EPISTAR, Taigu, photoelectricity, Dingyuan March revenue growth

Taiwan led plant in March revenues increasing, Taigu (3339) revenue highs, photoelectric (6168), crystal electric (2448), Dingyuan (2426) returned to the level of 2010 season. Outlook Q2, the industry is expected to see 3 optimistic. Taigu March revenues of NT $309 million yuan, a record high, a substantial increase compared with February 34%, Taigu said, Korean customers pull goods, namely the full capacity in March, April orders in good condition, revenue will rise from month to month, at least 300 million yuan level. Photoelectric (5371) in the March consolidated revenues rose to 8 billion 785 million yuan, compared with February growth of 42%, compared to the same period in 2010 the growth of 19%; cumulative 1Q11 consolidated revenues of 20 billion 670 million yuan, compared with the 4Q10 quarter by 6%, but decreased by 3% compared to the same period in 2010. Outlook April, in the backlight module part, due to the needs of the TV backlight module will slow down, only the tablet PC backlight module shipments will continue peatlands, expected in April may be flat backlight module shipments. The company is expected to be held in 4/22 and the legal description. Crystal March revenue increased to 1 billion 698 million yuan, an increase of 23% compared to February, compared with the same period in 2010 there are 16% growth, in line with market expectations. EPISTAR Q1 revenues of 4 billion 447 million yuan, a slight decline compared to 4Q10 7%, because the downstream end market demand is strong, the crystal rate in 7 above March capacity utilization of electricity, Q2 will further reach full, estimates that revenues in April will come to last season level, a chance to refresh the historical record of 1 billion 938 million yuan. Dingyuan March revenue to 300 million yuan, up 320 million yuan, compared with February growth of 4, the first quarter of 2011 earnings 809 million yuan, compared with the previous quarter growth of 7%. Ding Yuan said that in April the amount of a single receipt compared with about 10% revenue growth in March, coupled with the entry into the season, coupled with the addition of Blu ray products in April, is expected to have a high chance of innovation in revenue in May. Dingyuan put epitaxial production, self-made Q2 rate will be significantly improved, brought about by the self-made epitaxy estimated revenue will reach 180 million yuan, due to epitaxial self than the past contract customers much higher gross profit, gross profit margin in the second quarter will at least back more than 20%.