LED plant in June to accelerate the pace of extraordinary achievements to pick up

Taiwan LED plant in June this year, revenue is different from previous years, in the past LED downstream packaging manufacturers because of inventory, often let LED factory revenue in June showed a downward trend, in June this year, revenue is different, shine.

Ronda (3698) since June consolidated revenue amounted to 910 million yuan (NT, the same below), the monthly increase of 5.4%, the annual increase of 18.97%, a record since the 22 month highs, but also led to the company's second quarter consolidated revenue amounted to 2 billion 611 million yuan, the 19.02% quarter growth.

LED epitaxial crystal planes and electric canyuan June full capacity, EPISTAR orders of more than 2 billion yuan can not be shipped, deferred until July.

LED TV backlight source factory East Bay June revenues of more than 700 million yuan, in the second quarter revenue rose by up to 80%, then the situation is booming, in July is expected to hit a record high.

On the other hand, the manufacturers in advance to actively respond to the arrival of the second half of the season, there are careful orders, resulting in June revenue and LED flat in May, the factory. Edison (3591) said that given the global economic recession, in order to avoid receiving does not return the money, from the beginning of May for customer orders and take careful screening attitude, so the monthly revenue of 211 million yuan, month by 7.1%, in addition, in order to maintain gross margin, in June the company began to sieve out the price of poor orders, orders become more cautious situation, June revenue performance will be flat with May.

The LEDinside observation, at present, Taiwan LED chip and packaging manufacturers are gradually increasing the capacity utilization rate, some manufacturers such as crystal power, and the new century can have capital expansion plans. And this year in the LED TV a substantial increase in permeability under the condition that the demand is mainly driven by the backlight engine manufacturers LED revenue to pick up, coupled with the LED chip price decline has slowed down, LED lighting off, June revenue is that shine the second half of the LED season approaching, the warming trend in backlight market gradually clear, the pace is also accelerating.