Orders from the second quarter, packaging manufacturers hand still relatively full. Hon optoelec a senior told reporters, although machine to full capacity, the company orders still want to in September. In that case, packaging manufacturers in the third quarter, at least can still guarantee “have a meal”.
Lighting market hot
However, for the hot streak will continue for a long time, some industry insiders said. In June of BBS is a industry entrepreneurs said: “the outbreak of the LED lighting market a year earlier than expected, it’s really hot! But should pay attention to technology, quality, patent and standard problem, don’t alert will suffer heatstroke.”
Along with the market, the phenomenon of blind investment return, some listed companies refinancing move machine capacity expansion. Some private enterprises expansion has also follow suit, but industry “serial debt situation did not change,” small companies are prone to capital chain rupture, failures again invade industry. Light, for example, in July of this year, shenzhen, zhongshan the hao of epitaxial boss run incidents LED manufacturers.
From the listed company earnings forecast, the LED industry chain of uneven and still don’t have much to improve. This year, the lighting market fast development, the benefit of LED indoor and outdoor lighting lamps market demand rapid, frequently on the photoelectric, sunshine and rectangular illumination performance year-on-year growth, continue to maintain the momentum of steady growth.
Is affected by the industry environment, chips, encapsulation demand rapid growth, but due to factors such as prices fall further, many companies have failed to get rid of the growth is not ZengLi dilemma, HuaCan photoelectric, dried according to the photovoltaic, lehman and other companies are forecast interim results. In addition, the industry policy and the subsidies of some enterprise net profit also drops.