Taiwan LED plant in the second quarter, the operation has gradually warming, leading upstream crystal power plant (2448) first in April and May have the opportunity to rewrite the record high, continued high, packaging manufacturers billion light (2393) will be close to high margin, also including the new century (3383), (8111), Ding ligitek yuan (2426), (3031) and Baihong I-Chiun (2486) and other high innovation opportunity is not small.
Since this year, digital photo frame, DVD Player and other small and medium size product demand is less robust than expected, leading to the first quarter of the overall LED profit performance is not outstanding, until April, there are still some small and medium size backlight manufacturers rely on a larger proportion of the affected revenue decline trend.
Source: LEDinside
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