The global economy has been deepening in recent days, and the LED industry may not be booming in the peak season. Since July, Taiwan's LED companies' orders are still full, but the mainland's LED idle capacity is still large. Research institutions and foreign investors have turned their views on demand, and LEDs still seem to have variables in the second half of the year.
In June, Taiwan's LED listed companies handed over good transcripts, including Jingdian, Yiguang, Longda, Dongbei and Yuyuan, all of which have been growing for five consecutive months. As the capacity utilization rate is fully loaded, the market estimates that the second quarter gross profit margin of the company will be 22%. The profit in the single quarter will be NT$500 million, which will have the opportunity to make up the loss in the first quarter. There is also a chance to turn profit, and order visibility is also seen in September.
Jingdian said that the production capacity is still full in July, but some low-power small-size products have a slightly weaker pull. Due to the poor gross profit of low-power products, there are still gaps in orders and shipments of high-power products. Adjusting the product mix and increasing the proportion of high-power products is positive for gross margin. Yan Yuan also pointed out that the demand for backlight and lighting will be better in the third quarter than in the second quarter, with no signs of improvement.
The mainland LED companies have previously purchased MOCVD machines in a big way, and recently saw a slightly stable market situation, and production capacity has been opened. Some research institutions believe that the demand for the terminal market in the second half of the year will be affected by the storm of the European debt, which is not optimistic, and may even face a crisis of once again the peak season. Some securities institutions said that due to the increased risk of the environment, the demand for panel in the third quarter was weak, which led to the impact of LED backlight applications. Although the situation in the third quarter of this year may not be as severe as in 2011, the overall LED population's second quarter revenue is still the same as last year. It is negative growth, showing that LED recovery is indeed slower than expected.
In June, Taiwan's LED listed companies handed over good transcripts, including Jingdian, Yiguang, Longda, Dongbei and Yuyuan, all of which have been growing for five consecutive months. As the capacity utilization rate is fully loaded, the market estimates that the second quarter gross profit margin of the company will be 22%. The profit in the single quarter will be NT$500 million, which will have the opportunity to make up the loss in the first quarter. There is also a chance to turn profit, and order visibility is also seen in September.
Jingdian said that the production capacity is still full in July, but some low-power small-size products have a slightly weaker pull. Due to the poor gross profit of low-power products, there are still gaps in orders and shipments of high-power products. Adjusting the product mix and increasing the proportion of high-power products is positive for gross margin. Yan Yuan also pointed out that the demand for backlight and lighting will be better in the third quarter than in the second quarter, with no signs of improvement.
The mainland LED companies have previously purchased MOCVD machines in a big way, and recently saw a slightly stable market situation, and production capacity has been opened. Some research institutions believe that the demand for the terminal market in the second half of the year will be affected by the storm of the European debt, which is not optimistic, and may even face a crisis of once again the peak season. Some securities institutions said that due to the increased risk of the environment, the demand for panel in the third quarter was weak, which led to the impact of LED backlight applications. Although the situation in the third quarter of this year may not be as severe as in 2011, the overall LED population's second quarter revenue is still the same as last year. It is negative growth, showing that LED recovery is indeed slower than expected.
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