LED lighting demand rises, Taiju photoelectric revenue gradually recovers

Recently, Taifeng's subsidiary, Taiju Optoelectronics, which produces LED sapphire single crystal, earned NT$58.62 million in March, maintaining its level in February. In April, it is expected to reach a further level of 60 million, and in May and June there is also a chance to rise steadily.

Judging from the order status of Taiju Optoelectronics, the revenue in March failed to continue to surge. Some of them were considered by the customers to consider the quarter-end inventory factor, which required the delay of the shipping schedule, and some shipment effects were deferred to April. As a result, the company's revenue in April will pick up. Yuefeng also bluntly said that the order visibility of Taiju Optoelectronics is much better than that of the second half of last year. The overall demand has obvious rewarming, and the biggest kinetic energy comes from lighting demand.

Yuefeng also analyzed, in fact, LED backlight market has a slight increase in temperature, but the overall growth is not as big as the increase in lighting, due to the official take-off of the lighting market, including the nuclear power plant problem after the 311 strong earthquake in Japan, the public's awareness of energy conservation is high Drive local LED lighting business opportunities.

At the beginning, Taiju Optoelectronics' orders mainly came from domestic slicer customers, and now it has gradually expanded its reach to Japan, South Korea and North America. In particular, the company successfully developed a 120 kg grade crystal growth furnace at the end of last year, laying the company's position as a supplier of large-size products worldwide, and related orders have also warmed up.

Yuefeng pointed out that the order of Taiju Optoelectronics is still slowly recovering. Although the growth rate in a single month will not increase significantly, the market conditions have indeed slowly bottomed out and returned to the track of demand growth, and the overall order visibility. I have seen June.

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