LED double crystal electric (2448), (2393) May 2012 revenue billion light synchronous hit a nearly 11 month high, since 2011 revenue highs in May, so the LED industry expansion is highly cautious. Crystal electricity pointed out that the current order visibility, 6, July full load. Everlight chairman Ye Yinfu recently pointed out that, for the first quarter period low second quarter growth significantly, although the third quarter continued to grow, but the third quarter quarter growth rate will slow down.
In May revenue, EPISTAR amounted to 1 billion 658 million yuan (NT, the same below), compared with April growth of 9.73%, 1 billion 450 million yuan billion lidar compared with April, growth of 5.99%, and synchronize hit nearly 11 months since the single month record high. Crystal current capacity utilization has reached full load, and since June began to Canton (8199) leasing equipment to expand production. Crystal electricity to the current order visibility point of view, in June, in July continued full load, of which four yuan LED orders due to full load also extended to the year August, while Blu ray LED visibility to temporarily uncertain in August. Billion light capacity utilization rate of 80% this quarter, of which LED TV backlight upgrade, help to enhance profitability in the second quarter.
The mainland 51 golden week sales as expected, although the day before the packaging plant in the East Bay (2499) revised second quarter revenue quarter growth rate at 70%, but the industry is still worried about LED back in the third quarter of the year is not busy season. Crystal electricity is still fully loaded in July, while the light is maintained in the third quarter of slow growth view.
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