon, the first wave peak in 4~5 months, estimated the peak in the second half will continue to show from August onwards.

LED industry in the first quarter of 2008 off-season, the second quarter is not busy season, order visibility is shortened obviously, Taiwan LED factory in June the average overall revenue fell 10% compared with May, the crystal electric slide about 16.5%, canyuan also decline 23%, billion light month minus 5.7%, while Hong Qi, the East Bay were 15% decline although the above orders in July gradually warming, but LED leading factory Everlight, are of the view that due to the June inventory operations, the July revenue will be better than June, but will not exceed the level of May, it is the end of the second quarter growth momentum termination.

Compared with single crystal electric light in the million monthly revenue performance in 2008 1~6 month, crystal electric revenue peaked in 4~5 months, one month exceeded NT $1 billion performance to the 2007 season, but in June a marked decline, representing a decrease of 1.55% in 2007, although not as billion light reached 1 billion yuan, but also in the 4~5 month to reach first in the first half of 2008 revenue peak wave.

But because the American subprime mortgage crisis, soaring oil prices and other unfavorable factors, the application of LED industry in 2008 are weak, the second half of economic growth tends to be conservative, the industry believes that the second half of the year than the 10% growth in the first half, in the consumer confidence, the peak of the second half of the season is also rare to appear deferred arrival.

LED said the current July temperature recovery speed is not fast, but if international oil prices slowed down, with increased backlight application and China mainland white card mobile phone gradually lifted, expected to start in August in response to market demand, estimated revenue is expected to fall in the second wave peak of 8~10 months, for the fourth quarter of the overall growth momentum, also must continue to observe the international oil price the performance of.

Source: DIGITIMES