Taiwan LED chip factory Q3 all lose money

Because, a round of energy subsidies into the end, and the permeability of saturated LED backlight chip capacity leads LED industry quarter pile up in excess of requirement, thin under fertilizer, upstream five chip plant all paid a loss of earnings, and the performance is generally better than that of the wafer packaging factory factory, billion light (2393) on the 9 quarter profit hit Ji Xingao. Before the 3 quarter profit, earnings per share were called.

The LED chip is still in the stage of continued to fall pile up in excess of requirement, ASP, crystal electric (2448) forecast to the second quarter of next year to have the opportunity to see the balance of supply and demand, the third quarter, coincides with the end of the energy subsidies, the impact on the performance of Wafer Factory quarter, crystal electric, canyuan (3061), Ding Yuan (2426), China the new century (6289), (3383) and all losses in the chip factory.

From the gross profit margin, canyuan, China on the loss rate of 20.68%, 60.35%, canyuan single quarter loss of 435 million yuan per share, after tax net loss of 0.91 yuan, the cumulative loss in the 3 quarter of 901 million yuan, net loss of 1.89 yuan per share; China is due in the rectification period, resulting in a loss of 76 million 330 thousand yuan last season, a total of 3 quarter loss of 316 million yuan per share, net loss of 1.17 yuan after tax.

Crystal electric last season due to multi recognized financial liabilities 300 million yuan loss evaluation, resulting in earnings from profit to loss, a total of 3 seasons ago only earn 14 million yuan per share, net income of 0.02 yuan, is the only top 3 chip plant profit quarter, gross margin of 16.09% is also ahead of all the chips in factory.

LED packaging factory is better than most of the wafer factory, one billion light quarter profit of 497 million yuan, profit quarter growth rate reached 29.4%, the annual growth rate of up to 102%, in addition to the LED lighting penetration slowly push up, began to recognize billion light street lighting lamps factory case revenue, Germany WOFI revenue, the revenue scale go up, the main reason for the performance of the 3 quarter of this year, with the former, billion light profit of 1 billion 103 million yuan, has far exceeded last year's profit per share after tax net income of 2.63 yuan, also topped the industry of the crown.