Comments on the revenue of the hottest led enterpr

In the second quarter, the total revenue of eight LED chip enterprises in Taiwan increased by 3.84% year-on-year and 10.38% month on month due to the good performance and light quality of composite materials to NT $9.764 billion (about RMB 2. Industry insiders generally believe that 170million yuan); The total revenue of the nine LED packaging enterprises was 14.651 billion new Taiwan dollars (about 3.256 billion yuan), a year-on-year decrease of 13.15% and a month on month decrease of 0.9%. In June alone, the total revenue of eight LED chip enterprises in Taiwan was 3.279 billion new Taiwan dollars (about 729 million yuan), an increase of 3.69% year-on-year and 1.02% month on month; The total revenue of nine LED packaging enterprises was NT $4.97 billion (about 1.105 billion yuan), a year-on-year decrease of 12.59% and a month on month increase of 1.72%

in the second quarter of 2017 and the latest single month in June, the revenue of eight LED chip enterprises in Taiwan increased slightly year-on-year, mainly benefiting from the year-on-year growth of the revenue of Jingdian and Huashang. Jingdian said that the higher than expected growth of Q2 company's revenue was mainly due to the company's blue LED products and quaternion LED products maintaining a high growth rate of shipments. Among them, Blu ray LED products benefit from the expansion of mainland packaging plants and contribute the most to revenue. At present, LED is still in short supply, so we can look at the revenue outlook in the second half of the year with relative optimism

what do you think of the LED chip industry in the second half of the year? Crystal power gave optimistic guidance: this year's expanded production capacity mainly comes from San'an optoelectronics, Huacan optoelectronics and Aoyang Shunchang, and the production capacity is concentrated in the second to third quarters. The market may have worried that the newly invested production capacity will exert pressure on the supply-demand relationship of the industry; However, according to the latest production expansion progress, some chip manufacturers began to import domestic MOCVD equipment in order to win government subsidies this year. Mainland equipment manufacturers lack experience, and it takes three to six months for machines to be installed and upgraded to an appropriate yield. It is expected that the pressure of new production capacity will continue after the fourth quarter of this year, and the industry supply-demand relationship is still optimistic in the second half of this year

pingkuang group hopes to wait for more government support

after the reshuffle of the LED chip industry in recent years, the production capacity of small factories gradually withdrew, and leading enterprises emerged. If the production is expanded as planned, the LED chip production capacity of the mainland will account for more than 50% of the world by the end of 2017. It is expected that the global market share of San'an optoelectronics and Huacan optoelectronics will rise to 22% and 13%, ranking first and second in the world. In addition, San'an optoelectronics actively plans new businesses of microled, gallium arsenide and gallium nitride, and Huacan optoelectronics actively plans new businesses of MEMS. The new LED chip leading new businesses will break through the ceiling and open a new market space