The panel needs is bad, LED by depreciation pressure grain, cause epitaxial factory July revenue decline, even forced out general workers to take a vacation, news, etc. Legal person estimate the LED industry this season is not busy season, revenue growth could range in singly. Crystal electricity (2448) clarify points out, August order status and July quite, capacity utilization fell to 70% from 80% to.
The ladies round (3061) although capacity utilization was still in 80% to 90% of the level, but because the depreciation pressure big, cause revenue decline.
By market demand LED backlighting as expected effect, LED factory July revenue common recession, capacity utilization was also come down, the market so spread epitaxy wafer electricity, etc required the news of the workers to take a vacation, a factory. To this, the crystal electricity says, because at present industry was ailing demand, the company except strengthen staff education training and diligence process outside, also please employees with good use the labor standards law give employee of the special leave.
For industry status, crystal electricity to the market demand, especially bad really LCD TV, hand action consumer electronics device sluggish demand at present, the main key lies in the observation consumer confidence reply of time. Crystal electricity July revenue fell to 1.458 billion yuan, a 15.7% less a month before, crystal electricity 7, in August of capacity utilization also from season 2 of carrying level fell to 70% from 80% to, crystal electric said that at present market demand is still low visibility in August, the order status and July quite, September order is not clear.
The ladies round July income 335 million yuan, a one month before the recession 5.9%. The ladies, the market demand look round points out that was flat, but because the brightness of the market requirements specification ascension, yield is affected, and depreciation pressure big, so products cause revenue decline.
Because August is the key performance in the second half of the season, but until now, did not see the need to ascend, meet the list is still weak, legal person pointed out that, plus the price of the factory from South Korea LED competition, we estimate to season 3 LED industry revenue growth JiZeng rates may only singly. The fourth season will enter the industry next season, the market is expected to restart operations LED industry kinetic energy, I'm afraid I can only hope that the New Year.
