UBS Securities issued the latest LED research report, indicating that maintaining a positive view on the demand for LED Blu-ray TV. As the upstream LED factory's revenue increased by 0.3% in January, the monthly revenue reduction trend in January has slowed down. Demand for Blu-ray TV will increase in March, mainly due to inventory replenishment and the launch of new LED TVs. It is estimated that Taiwan LED factory revenue is expected to increase by 15-20% in March, Taiwan LED group is optimistic about crystal power better than 100 million Light.
UBS Securities believes that in addition to the demand from Korean customers, it is also expected that Chi Mei and China's TV manufacturers will have good demand. It is estimated that the Taiwan LED factory's revenue will decrease slightly in February, but the revenue will strengthen in March. It is expected to increase by 15-20%.
UBS Securities said that the gross profit of Taiwanese LED manufacturers was weak in the fourth quarter of last year, but the downward trend in the first quarter of this year is expected to stabilize and will start to recover in the second quarter, mainly due to increased capacity utilization and sapphire substrates ( Sapphire Substrate ) The price may be lower.
UBS Securities believes that Taiwan's LED stocks are optimistic that Jingdian is better than Everlight. Since crystal power has a deep layout in China and its technical capabilities can reduce costs, it is expected that crystal power will stand in a better position to benefit short-term LEDs. Orders for Blu-ray TV and general lighting recovered.
UBS Securities believes that in addition to the demand from Korean customers, it is also expected that Chi Mei and China's TV manufacturers will have good demand. It is estimated that the Taiwan LED factory's revenue will decrease slightly in February, but the revenue will strengthen in March. It is expected to increase by 15-20%.
UBS Securities said that the gross profit of Taiwanese LED manufacturers was weak in the fourth quarter of last year, but the downward trend in the first quarter of this year is expected to stabilize and will start to recover in the second quarter, mainly due to increased capacity utilization and sapphire substrates ( Sapphire Substrate ) The price may be lower.
UBS Securities believes that Taiwan's LED stocks are optimistic that Jingdian is better than Everlight. Since crystal power has a deep layout in China and its technical capabilities can reduce costs, it is expected that crystal power will stand in a better position to benefit short-term LEDs. Orders for Blu-ray TV and general lighting recovered.
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