Weak demand, Taiwan LED factory Q2 performance is bleak

According to Taiwan media reports, LED lighting and backlights were weak in the second quarter, LED factory's second quarter results were bleak, coupled with Taiwan stocks tumbled, LED chip factory - Jingdian yesterday's intraday trading price was hit to the daily limit, in order to restore the stock price It hit a new low since February 27, 2009. Suihong and others also fell to the same limit. Dongbei, Lunda, and Huaxing all fell more than 5% in intraday trading, hitting a recent low stock price.

In the second quarter of this year, the European and American lighting manufacturer Philips low-priced inventory, triggering a new wave of LED lighting price hikes, coupled with weak backlight demand, LED industry's second quarter performance is generally not as expected, Jingdian consolidated revenue in June was 1.917 billion Yuan (New Taiwan dollar, the same below), down 15.51% from May, down 32.01% from the same month last year; consolidated revenue from January to June was 13.415 billion yuan, down 6.62% from the same period last year, due to poor revenue performance Jia, Jingdian's share price was hit to the daily limit today, in order to restore the stock price, hitting a new low since February 27, 2009.

Ronda was slowed by IT application backlight market demand and price decline in June. The consolidated revenue in June was 1.19 billion yuan, a slight decline from May. The cumulative second quarter consolidated revenue was 3.6 billion yuan, which was higher than the first quarter. 2.8%; accumulated revenue for the first half of the year was 7.102 billion yuan, up 1.24% over the same period last year.

Huaxing was affected by weak demand for low-temperature lighting. The consolidated revenue in June was 140 million yuan, down 17.16% from May. The cumulative revenue from January to June was 854 million yuan, up 1.37% from the same period last year.

Compared with the decline in revenue of most LED factories in June, Yiguang's consolidated revenue in June was 2.428 billion yuan, up 10.36% from May, but down 4.08% from the same month last year. The cumulative revenue from January to June was 14.299 billion. Yuan, up 2.74% over the same period last year.

However, after the second quarter of the price competition, LED lighting prices are expected to stabilize in the short term, Crystal Power Chairman Li Bingjie is not bearish on the performance of the second half, Li Bingjie said that in the second half of the year, the crystal power single plant has the opportunity to be fully loaded, hoping for the third The quarter has won the first quarter and the second quarter. In the past half year, the operation was about 45:55. It is estimated that the situation will be the same this year.

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The base plate has chamfered entry/exit ramps to facilitate smooth drive-on/drive-off of the spring loaded collector.

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