Taiwan stock prices are not affected by the impact of August LED results to the outside world, bright blind"

Yesterday (21), Taiwan LED shares fell from the bottom. This Taiwan LED manufacturer Liteon, Everlight, East Bay, a chorus of innocence, to clarify has not received a notice to raise tariffs, and the LED factory in mainland China there are many factories can supply, even higher tariffs are not affected. And stressed that the August performance is expected to be a bright eye.

Billion light manufacturing department general manager Liu Bangyan said, LED TV backlight in August 7, demand fell slightly in September, mainland customers pull goods driven by market rebound. He said the results are expected to be high in August, third quarter profit will be better than the second quarter.

East Bay chairman Wu Qinghui bluntly: LED ethnic group was wrongly killed, East Bay 8, September results will make the outside world as one of the eyes. Wu Qinghui stressed that the mainland is not on the import of LED levy tariffs, and the Taiwan area every LED plant in the mainland set up factories, unaffected.

Market refers to the view of the second half of the electricity market is becoming one of the reasons for the disk. EPISTAR pointed out, TV backlight face a seasonal correction in previous years, but LED lighting is still strong, is expected to complement the TV backlight decline, the average Q3 utilization rate will remain high.

Analysis of TV crystal electric market season cycle, annual TV factory in 3 to June will be enough to buy the required LED, so the second quarter is the peak of procurement, until September to restart the Christmas New LED buying off the replenishment tide, the third quarter of the second quarter compared to the TV backlight is relatively short, normal season of the off-season, this year is no exception.

From the beginning of July TV backlight started down the amendment, but in July LED lighting demand is still strong, make up for the TV backlight decline, revenue performance is not bad, crystal electric current estimation, TV backlight revenue of about 25 to 30%, in the off-season seasonal cycle, the hope can through the LED lighting supply, third quarter utilization to maintain a fixed rate of high-grade.

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