Price pressures continued LED plant in June revenues vary

LED lighting and backlight weak demand in the second quarter, lackluster performance in the second quarter, Taiwan LED group in June revenue weakness.

Crystal electric June revenue of 1 billion 918 million yuan, down by 32%

EPISTAR June revenue of 1 billion 918 million yuan (NT, the same below, equivalent to approximately RMB 384 million yuan), representing a decline of 15.51% in May, compared with the same month last year fell sharply in 32.01%, significantly lower than the market forecast, legal person pointed out that at the end of the season because of a larger than expected inventory plus the average price decline, the June revenue than expected, resulting in killing selling emerged again 6 and a half years, the stock price fell below the lows.

Corporate estimates, crystal electric rivals over the past two years will be three new 100 MOCVD machine, a total of nearly two years will purchase 200 sets of machines, the price competition continued, the LED industry in the second quarter for LED lighting start price war, manufacturers have launched new planometer low-priced products, with good season, is expected to the second half of the year after the launch of the third quarter demand will return.

EPISTAR chairman Li Bingjie recently at the shareholders' meeting pointed out that the outlook for the third quarter, LED lighting demand will improve, penetration on 2 billion 500 million teeth, 1 billion 100 million teeth relative to last year increased exponentially, the third quarter is not bearish.

Legal believes that the average price decline from LED point of view, since the second season is to lead PHILPS to launch low-cost planometer products makes manufacturers continue to follow up the change specifications to reduce the price, the average price fell sharply due to the lighting part, in the second half of the new product launch, the price decline is expected to stop.

Lextar June revenue minus 1% months

Lextar camp in June to the IT application from the backlight market slowing demand and decline factors, June consolidated revenues of 1 billion 190 million yuan (about 238 million yuan), a slight decline compared to May 1%, a total of second quarter consolidated revenue was 3 billion 600 million yuan (about 720 million yuan), compared with the first quarter growth of 2.8%.

Ronda said that the current TV application demand is not reduced, the lighting application part, lighting element growth is more obvious, especially in the new year to the 3030 most popular economic package, through the LM-80 quality certification, with high quality and cost competitiveness, become the preferred packaging products to international customers used in the bulb; in addition, a photoelectric DOB (Driver on Board) light engine products, also in the second quarter at the end of fermentation, is expected this year is a series of products the main push of the lighting module.

Billion light June revenue 2 billion 428 million yuan

Billion light June consolidated revenues of 2 billion 428 million yuan (about 486 million yuan), compared with May growth of 10.36% compared to the same month last year, although the decline in 4.08%, but was still a group performance relative to support a total of 1; June consolidated revenues of 14 billion 299 million yuan (about 2 billion 860 million yuan), representing a growth of 2.74%. LEDinside according to the latest statistics, in China LED packaging market, billion light the size of shipments remains at second, after Japan manufacturers nichia.

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