Taiwan LED company revenue review July

Event:

In 2014 July, Taiwan 8 LED chip companies (canyuan, Dingyuan, epileds, Guang Lei, Hua, EPISTAR, Taigu, new century photoelectric) total revenue of NT $5 billion 10 million (about 1 billion yuan), an increase of 32.5%, rose 0.5%. 9 LED packaging companies (Bai Hong, East Bay, Hong Qi, Huaxing, Li Zhou, Ronda, I-Chiun, billion light, Edison) total revenue of NT $6 billion 700 million (about 1 billion 300 million yuan), an increase of 13.2%, rose 4.8%.

1-7 month chip end total revenue of NT $31 billion 800 million (about 6 billion 625 million yuan), an increase of 26%, the total revenue of the package side of the total revenue of about 8 billion 750 million yuan (about $15%), an increase of.

Comment:

July boom continued to rise in the second half of the boom is optimistic: in the chip and packaging in June after a slight decline in the chain, in July the chip and the end of the packaging and revenue rose again. In June this year, the boom has been significantly better than the same period last year (due to the off-season factors last year, the chip chain fell 10.3% in June, the chain fell by 8.4%), while in the ring on the basis of this continued to climb in July. Enough to show that the high growth of LED lighting for the entire LED industry pulling effect has gradually emerged, accounting for the proportion of lighting will become the main driving force behind the growth of LED backlight. Looking ahead, Lunda believe that August will be the continued high, East Bay also think that 8-9 in the lighting business section will continue to flourish. We determine the second half of the LED industry boom continued high probability event.

LED growth identified, the report has been verified: Taiwan and the mainland LED listed companies operating conditions also continue to verify the growth of LED lighting industry. The mainland is expected mid year report: more than 40% Riyadh Sanan optoelectronics 50%-80%, alto electronics 20%-50%, honglitronic 35%-60%, Jufei 25%-50%. August is the annual report disclosure period, is the performance of the cash period, LED plate due to the growth and performance of the certainty of the recent market favored.

The subsequent LED or subsidy policy will be introduced: since 2008, energy-saving lamps subsidy policy at the end of this year will follow more subsidies will be implemented on the LED, is now in August, if the downstream LED subsidies from the beginning of next year, the subsequent LED subsidy policies should be a high probability event. Follow up the introduction of the policy is bound to stimulate downstream demand, the industry boom is expected to further improve.

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