TV backlight needs good LED upstream Q2~Q3 performance continues to climb

With the industry into the season, and this year, with LED as the light source of the TV product demand is excellent, LED industry revenue in the year second, the 3 quarter performance will step up. The epitaxial crystal power plant (2448), canyuan (3061), Guang Lei (2340), third quarter revenues are expected to increase more than 1 challenges season performance.

Now EPISTAR and canyuan orders over production capacity of about 40% margin, with the industry's new capacity will be gradually put in place for the next month, revenues add momentum. Guang Lei, in addition to four yuan, the blue LED product demand better, the company's current sensor visibility of orders has reached fourth quarter, the Korean industry will become the main energy to push up Guang Lei performance this year, next year there are Japanese manufacturers blessing.

Taiwan LED industry in the second quarter in new capacity, increase the size and cost of revenue contribution is not up to the investment, can pay out revenue, profit growth of double card. But the beginning of the third quarter, due to sapphire substrate, MOSource and other raw materials quoted bid up, although the LED industry revenue continued to climb the space, but the gross profit margin growth pressure will increase.