Taiwan's LED upstream manufacturers full capacity in the second quarter into the peak season
The LED factory will announce its revenue in March this week, and all factories will start to increase their temperature. A few operators will expect a record high in March. Since April, the strong growth momentum of operations has become a common phenomenon.
Li Bingjie, chairman of Jingdian, said that the output orders of Jingdian in March and April this year have been full, compared with the capacity utilization rate of only 70% in February, which has greatly improved, and the price of the second season of sapphire substrate will gradually decline. The situation in the second quarter was significantly better than the first season.
The director of the company also said that Yangzhou Yangyang Optoelectronics Co., Ltd., which is investing in the investment, will be mass-produced in the second quarter of this year, and the new LED lighting assembly business will start to be launched, and Mitsui & Co., Ltd., one of the Japanese comprehensive trading companies, will be launched. Strategic cooperation, the second quarter gradually showed benefits. The main shipping pipeline will include Mitsui's channel business, as well as Mitsui's investment in the display or lighting business, which will help the second quarter's performance rebound.
As for the price of LED chips, Yu Yuan believes that Japan's demand for LED lighting will rise sharply after the strong earthquake. It is expected that the price of LED die prices will not fall in the second quarter of this year. In contrast, the price of sapphire substrates has been lowered in March. To the $25, there will be a slight decline in the second quarter. Due to the decline in raw material costs, it is expected to be positive for the profitability of the second quarter.
In the second quarter of the Thai Valley, it is expected to receive a large blessing of Korean orders. The market expects that the second quarter revenue of the Thai Valley will have a chance to rush to 800 million to 900 million yuan, and the quarterly growth rate will be 30% to 40%. Season new high.
In the second quarter of the new century, LED TV backlights, outdoor billboards and LED lighting all went hand in hand. In the second quarter, high growth momentum was launched. The new century plans to significantly expand production capacity by at least 50% this year, and has the opportunity to become the strongest growth kinetic. LED epitaxial factory.
Dongbei estimates that in March, driven by the rising demand for new products for backlight customers, shipments are expected to gradually increase in volume, and revenue will grow month by month.
It is estimated that shipments in the first quarter of this year are expected to grow by 40% compared with the fourth quarter of last year. In the second quarter, under the peak season effect, the quarterly growth rate is expected to be more than 30%.
Everlight internally estimates that in the industry's peak season and the stability of the exchange rate, the second quarter of this year's results will have a chance to increase by at least 20%, and the gross profit margin is expected to rise simultaneously.
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