Taiwan LED grain factory said the third quarter operating will remain high

As the mainland brand TV orders steady, Taiwan LED grain factory said that in September the situation is better than expected, the third quarter operating performance will remain high. Corporate estimates, leading crystal power plant (2448) the expected single quarter revenue quarter growth rate of about 5%; canyuan (3061) because of the mainland TV brand supply chain, estimate the single quarter revenue continued to raise 18%; Ronda (3698) high level is also expected to maintain the quarter by 16%.

Crystal spokesman Zhang Shixian said that the current observation, LED backlight LCD TV orders better than expected before, only a little weaker demand for mobile devices. Crystal power is now the average capacity utilization is still between 95% to full load, where mobile devices because of intense competition from Chinese manufacturers, so limited profit margins. At present, the strategy is to "profit oriented", according to different customers to adjust product mix.

Canyuan spokesman Fu Zhenzhen said that the current order visibility has reached the end of the third quarter, and even some products can be seen in October, but not all products, mainly to large size backlight products high visibility.

For orders, canyuan investments can have a new machine in Yangzhou Yang joined the production, can raise about 37 sets of MOCVD (Metal Organic Chemical Vapor Deposition, metal organic chemical vapor deposition) machine, the second quarter has 25 sets of production, the remaining 12 units in the third quarter also have joined the production.

Canyuan said that at present, although the LED grain factory actively expansion, but in the backlight part, their products are still unable to break into the TV factory supply chain, mainly used in LED lighting or outdoor electronic billboards and TV backlight product certification is high, not worry would affect the TV backlight orders.

The Lunda July consolidated revenue has a first single month record high of third, Ronda said, compared with the backlight, lighting the growth performance in the third quarter will be more robust, backlight part of Korean customers new orders, lighting in Europe as the main part of growth momentum.