2 Taiwan LED group by Citigroup Global Securities report incentive, stock prices have upside trend, including upstream of LED Long Toujing (2448) intraday trading strong elastic lock, LED packaging factory Everlight (2393) was also once intraday trading. Crystal electricity spokesman Zhang Shixian said that the current situation in July alone only 800 million yuan. Billion light spokesman Liu Bangyan said, July will be a good situation.
Corporate estimates affected by the quarterly chassis point, crystal electricity June revenue will be NT $850 million, down from $1 billion 13 million in revenue in May, compared with $16.09%. Billion light was estimated in June revenue of about 960 million yuan, can be said to be close to revenue in May.
Since the second half of the traditional LED Industry Wang quarter, with NB LCD panel with LED backlight is expected to reach 15% penetration, and China is expected to be in the Olympic Games after the white card mobile phone deregulation, estimated Taiwan factory will increase a wave of high order LED shipments in Q3, Q4, on revenue and profit performance will be plus the effect of.
Source: LEDinside
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