Proportion of the proportion of lighting revenue rose CREE focus or downstream

Taiwan LED shares correction correction, international LED stocks are also not spared, the United States Department of LED factory CREE because it was reduced to 16 analysts rated, shares fell 3.68%, the stock closed at $41.1 per share, the proportion of revenues due to lighting gradually rising, Taiwan area, the industry believes that the focus will turn down Cree.

In the past Cree as the main LED chip factory, but from the recent financial report, lighting components, lighting and other related revenue has increased to 30 ~ 40%, LED industry in Taiwan that the value chain of LED downstream brand lamps, tilt, long term, Cree operation should be transferred to the downstream. In fact, Cree lamps do a good job, quite competitive advantage, but in the transition phase, may face competition with existing customers, the transition will face pain.

The chip industry also said that the Cree has a lot of experience working with manufacturers in Taiwan in the past, the past blue chip to Qili procurement, to purchase red crystal electric LED, the future of the upstream chip release single object should still be in Taiwan manufacturers is preferred.

Different from the TV backlight has obvious seasonal cycle, the third quarter entered the off-season, LED lighting showed stable growth conditions, and different from the standard bulk TV backlight walking route, LED lighting has a different market, application of LED lighting industry is still optimistic about the long-term demand, to see the LED bulb, the size of the market this year about 1 billion 200 million, next year is expected to more than 2 billion, the annual growth rate of at least 6.

Cree shares fell 3.68%, also dragged yesterday (16) on the day of the Taiwan LED chip stocks, the index manufacturers crystal electricity fell yesterday to close at 55 yuan per share, NT $1.61%.

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