March Taiwan LED packaging plant revenue rising season

The reaction at the beginning of the traditional off-season effect, LED packaging factory Everlight 1~2 months of this year order kinetic energy has slowed down, making January consolidated revenue fell to 2 billion 108 million yuan (NT, the same below), and in February the number of working days in the case of too few, estimates that revenues in February than in January and then decline to single digit (less than 10%), after entering in March, with the the number of working days, return back to normal order, the capacity utilization rate rose to 85% in 1 months, order visibility level.

According to the LED industry in previous years each quarter revenue cycle, the fourth quarter of last year and the first quarter is the traditional off-season, and usually first quarter revenue will be compared with the previous quarter decline of more than 10%, while the billion light year January consolidated revenues of 2 billion 108 million yuan, 6.79% months of decline, the annual increase of 27.55%. Legal believes that January Everlight revenues are still 2 billion 100 million yuan above, performance is still above the standard, and in February for the Lunar New Year holiday, even human, work days, orders and other aspects of kinetic energy has slowed, the estimated monthly revenue will be higher than in January and then fell to single digits, maintain 2 billion yuan level above the challenge.

The company pointed out that after the lunar new year, demand is gradually warmed, will slowly into the industry peak performance rate has risen to 85% by March, production capacity, order visibility returned to 1 month level, March revenue performance is also expected to follow up.

Corporate express, 1~2 billion light year single month revenue performance although the monthly decline, but the rate of decline in the past so big, if coupled with the March camp to recover from the overall temperature, the first quarter, the quarter revenue will still be compared to the fourth quarter of last year fell 6 billion 759 million yuan, but the rate of decline is expected to be reduced to less than 10%.

Xiao Bian think: with the number of working days to return to normal, strong LED backlight driver of global demand, especially in the incandescent lamp policy, LED general lighting market penetration will gradually rise, the gate of LED general lighting market fully open, LED industry industry slowly into the season, is expected to bring demand growth again, each LED vendor revenue is expected to rose.