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LED industry ahead of the coming season upstream chip maximum flexibility

Writer:Securities TimesSource:Securities Times Number of visits: Date:2014-06-09

------ Recent decline is the pre-dawn darkness of the bull market in the third quarter

[REVIEW] Taiwanese LED manufacturers announced a number of sales data show that in the backlight, lighting and other products of strong demand, Feb. industry is not short off-season, there are early into the season's trends. Prospects in the industry, the biggest chip corporate performance flexibility. Analysis that can continue to focus on the A-share related to the subject, such as the three safety optoelectronics, HC SemiTek.

Taiwan LED manufacturers announced a number of sales data show that in backlight, lighting and other products of strong demand, the industry is not short off in February with early into the season's trends; which leading chip Epistar lighting orders due exuberant, February revenues Central contrarian growth of nearly 5 percent over January, hit a new high calendar year; based on outstanding performance, Credit Suisse and Morgan Stanley have raised earnings forecasts.

Taiwan's LED industry chain from the recent performance, the upstream chip corporate revenue growth generally exceeded midstream package. In this regard, UBS Securities report said that last year the proportion has dropped to an oversupply of LED chips 15%, only 4% is expected this year, supply is relatively tight. Prospects in the industry, the biggest chip corporate performance flexibility. Analysis that can continue to focus on the A-share related to the subject, such as the three safety optoelectronics, HC SemiTek.

TypeInfo: Industry news

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