LED season to billion light, crystal electricity demand rebound

From the beginning of last year, the downturn in the LED industry, the recent demand warming, out of the valley. The upstream epitaxial crystal power plant by 25%, the current capacity to full profit; Wang Yiguang benefit lighting, TV backlight, display screen and other requirements of the overall return, the third season officially meet the effect of the season and the causeway new plant in the fourth quarter production.

Crystal electric June revenue dew dawn, the annual rate of increase for the first time since 5 months positive, up to $2 billion 107 million (NT, the same below), minus 2.31%, an increase of $9.87% in, a total of $6 billion 555 million in revenue in the quarter, a record high of nearly a quarter. LED upstream chip long-term overcapacity, after 1 and a half years of price competition, both sides of epitaxial crystal electric factory loss again and again, and from the second half of last year and 25% layoffs downsizing, freezing capacity, at the beginning of this year to increase chip prices, the market order recovered slightly.

After a single production and careful pick, crystal electric capacity utilization has been more than 9 into, including Blu ray machine production capacity of about 90%, the price and profit is better red line is full.

EPISTAR chairman Li Bingjie said, will continue to proceed from the two directions to strengthen cost management, investment in research and development of new fields, including future sensing, industrial automation, unmanned and so on, are crystal electric potential long-term market; but in the short term, this year LED industry situation is still difficult to remove the pile up in excess of requirement.

Packaging and lighting brand factory billion light 4, May total revenue of $4 billion 700 million, is about to be announced in June revenue, the market is estimated at $2 billion 400 million up and down, slightly higher than in May. Chairman of the board of directors, said last week to attend the public welfare activities, optimistic about the prospects for the LED industry, LED boom began to rebound! "

Billion light since 6 months since, the stock rose 18%, company fundamentals favored by the market, the main reason is the billion light product line dispersion, backlight, lighting, display screen are not more than 25% of revenue, is not easy to be affected by a single market frozen.

Ye Yinfu said that the current demand for the product line has been fully restored, the third quarter will officially enter the peak season, rather than just fill the inventory. Among them, especially in the best performance of TV backlight, mainly by the Olympic Games this year, the demand for video driven; another from the mainland phone backlight, display screen and other orders will also significantly contribute to the third quarter revenue.

Ye Yinfu pointed out that the current billion orders in hand for 3 months, the upcoming June revenue is expected to be better than in May, the results will further rise in July, the performance of the second quarter is also better than the second quarter. The new plant will be the fourth quarter of Miaoli trial production, the main car lighting market, packaging components monthly production capacity of about 20 million, equivalent to an increase of 25%.

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