Market rumors that Samsung Electronics will reduce the led TV shipment forecast, LED chip supply surplus concerns widened, Macquarie Securities on the 6th cut global LED chip stocks evaluation, etc., among which the Taiwan stock index of the crystal power investment rating fell to "inferior In the broader market, Macquarie suggested adjusting the holdings after the short-term profit release.
According to reports, Samsung's LED shipment forecast rumors have made the LED group a weak indicator in the near future. Macquarie believes that although the LED chip industry supply and demand growth has signs of improvement, but the capacity increase is too fast, so that the imbalance between supply and demand may occur earlier than the expected 2011, causing price pressure. Macquarie will next observe how suppliers can reduce production.
At the same time as Macquarie’s bearishness, Morgan Stanley and Credit Suisse also expressed their views on the 6th, indicating that there is no problem in the third quarter of the industry fundamentals. Morgan Stanley Technology analyst Shi Xiaojuan said that LED manufacturers are expected to continue to grow monthly revenue, the third quarter revenue growth rate of 10-15%.
Credit Suisse pointed out that the proportion of revenue of Jingdian TV's major customers is still less than 10%. It is estimated that the production capacity in the third quarter will still be in short supply; Yiguang has not yet entered the Samsung supply chain, and its impact is limited. Credit Suisse believes that if the price of Jingdian and Yiguang is pulled back, it is still a good buy point.
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