The LED industry entered the peak season in the second quarter, but due to the lack of growth in TV demand, the lighting profit margin was low, resulting in less demand in the peak season. Last year, the upstream plant crystal power and the new century fell into serious losses, leaving only the package company to maintain profit. Even the 2015 profit from Japan’s LED manufacturer Nichia was lower than the previous year.
Relevant data show that last year's various specifications of the grain, the average price decline rate of up to 40%, has been rare for a long time, crystal power, the new century was affected by China's overcapacity, global price plunged, last year's profit diving, crystal power loss per share 2.81 In the Yuan and New Century, the loss per share was 5.27 yuan.
The big loss in the new century last year was mainly due to two one-time impairments, including the elimination of old machines and the sale of inventory. The company said that this year's new international large-scale chip-making foundry business will also push CSP (wafer-level packaging), focusing on high value-added lights and commercial lighting market, and the second quarter operation can be slightly warmed up.
The packaging factory Everlight still sat firmly in profit last year, with a post-tax earnings of 4.27 yuan per share, a 16% decrease from the previous year's 5.12 yuan. In the case of poor backlight demand, Everlight's first quarter lighting revenue share has surpassed the backlight, this year will invest more resources in the lighting, automotive and UV markets, the new copper mines in the second quarter of the fastest installed base, but the real contribution The revenue is 2017.
The legal person said that the second season is a traditional peak season. In the past, there was a seasonal effect of the new TV market, but this year's strength was obviously weakened, making the backlight orders of the packaging factory mostly short or urgent.
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