Taiwan's LED upstream factory demand strong in March to fully recover

LED special lighting applications increased and the demand for backlights was strong, so that the LED epitaxial plant's revenue in March was fully taken off, and LED upstream could be said to be a comprehensive recovery. Jingdian's revenue in March was far better than market expectations, and it had the opportunity to rush to NT$900 million. In the new century, orders for the Shanghai World Expo began to ship, and monthly revenues grew by more than 40%. Yuanyuan is also expected to rise back to more than 100 million yuan, with a monthly growth rate of 50%.

The demand for mobile phones in the cottage is strong, and the orders for crystal power are booming. Shipments in March exceeded 950 million yuan, and it is estimated that the monthly revenue will be 900 million yuan, which is better than the original estimate of 850 million yuan. In April, Jingdian’s revenue was determined to be stable at 900 million yuan, which is expected to reach the quarterly level. The gross profit in the second quarter is expected to rise further and the performance is bright.

Benefiting from the Shanghai World Expo? 窆禾 ED billboards and entering the LED lighting system, the new century also estimated that the March revenue is about 85-90 million yuan, and the revenue in April will return 90 million to 100 million yuan. Performance was also better than expected.

Benefiting from the mainland's home appliances to the countryside policy and Samsung LCDTV shipments, Yuyuan is better than market expectations. Initial estimates for March revenue are expected to grow 50% from February, and monthly revenues will surge to more than 100 million yuan. Since the second quarter, shipments of NB and TV have gradually increased. It is estimated that the revenue in April is expected to be better than the March level, and the revenue is also growing month by month.

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