Taiwan plant in the second half of the boom: chip turn light package season

The first half of Taiwan LED industry is the upstream chip plant operating period of soaring first season, off-season, season second season super Wang, but the second half of season third began to fade, the downstream packaging factory over to greet the season, the second half will be thin under the trend of fertilizer.

TV shopping season episode of the fourth season of Christmas, the pre production period of the upstream chip factory LED TV backlight in 3 months ago, usually fall in the second quarter shipments season, so the third quarter is usually the day before the industry off-season, EPISTAR chairman Li Bingjie alleged that since the previous customers worry off the lighting demand will crowd out TV backlighting demand present situation of production capacity, repeat orders, customer orders in September due to frozen, declared industry will enter into the off-season.

Although the light emitting diode (LED) industry heavyweights in the second half economic release warning, but the downstream packaging factory pointed out that the second half will be thin under the trend of fertilizer, including billion light, East Bay and Ronda, Wang Qi so that the second half performance is expected to continue brisk.

Donper pointed out that the downstream angle is different, the main products and regional individual companies have different performance, not necessarily synchronous, East Bay stressed that the current order seems, in addition to the fourth season back into the traditional off-season, mobile phone backlight and lighting needs is very good, enough to fill the gap of TV decline, as a whole, from August to September orders is to continue to climb. Third quarter revenue or monthly revenue will have the opportunity to a new high, from the existing order forecast, the fourth quarter may maintain at least third season season level.

Donper believes crystal power situation should be individual status of the company, such as CREE, OSRAM and other international big client second season to get chips, repeat orders; in addition, China, mobile phone backlight order is not good at present, mainly due to the iPhone 6 listed before the wait-and-see atmosphere, is expected in the fourth quarter of the backlight market will be back to temperature, by the time the market than expected crystal electric.

East Bay has said that the visibility of orders in the fourth quarter, the proportion of revenues accounted for more than 30% lighting; in addition, used in backlight products hand-held mobile communications, due to the high performing color gamut products by customers, the third quarter orders full, this quarter monthly revenue is expected to go up.

Ye Yinfu, chairman of the board of light, said the recent upper reaches of the season is just a small adjustment, not a long-term problem in the industry, he stressed that the second half of the LED industry is good, billion light 8, September revenue will hit a new high. Crystal electricity is an individual customer factors, the overall LED industry and no repair.

Ye Yinfu said, the second half of the LED industry "pretty good", the second half of the LED lighting is the peak season, just need to adjust the backlight for one or two months, is expected in September, with the Chinese New Year China distribution demand rose.

For more information about LED, please click on China LED network or pay attention to WeChat public account (cnledw2013).