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LED Lighting Market Gradually Dawns

LED industry appears dawn of this year, under the lighting and backlighting sync better, appear more orderly pace of expansion downstream LED plant this year, Epistar, Everlight, Ronda, Wang Qi had varying degrees of expansion plans, under revenue is expected to inject half. This year four yuan Epistar LED, blue LED synchronized expansion, quaternary red LED high brightness LED due to high demand, Epistar has taken over the far-mao photovoltaic plant carried expansion, new capacity is expected in August opened, capacity increase of 10 % quaternary Epistar LED profit contribution of over 50%, which is the main source of profit, the new capacity will be out in August; another blue LED in addition to new machines, also won through convertible Formosa Epitaxy monthly production capacity of 350,000 epitaxy, the third quarter began, Formosa Epitaxy will foundry for Epistar, Formosa epitaxy revenue target set at 7.5 billion yuan (about 1.55 billion yuan RMB). Everlight mine expansion cautiously past year, promising LED lighting, backlighting demand expansion willingness to increase substantially over the past capital expenditures; billion light in the second quarter utilization rate reached 90% in the second half to establish expansion route, Everlight monthly production capacity this year point four billion, higher than the previous year expansion ambitions. As Ronda will also open up the bottleneck downstream packaging segment, Lunda plan will SMD package production capacity to 1.4 billion, the production capacity to enhance the rate of 40%, out of production capacity in the season, there is a certain degree of revenue inject; Lunda 6 monthly revenue hit a record high in the third quarter benefited carve out new products, increase revenue look. Wang Qi surge last quarter pretax profit this year, although optimistic about the market demand, but do not take a substantial expansion of high-level route, only by enhancing production efficiency, small amplitude new machine ways to increase production, revenues for the third quarter due to demand rising, is expected to grow over the previous quarter, production capacity will maintain full.

    
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