In March, a strong rebound in revenue can be increased by 30% LED plant chimera

Foreign UBS Securities said that in March the LED group is expected to rebound strongly, the next LED plant revenue will continue to rise in the two quarter, the leader of the factory crystal electricity, 100 million light.

According to the research and regulation agency LEDinside said that the recent 40W and 60W replace the price of LED bulbs were reduced by 19% and 23%, respectively, LED bulbs continued price cuts, will start a new wave of global demand. For example, the European lamp factory, Zumtobel said, LED lighting revenues continue to grow, which in the third quarter of last year Zumtobel revenue increase of 58%, accounted for more than half of total revenue, such as OSRAM, PHILPS and other manufacturers Acuity also saw strong growth in revenue of LED lighting.

UBS said that in the second quarter, LED performance momentum growth, will drive up the stock price. In terms of manufacturers in Taiwan, UBS optimistic about crystal and light billion. Epitaxial leader in the first quarter of the first quarter electricity revenue growth compared with the previous quarter 15-20%, the current capacity utilization of about 65%. UBS estimates that second quarter revenue is expected to increase electricity 25-30% quarter, capacity utilization rose to 8. As for the packaging of 100 million light, excellent performance last year, the revenue is high, profit is expected to hit a new high of 4 years, the challenge of pure interest per share of NT $5 (the same below). The next quarter revenue forecast quarter minus 5-10%, second quarter revenue growth in the first quarter compared to 10-15%.

In addition, LED group corporate estimates, in March the overall revenue can be increased by 30% at the second quarter of this year, revenue is expected to increase under the 15-20% season, fat at the expense of the situation significantly, the downstream packaging industry is better than that of the chip manufacturers, including billion light, and will be better than the Lunda rongchuang crystal electric, under relevant packaging manufacturers in the new technology of flip chip carrier in the product has not been quantified, there is still a considerable advantage.

Corporate LED packaging factory recently pointed out that the strong performance of the disk for rongchuang leader, major shareholders in the Nichia and Foxconn blessing, last year, earnings per share of about 1.4 yuan, but this year received by the Samsung S6 models driven by hot, massive influx of backlight orders, revenue in the first quarter to quarter may be reduced by 8%, but the quarterly earnings per share it is expected to quarter by 7% to 0.54 yuan, 3.2 yuan per share this year earnings, continue to stabilize operation.

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