LED industry may be less than half of the first half of the season fear

High hopes that the LED industry and the Christmas season demand this year, fear fall. The grain crystal power plant chairman Li Bingjie said yesterday, the normal production process estimation, LED backlight LCD TV grain orders should appear in 8 and September, but at present still poor visibility of orders; Everlight chairman Ye Yinfu said, now look, TV demand is poor, revenue in the third quarter than the second quarter decline in fear.

For the second half outlook, Li Bingjie said, usually LED manufacturers in the second half of the proportion of revenues should be 45 to 55, but this year if the third quarter as the second quarter, and fourth quarter is the traditional off-season, especially the world's largest problem is the lack of consumer confidence, LED industry this year is likely to be better than the first half of the second half of the year.

In the market generally poor, LED lighting industry needs to become a beacon, Li Bingjie said, the Japanese earthquake caused power shortage, coupled with environmental awareness, LED lighting has reached 30% in Japan lighting shipments accounted for nearly 60%, the output value of more.

Called on government subsidies LED lighting

Li Bingjie, Ye Yinfu yesterday to attend the financial and economic forum to promote the special appeal to the government of the government, of course, to develop renewable energy, but the cost of electricity is lower than the cost of electricity, should be actively subsidized LED lighting. Li Bingjie said, according to the calculation, every $1 (about 29 yuan) of solar energy can generate electricity of 15 degrees, but every $1 (about 29 yuan) LED lighting, it can save about 83 degrees of electricity.

The TV needs next year in Rejuvenation

Ye Yinfu said, China, Japan and South Korea are people through government subsidies to buy LED bulb, led the people to change the LED products, and domestic market driven by LED industry, Taiwan has the world's most complete industrial chain of LED, should actively promote energy-saving LED.

The grain crystal electric investment factory Guangjia, held yesterday before listing ", chairman Chen Zepeng said, from the customer perspective, does LED backlight LCD TV demand this year is not good, we are revising downward view, although at the end of the year there will be some customers launch new models, but most still until next year listed, but mainly to test consumer reaction, the actual order is expected to take up to the second quarter of next year.

GA Q2 dragged down the first half loss

However, LED backlight LCD TV demand is not good, grain prices go down, so that the price of LED lighting products and other lighting products closer, there is a chance to push up the growth of LED lighting. Huang Zhaonian, general manager of 1~2, said the characteristics of LED is difficult to rely on a single product to sell for a long time, in general, the sale of the season has been very successful, because the lighting and backlight technology is similar, so it can be used together.

The second quarter Guangjia single quarter revenue 1 billion 70 million yuan, the 32.5% quarter growth rate, but by the product price decline and product market loss, single quarter net loss per share after tax 0.18 yuan; the first half of the cumulative total revenue of 1 billion 877 million yuan, net loss of 0.21 yuan per share. Wide gallium is expected to be listed in September 8th, the current inquiry price range of $12~15 per share.