On January 13, the LED sector, which was lagging behind in 2014, returned strongly on Tuesday. At the close, the sector rose by an average of 3.07%. In terms of individual stocks, Huacan Optoelectronics went up, Ruifeng Optoelectronics and Zhengtong Electronics rose more than 6%, and Hongli Optoelectronics, Zhouming Technology, Qinshang Optoelectronics, and Hetai rose more than 5%.
On the news front, Taiwan's LED companies' revenues in December were released, and industry revenues rebounded from the previous month. Chip companies continued to decline year-on-year. Taiwan's eight LED chip companies (Yuanyuan, Dingyuan, Guanghong, Guanglei, Huashang, Jingdian, Taigu, New Century Optoelectronics) had a total revenue of NT$3.6 billion, down 8.5% year-on-year and 9.15% quarter-on-quarter. 9 LED packaging companies (佰鸿, Dongbei, Hongqi, Huaxing, Lizhou, Longda, Yiquan, Yiguang, Addison) combined revenue of NT$0.77 billion, up 9.76% year-on-year and 0.47% quarter-on-quarter .
Industrial Securities said that in the medium and long term, Taiwan's upstream chip factory has not expanded its production this year, and with the release of the production capacity of mainland Sanan Optoelectronics Huacan Optoelectronics (300323.SZ) and other manufacturers, the Taiwanese chip share will be reduced. This should be a trend. The gap between mainland chip makers and Taiwan is gradually narrowing, and the future share is expected to increase further. There is no downward pressure on mainland chip makers in the fourth quarter compared to the third quarter shipments.
On the news front, Taiwan's LED companies' revenues in December were released, and industry revenues rebounded from the previous month. Chip companies continued to decline year-on-year. Taiwan's eight LED chip companies (Yuanyuan, Dingyuan, Guanghong, Guanglei, Huashang, Jingdian, Taigu, New Century Optoelectronics) had a total revenue of NT$3.6 billion, down 8.5% year-on-year and 9.15% quarter-on-quarter. 9 LED packaging companies (佰鸿, Dongbei, Hongqi, Huaxing, Lizhou, Longda, Yiquan, Yiguang, Addison) combined revenue of NT$0.77 billion, up 9.76% year-on-year and 0.47% quarter-on-quarter .
Industrial Securities said that in the medium and long term, Taiwan's upstream chip factory has not expanded its production this year, and with the release of the production capacity of mainland Sanan Optoelectronics Huacan Optoelectronics (300323.SZ) and other manufacturers, the Taiwanese chip share will be reduced. This should be a trend. The gap between mainland chip makers and Taiwan is gradually narrowing, and the future share is expected to increase further. There is no downward pressure on mainland chip makers in the fourth quarter compared to the third quarter shipments.
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