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Taiwan LED plant announced all the results of the industry was thin fat"

According to Taiwan media reports, the Taiwan LED plant earnings announced all the thin fat under the trend of bright!

The upstream chip plant in the second quarter by LED lighting project pause, TV backlight demand remained weak, showing a loss situation; you can also hold the downstream packaging factory profit to 2.05 yuan, EPS billion light in the crown, leading to interest rate camp stone soup 9.68%.

Profit fade not just Taiwan LED factory, CREE (CREE) fiscal year 2015 fourth quarter also paid a loss of earnings, revenue reduction from 12%, down to $382 million per share, its net loss of $0.19 per share, compared with the same period last year's profit of $0.42. In fact, foreign analysts had expected Cree last quarter after tax net profit per share is expected to reach $0.03, resulting in no small gap.

The Taiwan LED plant in the first half earnings, but also due to weak performance in the second quarter was dragged down, the same lower than expected.

Overall, the wafer factory is better than the upstream downstream packaging factory, but there are still Wang Qi packaging factory presents a loss, net loss per share after tax 0.84 yuan, which is not a small loss to Baihong million yuan.

In the packaging factory profits, with 2.05 yuan billion light in the crown, operating profit rate reached 7.62%, but the second quarter due to poor market conditions, single quarter profit has dropped billion light 45%.

Billion light due to product line dispersion, less susceptible to a single industry, but LED lighting fierce price war, coupled with the global LCD TV market size was under repair, the fear of the impact of TV backlight Corporation will also pull goods, billion light year earnings estimates, from the beginning of the 5 yuan or more, to 4 yuan on.

If the profit rate to do comparison, then the top 9.68% of the stone soup lighting, but the company belongs to the lighting factory, although belonging to the downstream industries of LED, but does not belong to the packaging. Thanks to gradually enter the traditional peak season, tons lightology the previous quarter net income per share of 0.99 yuan, higher than the other LED factory, the first half of the cumulative total net income per share was 1.38 yuan, after billion light.

Other LED packaging factory, including Lunda, East Bay, Huaxing first half profit in the tens of millions of dollars ~2.06 billion, operating profit fell in 3~6.7%.

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