Restocking demand pushed up the Taiwan LED factory in May to recover the temperature camp

In the face of new capacity, Chinese out, supply increases, LED population in Taiwan area China after several consecutive quarter inventory adjustment in recent restocking demand pushing up revenues, signs back to temperature. LED epitaxial grain / Dachang crystal May revenue growth of nearly 9% months. Because LED prices over the past few seasons is down, if compared with the same period last year, revenue is still a reduction.

The LED package in the Dachang billion light backlight, lighting restocking driven, May revenue increased 2.4% months, but because of the price competition, the year is still the cumulative decline of 16%, 5 months before the annual revenue is still reduced into 1. The same with backlighting and other consumer applications mainly rongchuang in support of the group, in May revenue increased 25.7%, but the month minus 6.56% years. Guang Lei, Ding Yuan for sensor heating demand, May revenue increased 13.37% and 5.68% months respectively, compared with the same period last year growth of 5.9% and 6.97% respectively. Ding Yuan and hit a new high of nearly 3 years over the same period.

Application of LED to niche market packaging plant in the East Bay in May revenues of 479 million yuan (NT, the same below), the monthly increase of 6.6%, the annual increase of 11.6%. Baihong May revenue of 165 million yuan, the monthly increase of 25.2%, the annual increase of 9.44%, since this year the single month high. High power LED packaging factory Edison last exit low profit PLCC and positive to a car market, optimize product portfolio, May revenue monthly increase of 23%, the annual increase of 30.7%, the highest in nearly 14 month high band. LED packaging factory light Ding May revenue monthly increase of 50.7%, the annual increase of 19.4%, the main reason is the LED industry and real estate sales accounted for.

Conductor jentech focusing CPU/ connector fasteners, heat spreaders, lead frame, vehicle cooling etc. the four main product lines, May revenue of about 386 million yuan, month minus 0.35%, but the annual increase of 36%.

Lighting factory for European ODM tons lightology order return, May revenue stood at 104 million yuan, the monthly increase of 4.9%, the annual increase of 28.3%, a record high of nearly 24 months, 5 months before the cumulative revenue increase of 11.4%. Grand Canyon landscape lighting factory is -KY standard case accounted for the impact point, May fell to 129 million yuan in revenue, minus 30%, the annual increase of 2.2% months. 5 months before the cumulative revenue has increased 126.66% year. The company for the next two years, landscape lighting standard case is still optimistic about the prospects for the future, the Suzhou subsidiary plans in mainland China Shenzhen listed A shares will affect the parent subsidiary business resource allocation, and it remains to be seen.

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