Taiwan's LED giant talks about the good and bad of the follow-up boom

The LED industry is a major focus for 2012, including Jing Bing Li Bingjie, Yiguang Yefu, Longda Su Feng and Zhang Yuanfeng, and other board chairman Liu Ping, who have expressed their views on the follow-up economy, including Li Bingjie alone exclusion The meeting raised a warning about the demand in September and caused market attention.

Li Bingjie proposed that the demand in September should be wait-and-see, and because the European market is unstable, it is also worried about the performance of the industrial season in August. As of the fourth quarter, it is still not clear.

However, the leading faucet factory, Yiguang Dongzai Yefu, maintained a good view in the second half of the year from the first half of the previous year on the (19th) day; Lunda Dongzuo’s peak is still considered the peak season of the third quarter, but it also admitted that the fourth quarter unclear. In the optimistic opinion of Mr. Zhaiyuan Dong Zuojian, the new customers from the land-based panel joined the strong customer demand in the third quarter.

Li Bingjie pointed out that in the second quarter of this year, the rapid recovery of the LED under the Olympic Games and European Cup demand led to the third quarter, the demand is no concern in July, but August is the end of the international TV brand season, this time will begin Down, or is it the peak season of continuous peak season? Due to the European debt crisis affecting the European market demand, it remains to be seen, but September is more dangerous to worry about.

He further pointed out that the key to LED demand in September this year is the mainland backlight market, because lighting in September this year is still very difficult to take the key support for revenue. Due to the inventory doubts in the mainland TV market, we are currently looking at the weaker demand in September, which is not very clear. We can only observe whether we can see the benefits of the 11 holidays and the Lunar New Year distribution in next year.

Ye Xiefu's views on the third season's peak season remain unchanged, but he maintains a conservative view on growth. He emphasized that the third quarter is "even better," but in the whole year, the second half will be better than the first half. Ye Xifu said that the demand for TV backlighting due to the design relationship, ASP decline, reflecting the growth momentum of growth in revenue, lighting will play a key growth product in the third quarter, so it is now strongly promoting the LED lighting brand market.

Su Fengzheng pointed out that TV backlighting has a distinctly slack season. In the third quarter of this year, it is expected to benefit from the increase in penetration rate. Even if it turns slow, there is still a certain demand for momentum. However, the growth rate will be more and more in peak season. Slow down.

Jian Fengren was the most optimistic person in the 4th LED Dongzao for the 3rd quarter of the season yesterday. He pointed out that in order to look at the situation, landline panel customers are new orders, so the new single benefit will be In the traditional peak season of 3 quarters, the performance was significant, plus the mainland's energy-saving home appliance subsidies. Currently, the customer orders for stocks are positive in the third quarter. However, Jian Fengren also said that the difficulty of the current season is that the ASP (average unit price) has made revenue growth worse than the growth of shipments.