Taiwan LED industry revenue rose sharply in March

Taiwan LED industry company in March 2016 revenues have been announced. 7 Taiwan LED chip companies (EPISTAR, Dingyuan, epileds, Guang Lei, Hua, Taigu, new century photoelectric) total revenue of NT $3 billion 364 million, down 16.82%, an increase of 35.73%. 9 LED packaging companies (Bai Hong, East Bay, Hong Qi, Huaxing, Li Zhou, Ronda, I-Chiun, billion light, Edison) total revenue of NT $5 billion 660 million, down 10.06%, an increase of 25.71%.

TV backlight, LED lighting orders back to temperature, in March began to enter the industrial season. Taiwan LED industry revenue in March rose sharply, to verify the February LED industry off-season effect significantly, from the beginning of March to enter the industry view of the season. Chip leader in March revenues of 2 billion 230 million yuan, an increase of 35.8%, the highest since last year in May, a slight decline of 5.6%. Crystal electricity, said last quarter, customer stock has been significantly reduced, the current TV backlight, LED lighting orders are back to warm, March revenue has seen improvement, and is expected in April is expected to continue to outperform performance in March. In addition, last year LED chip prices declined, but it also drives demand increase, and the price has been oversold rebound, coupled with internal take selective orders, Q1 ASP has been compared to last year Q4. Packaging manufacturers lextar March revenue of 1 billion 210 million yuan, growth of 20.9%, an increase of about 2.8%. Ronda said, in April than in March have the opportunity to better again, Q2 will be better than Q1. The main kinetic energy is the backlight new shipments, as well as the growth of lighting and peak season effect.

From the industry as a whole, the two signal that LED vendor performance began to improve, one is the industry began to enter the industrial season from March, two is the LED supply chain price war is coming to an end, even some products prices rebound signs. Upstream, by the second half of 2015 the market pull of weak influence, LED chip inventory level substantially higher, the amount of inventories in Jingdian NT $6 billion 573 million, and the industry estimates, LED chip factory stock amount is also more than 2 billion yuan, in the short term to inventory pressure is still difficult to remove, once companies eager to inventory liquidation, bargain the fear of crisis emerged again. Midstream, 5630, 3030 and other high power product prices continue to decline, while the low price of power products, such as 2835 has bottomed out. PHILPS has no further downstream, continue to expand the LED lighting market share, LED bulb prices stabilized and even a slight increase in March, global replace 40W incandescent lamp bulb LED prices rose about 1.2%, to replace 60W incandescent bulb LED prices are slightly raised. Industry as a whole, the industry expects the second half of the supply and demand situation will gradually improve.

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