According to Taiwan media's "commercial times" reported that the effect of the season market is not optimistic about the LED industry in the second quarter, but EPISTAR, Everlight first quarter revenues still hit a record high over the same period of April, orders continued to climb; however, crystal electric recently faced chips loose pressure, three large cut corporate shareholding hit the stock price, market capitalization has fallen below 50 billion yuan (NT, the same below, about 9 billion 940 million yuan).
Crystal March camp back rose to 2 billion 365 million yuan (about 470 million yuan), a total of first quarter revenue of $66.46 (about 1 billion 321 million yuan) billion yuan, quarter growth rate reached 16.23%, the annual growth rate of 6.49% over the same period the best result.
But EPISTAR also admitted that the first season is just over canyuan, canyuan much of the revenue contribution, the second quarter will be adjusted to focus on improving the yield, increase product stability, forecast in the third quarter Canyuan yield have the opportunity to approach the crystal electricity, plus into the season, canyuan is expected to start play fighting force.
As for the good or bad? Crystal electric said, LED lighting and not too much problem, mainly backlight heating speed is relatively mild, is still slowly rising, and the second quarter of last year, the market is worried about the shortage of additional orders and some of the big fall.
Compared to the crystal Electric Corporation, promising billion light operations, found in the LED chip prices, the purchase cost of billion light reduced product line with scattered billion light have a more solid working constitution; billion light 10 announced in March revenue, with the number of days rebounded, revenues rose to 2 billion 503 million yuan (about 498 million yuan), monthly growth rate of 13.64%, increased by 12.04% in the first quarter of this year, total revenue reached 7 billion 246 million yuan (about 1 billion 441 million yuan), over the period of high level, with the previous quarter compared to recession in 11%, close to the legal circle first quarter revenue decline 5 to 10% expected.
But in the LED group crystal electric dongzuo Li Bingjie boom temporarily conservative view, plus a Jinsha River into the main fifth of the world's largest LED factory Lumileds bad, a kill disk center, crystal electric have become the hardest hit; total since March, three corporate selling crystal electric 113 thousand and 900, light foreign selling over 95 thousand and 700. The crystal electric 11 billion 100 million yuan equity calculation, equivalent to 1/10 of the chips changed hands, cause the crystal electric price break at the end of last week, was hit 44.55 yuan (about 8.86 yuan) band low, market value fell below 50 billion yuan mark, the above Friday's closing price, the market value of only 49 billion 680 million yuan (about 9 billion 876 million yuan).
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