Taiwan factory LED equipment to benefit from strong demand for the market to get a major LED large single

Probe card factory Wang Si (6223) benefited from the LED lighting market demand strong, LED equipment shipments to flourish, has won the mainland and Taiwan each big LED factory orders, shipments will be on the second half of 1500, compared with the first half jumped 2.6 times. Corporate estimates, along with LED equipment shipments, as well as the full capacity of the wafer probe card, the second half of the market is expected to grow to the end of the year to the end of growth.

2012 is a year of sadness and happiness of the LED lighting industry, the first half of the year because of weak market demand, the market experienced overcapacity and price grab one of the growing pains, but the second half is because the Ministry of science and technology, dense willow trees and bright flowers, in mid July officially released the "semiconductor lighting technology development and the 12th Five-Year special plan", provided by the government the central, up to 2 billion 200 million yuan of financial subsidies, the industry pointed out that this is equivalent to that of LED lighting industry regarded as hopeless. injected arm.

Wang Si in the first half of this year by LED factory customer demand downturn, testing machine and picking machine LED equipment shipments decreased, the first quarter shipments of only 122 units, the second quarter with the market into the season, shipments have increased 138% to 291.

LED grain testing machine R & D Wangxi over 1 years beginning in July of this year production shipments, met, LED lighting to expand financial subsidies, with major customers such as Elec-Tech etc., Sanan optoelectronics restart orders, including the July Wang silicon detector, picking machine, grain testing machine large orders one after another into the bag, shipments also appeared more substantial growth.

Wang silicon July LED equipment shipments rose to 218 units a month, the third quarter shipments are expected to reach up to 700 to 600 units, while the third quarter is due to the expansion of the mainland LED plant production season, shipments can be expected to look at more than 800 units.

In other words, in the second half of the second half of the LED equipment shipments of 1500 units, not only increased by 2.6 times in the first half of the year, the company is also estimated in the fourth quarter of LED equipment has received orders will be more than NT $500 million.

The morion, 5 ~ 6 month lead time to LED (lead time) after delivery of equipment, to recognize revenue, therefore, in July this year, revenue is only 192 million yuan (NT, the same below), has been the reaction of the first quarter of this year LED equipment shipments in August revenue downturn, the monthly increase of 19% to 230 million yuan. On behalf of the worst has passed the bottom operation.

Wang pointed out that legal person, half capacity of the wafer probe card Si maintain full, and have been successfully fought to Qualcomm, MediaTek, Renesas, Huida order, equal to indirectly into the Microsoft Surafce, Amazon Kindle Fire HD, apple iPhone 5 production chain, in addition to LED equipment revenue recognition began to increase, under the the first half revenue is expected to rise from month to month to the end of the year, and the first half of next year will be better than the second half of this year.