Lighting market demand continued good Taiwan factory LED backlight orders gradually withdrawn

Entered the second season LED season tradition, not only the lighting market demand continued flourishing, backlight orders gradually return rate is expected to reach full use of LED grain crystal power plant, canyuan, Lunda capacity, operating performance will be significantly improved compared with the first quarter. EPISTAR spokesman Zhang Shixian said that the current order situation overall, LED lighting performance is superior, part of the bulb customer order visibility even for 5~6 months, the backlight order visibility is not bad, some customers can reach 1.5 months, pushing up the company's current capacity utilization rate has reached more than 90%. Does offer better crystal electric chairman Li Bingjie pointed out that this year the price situation is indeed better, the second quarter quarter reduction rate of only 3~5%, slightly better than the previous average quarter by 5% level, more than the same period last year slowed sharply; while the capacity utilization rate is expected to increase over the first quarter. Crystal electric first quarter revenues 4 billion 323 million yuan (NT, the same below), slightly lower than the expected 4 billion 500 million yuan of corporate profit; part of corporate estimates, because the crystal electric first season is still adjusting Guangjia, will affect the gross profit margin continued to slide, estimated at 5.4%; net loss of about 400 million yuan, single season net loss per share of 0.4 yuan. The second season is completed gradually with Guangjia adjustment, EPISTAR is expected to profit, gross margin will jump to 15.5%, Yiyue net 200 million yuan, net profit per share of 0.2 yuan. Canyuan spokesman Fu Zhenzhen said, with the demand of large size and small size panel synchronous improvement in March, capacity utilization has been up to 90% in April, closer to full, some specifications of products have been in short supply. Demand specification canyuan said, is the terminal application products, including television, such as flat-panel backlight and lighting needs are good, although the price is not good, but downward pressure gradually, through the product mix to improve capacity utilization to increase profit. Canyuan first quarter revenue 937 million yuan, slightly higher than the expected 926 million yuan, corporate corporate estimates, canyuan first quarter gross margin of about 3%, net loss of about 100 million yuan, net loss of 0.2 yuan per share. Second quarter due to enter the peak season, single quarter revenue will challenge $1 billion 300 million, gross margin is expected to look at 10%, after tax net loss narrowed to $40 million. Ronda said, backlight and lighting needs since after the lunar new year gradually back to temperature, the current capacity utilization has been pulled up to 70~80%, up to 1~1.5 months order visibility. Lextar first quarter revenue of 2 billion 867 million yuan, is expected to meet the corporate, corporate profit, estimation, Longda first quarter gross margin of about 9.8%, and recognized with Wellypower industry revenue, net income will reach 500 million yuan, EPS about 1 yuan; second quarter revenues soared to 4 billion yuan, gross stable interest rates rose to 12.5%, after tax net profit estimate of about 130 million yuan, 0.3 yuan EPS.