LED street light shipments growth plant actively to the mainland market layout

Under the trend of energy saving and environmental protection, LED market opportunities. One of the world's LED street lamp shipments are positive growth, Taiwan related industries, including crystal electricity, billion light, such as the early start of the layout, the future orders can be expected. At the same time, the third quarter of LED manufacturers to benefit from the performance of the new Taiwan dollar to go down, gross margin rose incentives, the apparent growth.

Recently came to the crystal electric access Han Han LED epitaxial foundry large single, has been in September to start delivery, since October heavy shipments, order visibility to the year of November. It is understood that the customer is a large South Korea, crystal foundry is used in the backlight source LED Lei chip.

Billion light benefit NT exchange rate to depreciate and gross margin rose third quarter results better than the second quarter, ranked LED profit king, mobile phone, plus side light source (side view) order is still flourishing, the market is expected in October revenue remained at 1 billion yuan NT is relatively high, intraday stock price trend is high, relatively resilient performance.

Because of the LED street lamp market Baihong new orders. If plus the dollar exchange rate to depreciate the exchange income coming in, the industry forecast in the third quarter pre tax earnings at NT $140 million, is expected to more than second quarter growth of more than 30%.

According to the topology Research Institute pointed out that the analysis of investment in LED street market, Taiwan of China LED industry alliance production in the mainland, has deep layout. EPISTAR and I-Chiun, Liteon, billion optoelectronics, Baihong industry, and have, LED packaging and factory system, traffic lights and street lamps suppliers, photoelectric industry and other strategic cooperation, in order to seize the market, LED street. The group, such as Foxconn, through merger and acquisition equipment, rapid expansion, enter the LED lighting market. However, LED from the light into the energy sector, the market is different, in the energy industry become a ring, is perhaps the only large manufacturing industries such as Foxconn just as LED professional manufacturer, it shall be up to Riley based market, and with the addition of new manufacturing giant alliances or mergers, to get out of a bright future. Therefore, the future of the relevant manufacturers will be about the performance of the order status.

Source: LEDinside