Taiwan LED research: LED backlight and lighting needs stronger Q2 season

Research institutions pointed out that benefit from the backlight supply chain early recovery demand, Taiwan LED factory (including listed companies, Qili, Liansheng) March revenue amounted to 9 billion 390 million yuan, the monthly increase of 35.1%, optimistic about the Korean and Japanese brands TV plant growing strong, and began to enter the traditional commercial lighting the season (second season), the two market demand rise LED factory to meet the Q2 kinetic energy, season. Legal person said that from the first quarter of this year, the price of the product has slowed down the pace of rapid growth in the second quarter shipments, the estimated quarter is expected to increase by more than 1 into more than second.

Korean brand TV factory (such as Samsung and LG) have announced that this year increased layout of direct type LED TV, and the Japanese brand TV factory is looking TV shipments this year overall steady growth, from March this year revenue performance, has seen the backlight supply chain advance stocking demand, Korean and Japanese brands TV factory demand is strong, until the second quarter of the traditional peak season.

In addition to the LED backlight demand stronger, the second quarter is the traditional peak season for commercial lighting market, commercial lighting orders will be released in the second quarter saw a lot.

Legal person said, the second quarter is the traditional peak season LED industry, the market prospects for LED backlight and lighting optimistic, and it appears from the first quarter, the decline in product prices slowed down, estimated, rapid amplification of shipments in price performance stable, estimated revenue in the second quarter compared with the previous quarter is expected to grow by more than 1.

EPISTAR chairman Li Bingjie pointed out that the first quarter is the traditional off-season, the number of working days less revenue and other factors, makes the low base of comparison, the second quarter is the LED industry in the traditional peak season, so the quarter revenue growth for the industry showed a normal cycle performance; however, the key is to observe the performance of the second quarter of the industry. If the quarter revenue has not the busy season, the second half of the LED plant operating pressure becomes heavy.