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LED Q2 price changes of supply and demand tight little blue LED

March 25, according to Taiwan media reports, crystal power, chairman of Li Bingjie pointed out yesterday that the first two quarter blue LED prices changed little sustained full capacity, the current orders and production are still not a small gap. In addition, the recent rumor that Samsung revised Q2 LEDTV shipment goals, Li Bingjie noted that the first two quarter, it still faces considerable grain delivery pressure, there is no feeling there are signs of shipping down.

    Li Bingjie pointed out, the customer demand forecast for 2010 has come to the end, but not the actual orders, the customer will be month to month depending on the situation confirmed on a quarterly basis, to this stage, the customer orders are still much larger than the capacity, basically, this LED oversupply little chance. At the same time, Li Bingjie also reiterated that, LEDTV will be the LED industry, the past three years, the main driving force, three years after the impetus for economic growth came from the lighting

    As for the Samsung Q2 LEDTV outgoing shipments to amend objectives, Li Bingjie said Epistar Q2 delivery pressure remained high and did not feel the market needs change.

    In addition, the market have been rumors earlier this year by Samsung’s cutting a single crystal power, leading to overall weakness in LED groups, it is understood, mainly Samsung LED out of different specifications, and quickly found the parent company of Samsung’s import, use, Samsung’s LED-round demand for Cargo operators simultaneous adoption of the new specifications, and some of the specifications are not keeping pace with new LED factory revenue decline in the new specifications of the current industry are already in place, tension lifted, the industry is still optimistic about the first two quarter of operational performance.

    Li Bingjie pointed out that the blue LED full capacity utilization, quaternary red capacity utilization is currently only 7 into, mainly because the red light as the bulk major clients in Japan, accounting for up to 3 into, while the 1-3 month is Japanese the 4th quarter of the fiscal year coincided with the chassis manufacturer quarter points and adjust inventory levels, demand momentum is weak, expect that the first two season, with red LED demand is expected to return to temperature.

    Epistar Q4 last year, better than expected, single-quarter net profit after tax per share (EPS) reached 1.35 yuan (NT, the same below), gross margin shock impulse to 33%. Corporation noted that the current supply and demand blue LED tight, the first quarter, prices not seen a decline in the first quarter, prices have not seen two loose, gross margins have the opportunity to remain at a relatively high, promising Epistar EPS have the opportunity to challenge in the first half from 2.3 to 2.6 yuan. Crystal Electric said it expected the number of people in the industry could not comment.
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