Taiwan LED leading Q2 revenue to accelerate the pace of LED boom

June Taiwan, China LED business revenue data released. Data show that two large and EPISTAR Everlight middle leading enterprise revenue growth to achieve good performance, an increase of more than 30%. Especially EPISTAR revenues for fourth consecutive months of record two quarter revenues of a substantial increase of 30.2%, the highest single season record revenue.

Since the second half of the LED industry will enter the traditional peak season, with Europe and the United States LED lighting enterprises will be concentrated in the release of new products, analysts pointed out that the LED will enter the accelerated penetration period, although the industry in the off-season, but especially in the second half of the three quarter with the advent of the traditional peak season, the LED industry will continue to heat up.

June revenue performance beautiful

Data show that in June the total revenue of Taiwan LED enterprises reached 9 billion 742 million NT dollars (about RMB 2 billion 15 million yuan). Of which 8 LED chip companies total revenue of NT $4 billion 439 million (about 918 million yuan), an increase of 11.8%, a decline of 11.5%; 9 LED packaging companies total revenue of NT $5 billion 303 million (about 1 billion 97 million yuan), down 20%, a slight decrease of 10.8%.

Analysts pointed out that the Taiwan LED companies in June revenue overall in line with expectations, in June the traditional off-season, the revenue of Taiwan Longda NT $1 billion 360 million (about 281 million yuan), the highest single month record. Taiwan Longda shares hit a nearly three month high in June, the company's share price has risen by nearly 10%, to June 30th closing at 30.20 New Taiwan dollars (about 6.25 yuan).

EPISTAR and Everlight revenue data of two leading enterprises of the same beautiful performance. Among them, EPISTAR June revenue of NT $2 billion 820 million (about 583 million yuan), rose 46.45%, growth of 0.88%, the fourth consecutive record highs in June revenue revenue; photoelectron billion NT $2 billion 532 million (about 524 million yuan), a slight decrease of 2%, rose 33.83%.

Overall, the second quarter of the middle reaches of the top LED vendors continued to show rising revenue trend in. Among them, the two quarter EPISTAR total revenue of NT $8 billion 126 million (about 1 billion 681 million yuan), an increase of 30.2%, the highest single season record revenue; as the midstream packaging manufacturers, photoelectron billion two quarter total revenues of NT $7 billion 689 million (about 1 billion 591 million yuan), with the highest single season record.

LED industry boom will accelerate

This year, the high growth of LED lighting market demand, coupled with the gradual increase in demand for LCD TV and mobile phones, driven by the demand for goods shipped in Taiwan LED industry situation. Because enterprises in Taiwan recently LED revenue data performed well, the enterprises of the region revenue data is always an important barometer of the industry boom, so the industry is expected in the third quarter of this year, LED industry boom chain will accelerate the way, industry gross margin will upgrade again.

It is worth mentioning that, in the first half of this year, LED giants frequently come to the merger of the industry mergers and acquisitions news, showing the industry upstream concentration has also been improved. In June 30th, PHILPS announced the integration of its LED division, the American media that the move or will lead to the PHILPS LED division and the U.S. giant CREE merger; on the same day, EPISTAR m canyuan photoelectricity is the first half of this year the industry's major news.

In fact, in the LED industry is in the upper range is the industry segments LED lighting, LED lighting is currently in a high speed penetration stage, and its penetration rate increased by quarter trend is more clear. CITIC Securities believes that, although the terminal consumers are still buying a large number of traditional lighting products, but dealers have begun to significantly reduce the proportion of traditional light source procurement. The agency expects the second half of this year, China LED lighting market accounted for between 35%-40%, and the quarter rose; in contrast, the first half of this year, China LED lighting market accounted for only 25%-30%.

In addition, the smart lighting has become a major new LED giants competing to promote the new field, along with the major focus of the second half of the new release, the three quarter of revenue or will further rise. Ping An Securities believes that the smart lighting market is currently in the embryonic stage of development, the major manufacturers are increasing efforts to promote, is expected in the next 1-2 years the market will enter a period of rapid development. CITIC Securities also expects attributable to Home Furnishing intelligent intelligent lighting industry, with the development of the whole industry chain, or the future will lead to industry ecological changes, especially the lighting manufacturers and Internet companies, and in the lamp manufacturing enterprises and controller manufacturers such as professional production base, with system integration and platform operators the integration of the industry, will be the future development direction of intelligent lighting.

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