Inventory: Taiwan LED plant March revenue highs

The LED season, LED dragon lextar electronics factory in March revenues of 1 billion 120 million yuan (NT, the same below), the monthly increase of more than 27%; LED epitaxial leading factory EPISTAR March shipment record, scheduled today (8) announcement on March revenue is expected to record high in April will further increase the production capacity of 10%, investors look pretty. Light hung March revenues hit a 22 month high.

LED industry into the season, the East Bay announcement last week in March revenue monthly increase of 25%, Lunda announcement yesterday March revenue of 1 billion 120 million yuan, the monthly increase of 27.4%. Crystal electricity will be announced in March revenue today, may break the record high of 2 billion 223 million yuan a month.

Lextar March revenue increased by 3% in the first quarter, total consolidated revenue of 3 billion 220 million yuan, the annual increase of 12.4%.

Ronda said, March utilization rate increased to more than 80%, the May Day holiday, the pull of the tide, the backlight application demand, the monthly growth rate of backlight in March more than doubled, to direct type application products of high demand, direct type March revenue has more than 100 million yuan.

In addition, the application of smart phone shipments continue to mainland China and Japan, the first line of mobile phone brands, mobile applications in April shipments are expected to see 70 million.

Crystal electricity March revenue has not yet announced, it is understood that the crystal electricity in March hit a record high, and smooth shipments, legal estimates, crystal electricity revenue in March may hit a single month record high.

It is understood that the crystal electric in March has increased 10% of capacity, and the blue capacity utilization rate is close to four yuan LED full capacity utilization rate of 85%, but by April, including four yuan or blue capacity are all full, even in the second quarter 10% new capacity, but still can not meet the market demand therefore, the second quarter operating EPISTAR will create another new high.

LED epitaxial plant light hung settlement in March consolidated revenue of 132 million yuan, the monthly increase of 14.32%, the annual increase of 15.66%, hit a new high since 22 months. Light hung first quarter consolidated revenue of 356 million yuan, quarter by 3.16%, the annual increase of 15.66%, showing the off-season.

In general, the LED season is the first upstream Wang, crystal power, light hung is the upstream epitaxial plant, but also from the upstream epitaxial lextar to package, from the analysis of the three companies in March revenue, March revenue performance, the new century, including forepi Taigu etc. epitaxial plant should not be wrong.