Taiwan LED giants talk about a good post disaster boom

LED industry is 2012 key, including Li Bingjie, crystal electric billion light Ye Yinfu, Su Fengzheng and Ronda canyuan Jane tomoto chairman level Tate, have put forward views on the follow-up times, including Li Bingjie iconoclastic, put forward to be seen early warning on September, caused by market concerns.

Li Bingjie suggested that in September the demand to wait and see, and because the European market instability, but also worried about the performance of the industry in August season, as for the fourth quarter, it is still unclear.

However, the leading packaging factory Everlight dongzuo Ye Yinfu, yesterday (19), remained the second half than the first half good; Lunda dongzuo Su Fengzheng considered the third quarter season still, but admits that the fourth season not clear. Canyuan dongzuo Jane tomoto is optimistic that, by adding land panel of new customers, canyuan third quarter customer demand remained strong.

Li Bingjie pointed out that the second quarter of this year in the Olympic Games, the World Cup European demand driven by the rapid recovery of LED, entering the third quarter, demand in July is secure, but August is the international brand TV season end, this time will start down, peak performance or persistent season? Due to the impact of the European debt crisis in the European market demand, remains to be seen, but September is more dangerous worrying.

He further pointed out that the key lies in the LED in September this year, the market demand up back in September of this year, because the lighting is also very difficult to take over a key support battalion. Because the mainland TV market inventory has appeared so far concerns, in September the demand is weak, is not very clear, now you can only observe the September can see eleven next year, the Lunar New Year holiday benefit distribution.

Ye Yinfu's view of the third quarter of the season unchanged, but the growth of the strength of the conservative view, he stressed that the third quarter is flat again better, but the whole year, the second half will be better than the first half. Ye Yinfu said that the TV backlighting demand because of the design, ASP decline, growth momentum slowed reaction in revenue, pushing up the lighting will play a key product revenue growth in the third quarter, it is now strong promotion LED lighting brand market.

Su Fengzheng pointed out that the TV backlight has obvious short season, the third quarter of this year is expected to benefit to enhance penetration, even light, there are still certain demand, however, the growth rate will become increasingly slowed in the season each year on.

Jane tomoto is yesterday attended the 4 LED Dong seat for the third quarter season the most optimistic, he pointed out that in canyuan situation, Lu line panel customer is the new orders, so the new single will benefit significantly in the third quarter of this year, the traditional peak season, coupled with energy-saving appliances subsidy, the third the preparation of single action positive season customer inventory. However, Jane served as also said that the difficulty is now the peak season, ASP (average unit price) down so that revenue growth is not as good as the growth performance of the shipment.