Taiwan, a number of LED plant in July revenue highs

LED industry in the first half operating steady growth, with the third quarter of the traditional peak season, more than LED plant in July revenues have to rewrite the record high, including listed companies billions of light (2393), canyuan (3061), Ronda (3698) revenue hit high season season period.

LED industry the most upstream sapphire factory revenue last month is weak, only firms Zhaoyuan (4944) revenue continued high, including other emerging Ruijie (5256) have opened a new capacity, and in the handheld device optical demand failed to significantly increase the volume used in the supply, price decline has led to the substrate.

Although the sapphire substrate prices the most upstream demand softened, as manufacturers expected, but the LED chip factory operating steady growth, including EPISTAR July revenue although failed to continuous innovation, but the cumulative operation in July over the same period last year growth of 39%, especially the second quarter gross margin over last year increased by 5.5 percentage points to 21.4%, by four yuan LED high order products hold the global market share, gross margin jumped to more than 20%.

Another chip factory can OEM single price increase revenue in the full moon, under the large customer orders can round blessing, revenues rose to 541 million yuan in one fell swoop rewritten high, because the new single is better than the average gross profit margin by the foundry company, the third quarter profit will be significantly improved.

Everlight, Lunda has been the first to record revenue last month, the 2 companies have full capacity and the company continued to benefit from new capacity expansion, lighting market demand pushed up under the company optimistic expectations this season is expected to continue until the fourth quarter of this year the industry is at the beginning of the evaluation for the season is expected to reach the expected.

EPISTAR said that the high order Blu ray capacity gap of about 30% this year, LED lighting demand is exuberant, the client feedback lighting needs annual growth rate of up to 50%~100%, the terminal strong demand prompted the high order blue chip supply gap end company will try our best to meet customer demand.

Legal person said that the whole line LED factory order visibility good, because the third quarter number of manufacturers have been full capacity, estimates fourth season is expected to maintain the high level operation, in addition, the industry continued integration and centralization, and manufacturers have towards high value and niche market development, LED industry adjusted lay long-term niche.

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