Taiwan LED plant revenue in April showed a large gap situation

The large gap between the situation of Taiwan LED plant in April revenues showed the LED upstream part of crystal electric (2448), canyuan (3061), the new century (3383)) a record revenue record, and provide an interpretation of LED lead frame (2486) is. But LED downstream packaging, Wang Qi (6168), (3031), Baihong donper (2499), light (6226), Ding ligitek (8111), compared with March revenue decline phenomenon.

Single crystal April due to acute into revenue 1 billion 55 million yuan, exceeding market expectations, the annual growth rate of 23.07%, the monthly increase rate is 12.47%, EPISTAR said previous customers on the situation after conservative views depression inventory, the pressure is low, the market demand up, mostly in urgent response, outlook May the amount of over 1 billion 100 million yuan, it continued to climb high chances, plus a better combination of products, gross margin will gradually rise, is expected to get rid of Q1. LED upstream generally good results in April

LED downstream part of the package, billion light April revenue of 945 million yuan has reached the market expected level, but the macro Qi, Bai Hong and East fell. In order to Baihong as an example, the company is subject to the SMD production capacity and the influence of the revenue growth. Baihong is reduced by 13%, while Hong Qi in April revenue decreased by 7.09% compared to March, the East Bay is reduced by 4.6%.

Looking ahead to May revenue, LED upstream have the opportunity to continue upside, but if you can not keep up with the downstream LED, both are bound to be affected.

Source: LEDinside