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Getting better, the LED industry is not as bad as you think.

Taiwan Media News On the occasion of market investors' enthusiasm for the LED industry, LED downstream packaging company Everlight Electronics announced the first quarterly report, the EPS of the single season was 1.02 yuan, and the gross profit margin was 25%, setting a new high in five seasons.

Looking forward to the second quarter, due to the rising demand for LEDs, Yiguang believes that the second season will be better than the first season. In fact, not only the billion light, the second season of the LED factory has a phenomenon of getting better.

Wu Qinghui, chairman of Dongbei Optoelectronics, said that the LED factory had a good profit in addition to Yiguang last year. Dongbei and Ronda made a small profit. The rest were losing money. It is difficult for everyone to have confidence in LED. The most urgent task this year is to make achievements for everyone to see. He personally thinks that the worst time of LED has passed, and everyone is too pessimistic.

LED indicator factory Everlight announced its first quarter earnings of NT$6.951 billion, down 7.4% quarter-on-quarter, down 3.9% from the same period last year, pre-tax surplus of NT$552 million, and NT$448 million after tax. The single-season EPS is 1.02 yuan. However, the first quarter gross profit margin of Yiguang is 25%, which is the highest in the past five seasons. The director of Yiguang said that the LED is not as bad as everyone thinks, and the demand in the second quarter has risen.

In the second quarter of the LED factory, there is indeed a phenomenon of warming up. The ternary LED production capacity of Jingyuan Optoelectronics is fully loaded. The second season of Dongbei Optoelectronics is expected to have a double-digit growth, and the order visibility is two months.

Zhang Shixian, deputy general manager and spokesperson of Jingdian, said that the demand in the second quarter is not bad. In the best quarter of recent quarters, there are more and more orders for quaternary LEDs, the production capacity is not enough, and the blue LEDs are better. Phenomenon, the capacity rate will rise by about 10%, and it can now come to 80%.

Zhang Shixian said that the current order in April seems to be better than March in both price and quality.

LED packaging factory Dongbei Optoelectronics is also gradually turning to smart lighting, the proportion of products has turned over. Dongbei Chairman Wu Qinghui said that Dongbei's current order visibility is two months, and the second season is expected to show double-digit growth.

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