Ronda Electronics and Everlight Electronics said capacity utilization has risen to 80 and is expected to rise further to 100 and 85 in the second quarter of 2015, respectively, due to the growth in LED lighting and backlight orders. Ronda said that LED epitaxial wafer production capacity will increase from 300,000 wafers at the end of 2014 to 350,000 at the end of the second quarter of 2015. Ronda expects that LED lighting revenue will increase by 60-70 in 2015, and the corresponding proportion of revenue will increase from 30 in 2014 to 40. In the first quarter of 2015, Everlight has shipped LED backlight modules to new Korean and Japanese distributors, and said it will begin shipping LED lighting products to new customers in the second quarter. The company expects consolidated revenues to fall 10 in the first quarter of 2015, but will increase by about 10 in the second quarter.
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