Damco estimates that Taiwan's LED factory Q1 revenue will be reduced by 3.5% Q2 is expected to grow by 20%

Morgan Stanley Securities pointed out that Taiwan's LED industry's February revenue performance was in line with expectations, with a monthly growth of 14% and a 6% annual decrease. Under the NB inventory replenishment, display backlight orders, and new TV models, estimates are expected. Monthly capacity utilization will increase from around 70% in February to 80%, and some of them also point out that order visibility can be seen in May. Overall, the LED supply chain is expected to reduce its revenue by 3.5% in the first quarter of this year. In the case of a low base period, it is estimated that revenue in the second quarter is expected to grow by 20%.

In addition, most countries have decided to develop LED standards, and the mainland and Taiwan have been working hard to jointly develop LED design and certification. According to the industry, the mainland LED general lighting market has a compound growth rate of 39% in 2011-2015. The ZHAGA Alliance has defined specifications that will help the compatibility of external devices.

Morgan Stanley Securities stated that the quality of LED lights must also be improved. HV LED warm white solutions are superior to traditional DC LEDs in color rendering (CRI) and system performance. Among them, HV LEDs used in crystal power have been designed. And the ability to save money.

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