Need to delay the detonation of shares to kill the disk, said the electricity is not a bad look

According to the "electronic newspaper" reported, EPISTAR chairman Li Bingjie yesterday (25) on a LED backlight demand deferred speech, LED shares detonated kill disk, crystal electric more below the net value per share, EPISTAR said that this year the TV LED backlight show the number of growth, output flat trend, global provider of independent LED chip not much, the less qualified supplier of Korean factory certification, regardless of how the allocation of orders, crystal electric group is the biggest beneficiaries.

The industry said that the previous March is the peak of the order of TV factory, a large influx of orders last year, due to the downstream customer worry LED factory production capacity, production capacity of Qiangding LED boom pushed up the peak, compared to this year, is expected to have new downstream customers, three out of psychological capacity, is expected to lead to demand more work, than last year late.

EPISTAR expected, this year the number of LED TV backlight continues to grow, but because of the price decline, output has been flat, the demand is deferred, not see; current global independent chip suppliers have crystal power, canyuan, Lunda, Jia, LG, Samsung, Lumileds and other companies, through the certification of Korean customers less. As long as the number of crystal growth, the electric group is the biggest beneficiaries.

Samsung is the world's largest TV brand factory, last year by the mobile phone on the operations of the group Chongshuai, this year plans to rally under the atmosphere of Samsung's TV shipments from 50 million units last year, up to 60 million units, second TV factory LG also set out a 32 million to 40 million target, the annual growth rate of 20 in terms of goods ~ 25%.

The industry believes that, under the positive shipping targets, the proportion of Samsung TV outsourcing to see the rise, the number of LED backlight used by Samsung and therefore reduced, overall, the flow of orders to the independent chip factory or see.

However, the market index in the high order, LED shares yesterday became the epicenter, stock index fell once billion light crystal electric limit, closing price of 53.1 yuan per share fell below the net value of 53.2 yuan.

Related reading: crystal electricity: LED backlight needs to start the time limit of 1 months

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