LED demand put on hold in 2Q; Taiwan players profitability set to pick up in 2H

Summary：Most LED companies, regardless which segment that they are coming from, records a flat 2Q08 performance amid seasonal weakness. A rapid expansion among global LED makers in 1H08 plus a weak demand that is suppressed by a relatively high price premium upon low performance, oversupply was seen, especially when the industry is in lack of a killer application to spur demand. This explains why LED make........

Most LED companies, regardless which segment that they are coming from, records a flat 2Q08 performance amid seasonal weakness. A rapid expansion among global LED makers in 1H08 plus a weak demand that is suppressed by a relatively high price premium upon low performance, oversupply was seen, especially when the industry is in lack of a killer application to spur demand. This explains why LED makers mostly have their sales performance fail expectations in 1H08.LEDinside estim........

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