Taiwan LED three industry refers to the situation in the off-season than the same period last year

Following the previous was short to suppress the crystal electric and LED packaging manufacturers billion light respectively in the Lunar New Year is the confidence of the market propaganda, Q1 stressed the off-season orders received indeed significantly better than last year, this year the prosperity of the industry there is no danger; LED value among the first domestic large department Lite executive Teng Guangzhong also pointed out that from the current LED the stage of stock market conditions, people are still chasing goods every day, is expected in the first half of this year LED industry is still good, Lite LED product revenue will grow more than 30% this year at least.

The festival is short before the stock price continued to suffer pressure, resulting in the cumulative decline since the beginning of more than 50% crystal electric, the earliest to clarify the foreign, stressed fundamentals of LED industry without fear, not only the January sales better than last year in December, about 860 million yuan, the expected performance in March will be better than the previous 2 months. Crystal electricity has been estimated that this year's Q1 revenue should be reduced by only 10% compared with the previous quarter. Zhang Shixian said that from the Q1 orders of market conditions, the off-season effect is not very obvious, even the customer wishes is chasing a single positive, or only in the main influencing factors in February Lunar New Year holiday, but that performance in February will be at the end of this season, while the expected sales performance will significantly exceed the element contains arsenic and even Yong, etc. 3 the company's total consolidated revenue over the same period last year.

EPISTAR financial deputy general manager Zhang Shixian pointed out that the growth trend this year continued to be optimistic about the new application of LED, at the same time in response to customer demand growth in new orders under the condition of high brightness, this year four yuan (HUB) production capacity will thus amplified 1 times, as part of the high brightness blue, optimistic about this year's NB backlight demand will accelerate the warming, also began to prepare for the TV backlight demand, accelerate the expansion of high order products production scale, so the overall product sales 08 years will continue to better combination.

Billion light also pointed out that some January revenue will be better than December, to maintain the level of more than 900 million yuan, at present the overall Q1 market orders is pretty good, especially the SMD product demand is still very hot, so during the lunar new year in February to continue working overtime production, estimated sales performance this month have the opportunity to significantly exceed the same period last year, Q1 indeed it is already not short off-season.

Billion light deputy general manager Liu Bangyan pointed out, mainly from the SMD product Q1 needs kinetic energy at present, mainly with the small scale that backlight applications, and digital photo frame should be speculated that the application needs the global warming, and this year will also grow to spindle billion light, in Lamp and display the current demand is relatively flat. Billion light is expected to be relatively high gross margin of SMD products, accounting for about 40% of the proportion of Q1 revenue this year, the overall profitability will be helpful to maintain.

Lite on January LED revenue also has 940 million yuan level, better than last December. Teng Guangzhong said that the current LED industry in the first half of this year is still good, that is Q1 Lite LED orders is not short off-season, because the Tianjin factory may be extended to June will be completed, so the first Lite is the plant, has been effectively support customers additional orders, to Tianjin Q2 factory, after the completion of the total production capacity will increase 1.5 times, this year is expected LED product revenue growth of more than 30% at least.

Source: Lean news