LED market variables in the second half of the growth of enterprises to be observed

According to Taiwan media news LED lighting is in the throes of price competition, TV backlight due to the lack of large international events demand incentive, somewhat dull, LED plant operation and are a major embarrassment period, while looking forward to the season, but Everlight, Lunda, new century this year's expansion is action. Has set the tone for the conservative.

LED executives recently at the shareholders' meeting or the Taipei International Lighting Exhibition, has released the second half of the new century boom tone, including Chairman Zhong Kuanren, chairman Su Fengzheng, chairman of lextar billion light Ye Yinfu, are of the view that the third quarter demand backlight back to temperature, LED lighting order has been very strong, but in the "bargain amount" stage. Is still the second half of the peak season demand, but in the supply chain, the red price goes low to many variables, the growth rate remains to be seen.

Also because the LED lighting environment is changing too fast, this year, the major LED factory production expansion from Ho throw capital expenditure to conservative. Lextar chairman Su Fengzheng believes that the international brand manufacturers will launch a price war, the price effect will be estimated from the second half of this year to continue next year, demand for his optimistic view of the second half of LED lighting will be broke.

Ronda is currently package monthly production capacity reached 1 billion 500 million, accounting for 6, the backlight lighting, 4, Lei wafer production capacity is currently about 300 thousand, years before the original planning lextar Lei wafer production capacity to 350 thousand, equivalent to 16% expansion, has now revised in accordance with the market capacity out of the time point of decision.

The package also tap billion light at the shareholders meeting released keep the pace of expansion, Everlight chairman Ye Yinfu said, LED lighting and the change of environment variable is too much too fast, the third quarter growth rate depends on the supply chain of red, so this year billion light expansion will be more conservative, the new factory will Causeway lock the vehicle safety and niche products, is expected to end this year enabled.

Chip factory in the new century this year's capital expenditure dropped to 300 million yuan, and will not introduce new machines, and from the beginning of June, through equipment modification, the EPI wafer from 2 inches to 4 inches, although short will affect the third quarter production capacity, but in the control of capital expenditure mode, gradually increase the scale of production capacity.

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