Mainland white card mobile phone demand decline in Taiwan LED factory as expected

According to Taiwan media reports, the demand of small and medium size panel as expected, especially, white brand mobile phone demand fell significantly, continued from the first quarter to the second quarter, LED shares continued by the bad attacks, including EPISTAR, Everlight, Baihong stocks remain volatile in the region are low, weak upside.

Billion light said that this year, the size of small and medium-sized panel demand is not as strong as expected, but also to the second quarter growth intensity is not as good as in previous years. However, the current situation, it seems that in June has seen a steady rebound, the overall revenue will also benefit from new product shipments began warming.

Hong Qi spokesman Qian Songling said that in May the battalion received a white card to reduce the impact of the mainland mobile phone shipments, single month revenue fell by 10% compared with the year of April, however, in June the situation is stronger than the single pick in May.

Pak Hung stressed that the company from mainland China White brand mobile phone revenue contribution is only 5%, the overall mobile phone backlight revenue accounted for less than 30%, estimated May revenue growth will be slightly more than in April, and the number of white card mobile phone weak demand has little effect on the company's revenue, the SMD production line orders full.

LED stocks today is affected by the white card mobile phone and weak demand, including Everlight, Baihong, stock prices overall sluggish, billion CD once anxious to kill to limit price of NT $100.5, or about half of the root crystal electric limit, Baihong decline in more than 2%.

Source: DIGITIMES