Panel factory inventory hit LED plant suffer

In lighting and backlighting demand driven, the original LED manufacturers for the season third quarter outlook is quite optimistic, are estimated revenue is expected to continue rising, but by the panel manufacturers began to hit stock drag, since July, a panel of LED customers under a single volume started to shrink, the expected revenue accounted for relatively high backlight manufacturers, third as previously estimated quarter revenues may not be optimistic.

The panel factory in the third quarter boom tends to be conservative, the order is to reduce the problems of terrorism spread to the upstream LED factory, it is understood that this wave of LED to reduce the panel factory purchasing Korean, again is part of the China factory, is considered legal, Korean backlight accounted for a larger proportion of revenues of the LED manufacturers, may third season camp the influence of accepting large.

Crystal electricity frankly, some customers do not have the amount of orders, but still greater than the capacity of the order, which will be part of the other customer orders to make up, so does not affect the overall revenue performance.

The upstream epitaxial manufacturer canyuan pointed out that canyuan influence by panel factory hit the inventory is good, is the main cause of customers are changing the LED grain size, after the fourth quarter, the new specifications of LED products is expected to start shipping; plus the second half lighting needs to rise further, the current order status are also good, canyuan monthly revenue growth momentum is expected to continue.

Taigu photoelectric analysis, at present the third quarter orders no problem, after all orders and capacity difference is still quite large, the current market estimates this year's global LED TV shipments of 36 million units, even LED TV shipments, only half of the remaining 18 million units, LED shipments to meet the demand and the gap. "

The East Bay (2499) Korean panel customers occupy a certain proportion, so the outside world is quite concerned about this situation in the third quarter, East Bay express, mainly in the CCFL panel factory inventory (CCFL), as for the inventory problem whether the impact of the East Bay third quarter revenue, it remains to be seen.

Legal person pointed out that the South Korean panel factory at the end of last year has changed a specification, now South Korea from July to August, while manufacturers also market during the grain products update unknown LED next generation, estimated in September new product launch, LED vendor revenue is expected to regain momentum.

Although the crystal power, canyuan has not yet announced revenue, corporate estimates EPISTAR, canyuan July revenue is expected to more than June revenue growth, continued high; yesterday (4) day Dingyuan (2426), I-Chiun (2486), Wang Qi (6168) announced in July revenue, revenue have a record high.

Huaxing (6164) July consolidated revenues of 169 million yuan, 164 million yuan more than in June slightly higher reduction of innovation, Huaxing pointed out that due to low temperature lighting customers third quarter into the traditional off-season, so the estimated third quarter revenue will be reduced by about 10% compared with the second quarter.