LED lighting industry in 2014 ushered in the thriving atmosphere, according to the latest report of foreign securities at Morgan Stanley pointed out , LED lighting demand will be to lead Taiwan Everlight LED packaging factory in 2014 to grow the key. Everlight 2014 revenue target lighting accounted for 30% , Morgan Stanley Securities estimates billion light illumination operations will be doubled by 2014 , but Morgan Stanley Securities also noted that the stock situation million lighting products increased status still need to pay close attention.
According to Morgan Stanley Securities statistics , Everlight 2013 benefited from a street light standard case and lower operating subsidiary WOFI inject the growth momentum in the second half of 2013 the share price is better than the overall performance of up to 29% of the Taiwan stock market , however , Morgan Stanley Lee said in a report , according to the current price of the stock point of view is not the time to recover .
Morgan Stanley Securities, said , LED lighting in 2014 continued to play a billion light growth engine , according to Everlight internal statistics , in 2013 the proportion of revenue from the fourth quarter of lighting has been increased to 25% , the proportion of full-year revenue is expected in 2014 will reach more than 30% , therefore , Morgan Stanley securities estimates billion light illumination operations will be doubled in 2014 compared to 2013 , while the traditional SMD product line in mid- 2014 the growth rate will be only 5% .
Meanwhile, Morgan Stanley Securities also point out the inventory level to move up the situation , according to the analysis , compared to the same period in the third quarter of 2012 of NT $ 1.7 billion (below ) , Everlight third quarter of 2013 inventory level about 27 million to the new high level , the soaring inventory levels should reflect the proportion of revenues pulled its lighting conditions, especially inventory levels and lighting product portfolio correlation of 92%.
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