LED Group rebounded strongly in March. Overall revenue is expected to increase by 30 per month

Foreign UBS Securities said that the LED group is expected to rebound strongly from March, and then the LED factory revenue will rise for two consecutive quarters, optimistic about the leading factory Jingdian, Yiguang. According to the research and adjustment agency, the prices of 40W and 60W replacement LED bulbs have been reduced by 19 and 23 respectively, and LED bulbs have been continuously reduced, which will start a new wave of demand. For example, Zumtobel, a European lighting factory, said that the revenue from LED lighting continued to grow, with Zumtobel's revenue increasing by 58 in the third quarter of last year, accounting for more than half of the total revenue, other major manufacturers such as Osram, Philips and Acuity also saw strong growth in LED lighting revenue. UBS said that the second quarter began, LED performance momentum growth, will encourage stock prices to rise. In the case of Taiwanese manufacturers, UBS is optimistic about crystal and Yiguang. Epitaxial leading Crystal season revenue forecast grows 15-20, the current capacity utilization rate is about 65. UBS estimates that Crystal's second-quarter revenue is expected to increase by 25-30, capacity utilization rate rose to 80%. As for the packaging factory Yiguang, last year's performance was excellent, revenue hit a new high, and profits are expected to hit a four-year high, challenging the net profit per share of NT $5 (The same below). The next quarter's revenue is estimated to be reduced by 5-10, the second quarter revenue will grow by 10-15. In addition, the legal person estimates that the overall revenue of the LED group in March is expected to increase by 30 per month, and the second quarter of this year is expected to increase by 15- 20, the situation of fat and thin is obvious, the downstream packaging industry is better than the chip manufacturer, including Yiguang, Lunda and rongchuang will be better than Crystal, relevant packaging manufacturers still have phase advantages under the unquantified products of new technology coated Crystal carrier plates. The legal person pointed out that LED packaging factory has been a strong leader in the recent performance. Under the blessing of major shareholders riyahua and Hon Hai, last year's earnings per share was about 1. 4 yuan, but this year due to the hot sale of Samsung S6 models, backlight orders poured in, the first quarter of this year's revenue may be reduced by 8, but the quarterly earnings per share is expected to increase by 7 to 0. 54 yuan, this year's annual earnings per share see 3. 2 yuan, the operation continues to stabilize.