As the world's major LED production, China's Taiwan region LED factory revenue has gradually entered the peak season, on the whole is a stable increase in momentum, but the difference between packaging factory and crystal-lei plant has different.

Demand for flat packaging factory, looking forward to season Elevated

Now look at the entire 4 to May on the LED market demand for a more moderate package, the overall May sales momentum is not strong, in June because of revenue will have the opportunity to enter the traditional peak season and slowly Elevated, but the kinetic energy University Pro-Vice-upgrade Still looking forward to the third quarter, is expected in 08 second-quarter revenue of packaging factory pick-up rate of about 5 to 10 percent.

Billion-June start shipping backlight NB:-billion, in April on revenue of 945 million Taiwan dollars, in line with expectations. And May orders in hand although up to 10 billion dollars, but because some customers to amend specifications, the estimated revenue remained at 960 million U.S. from top to bottom. June NB backlight shipping, and shipping with the NB manufacturers, estimated monthly shipments amounted to 1 KK, revenue will exceed 1 billion U.S., resulting in 08 second-quarter total revenue growth of 6.6% , Amounted to 2.93 billion U.S.. The margin of the product line due to the higher proportion of the Christmas Lights, gross margins will decline slightly to 28.6 percent, but because of crystal, to the investment implications, as well as higher gross margins NB backlight shipments, the rebound in demand for mobile phone backlight, Billion-Gross margin is conducive to upgrading.

Bai Che-hung lower-than-expected revenue in April: Bai Che-hung lower-than-expected revenue in April, 323 million yuan for the NT dollar, lower than the previous forecast of 3.8 to the industry 390 million U.S.. Bai Che-hung for the SMD portfolio of 45%, Lamp and Display of 25 per cent, 28 per cent of the infrared, the main revenue fell from the Lamp, display and infrared, Bai Che-hung is expected to be May revenue rose to 3.6 to 380 million yuan , 08 second-quarter revenue growth of 15.6 percent to 1.1 billion Taiwan dollars, gross margin rose to 21.5 percent.

East Pui earnings will gradually improve: East Pui 08 second-quarter earnings will gradually improve, first-quarter revenue of 826 million yuan NT, the gross margin due to depreciation of the NT dollar and falling prices, fell to 12.3 percent; 292 million yuan on revenue of NT, the current market conditions observed in May and April similar forecast in May on revenue of 295 million yuan at 2.9 to NT, 08 second-quarter forecast for revenue of 890 million yuan. Of the gross profit margin will rise slightly to 13.5%. The current capacity of the East Pui SMD 100 KK, infrared for 60 KK, the second half will depend on demand forecast to expand capacity for 30 ~ 50 KK.

Crystal Lei factory slowly warming, NB-propelled season momentum

The second quarter of the first half of the LED industry as a whole due to the lower reaches of applications is still a traditional low season, the demand is strong or weak situation different. Now look at the 7-inch backlit related demand for continuation of the trend of strong first quarter, cell phone backlight part, although the mainland market in three to four months to cover the needs of inventory, but a number of international manufacturers of mobile phone demand remains relatively weak. But the current higher-power applications such as chip and high-brightness 4 yuan demand for chips, have begun to rebound, so the overall LED market is slowly warming trend, and also because of this, the second-quarter revenue LED epitaxial plant is also Slowly warming, and as time close to the third quarter, applications into the traditional peak season, and because of NB penetration will be significant growth in the third quarter, 08 third-quarter forecast LED epitaxial vendor revenue momentum Will be more significant, the overall market worth looking forward to season. Crystal Lei representative on the plant in terms of:

Crystal electric power and ultra-high-brightness chip orders rebound: Crystal, April revenues of NT 1.055 billion yuan, better than the prior forecast of 9.8 to 1 billion Taiwan dollars, mainly 7-inch single backlight urgency. May orders have now saturated, is expected revenue of 1.1 billion yuan. As power-chip and high brightness, such as orders rebound in demand, although the larger number of phone orders remained weak, but 4 to May kinetic energy as a whole better-than-expected revenue, is expected to Crystal, 08 second-quarter revenue of 32.3 Billion NT. Gross margin part of the product mix continued to improve, will rise to 24.5 percent. Crystal, the company said that at present, the downstream manufacturers optimistic about the outlook for the third quarter, research institutions and international cell phone use is expected orders will be marked the first quarter but rebounded with 1700 mcd proportion will clearly Elevated, the 08 third-quarter gross profit margin And the revenue momentum will continue to improve.

Can orders to round 7-inch backlit mainly: Can yen in April to 161 million yuan on revenue of NT, in line with the industry had expected. Now look at the visibility of orders in May than in April, still needs major orders 7-inch backlit oriented. As the mainland mobile phone backlight orders not clear Elevated, is expected Can yen in May revenue will be lower than the 1.6 to NT 165 million yuan. Can a round is expected in 08 second-quarter revenue will grow 22 percent to 507 million Taiwan dollars, because there are still margins to join the new plant production, yield more instability, coupled with the first quarter of the power-ratio more chips Higher factors, a conservative gross margin of 27% is expected.

Revenue of the new century will continue to follow Yang: the new century in April to 123 million yuan on revenue of NT, in line with forecasts, due in May will be added to join two production plant (21-Taiwan), revenue is expected to have the opportunity to continue Rose to 1.25 to 130 million U.S.. The overall estimated the new century will be the second-quarter revenue growth of 26 percent to 367 million yuan the new century, a conservative gross margin forecast to 41 percent.