"Crystal Gem Love" gave birth to Taiwan LED gold for three years

June 2014 Taiwan listed LED vendor revenue generally slow down the consolidation trend, the total amount of income decline slightly month -2.1% to NT $12 billion 542 million (equivalent to 2 billion 583 million 652 thousand yuan). The Taiwan LED chip manufacturers revenue of NT $5 billion 54 million (RMB 1 billion 41 million 124 thousand) (-2.3%; MoM) and Taiwan LED packaging manufacturers revenue reached NT $7 billion 488 million (equivalent to 1 billion 542 million 528 thousand yuan), MoM decline of -1.9%. Crystal 2014 first half of the month production capacity has reached 950 thousand, but there are still about 300000 capacity gap; the second half estimates are still in short supply, the fear of the capacity gap continues to expand. The expansion factor, and market conditions continued warming, selection of technology and production capacity in all second large canyuan as partners is the best choice, canyuan and more than 400 R & D personnel can enhance the development of energy supply and demand affect the crystal electric gross margin, gross margin will enhance the stability of supply and demand. However, the rapid growth of the LED lighting industry because of the decline in costs, but also a source of pressure on the company. Cooperation with the customer instead of bidding, it is better to provide customer value in order to maintain the average sales price (Average Selling, Price, ASP) and the price is high, such as collaborative development and customer service (co-activation service) to improve product performance, development of special design of HV LED and flip chip products etc.. As for the canyuan over a long period of loss, with the combined crystal electric is indeed a turnaround opportunity.

General view, Taiwan LED manufacturers to enter the traditional off-season after shipment in June revenue, manufacturers have started to adjust production capacity and channel inventory. The prospect of LED in the second half of the revenue, with crystal electric canyuan, new crystal electric group company can be centralized management, customer resources and homogeneity of wafer production more efficient, more health level will also offer wafer.

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