Taiwan factory Q3 revenue lean lean fertilizer on the support of the fear of reduction

Third quarter LED supply chain performance, in the convenience of revenue on the thin fat, that is, the upstream epitaxial crystal factory revenue decline, the downstream packaging plant is still prosperous. But the industry believes that profits may be opposite, the third quarter gross margin has factory epitaxy support, but the downstream packaging factory lighting if the proportion is too high, the gross margin will decline or as expected.

LED epitaxial crystal power plant, canyuan, the new century has released third quarter revenues, showing the monthly decline peaked in July. Cumulative third quarter crystal electricity revenues of $7 billion 627 million (NT, the same below, or about RMB 1 billion 533 million yuan), the quarter minus 6%, but increased by over the same period last year more than 3.

Zhang Shixian, chief financial officer, said the second quarter gross profit margin of up to 21%, the upcoming earnings figures in the third quarter, no worse than the second quarter. The main reason is 7, August full capacity, reduced unit costs, while the balance of supply and demand in the industry, the product price is also maintained. The second quarter EPISTAR operating profit amounted to 1 billion yuan (about 201 million yuan), is 3 times in the second quarter, but the industry recognized external convertible bonds to evaluate the loss of over 800 million yuan (about 161 million yuan), resulting in the second quarter only earn 0.81 yuan per share (about 0.163 yuan). Third quarter should be no loss of convertible bonds, earnings performance is expected to be better. Look forward to the fourth quarter, said the return of the traditional crystal electricity will be off-season, the load probability is very low.

The new century has tumbled, but the new century, the third quarter revenue fell to normal seasonal correction, not too bad this industry, from the unit price and gross margin support can be seen, "unlike two years ago, LED is the worst, revenue and gross margin fell. The new century, the third quarter gross margin is close to the second quarter, still maintain profitability. In the new century, the crystal products, is currently in the certification of large manufacturers, is expected next year in the field of outdoor lighting, large-size TV backlight and other large shipments.

Compared to the upper reaches of the third quarter gross margin of the plant has support, downstream packaging plant variables. The East Bay third quarter revenue high, compared with the same period last year increased by more than 5, but from the lighting bulb proportion increase, especially a large number of shipments, the unit price and lower profits. East Bay by the end of the year before the proportion of lighting will be increased to 3 of revenue, but also to let the market worried about the upcoming earnings in the third quarter is not as expected. Third quarter LED supply chain performance, in the convenience of revenue on the thin fat, that is, the upstream epitaxial crystal factory revenue decline, the downstream packaging plant is still prosperous. But the industry believes that profits may be opposite, the third quarter gross margin has factory epitaxy support, but the downstream packaging factory lighting if the proportion is too high, the gross margin will decline or as expected.

LED epitaxial crystal power plant, canyuan, the new century has released third quarter revenues, showing the monthly decline peaked in July. Cumulative third quarter crystal electricity revenues of $7 billion 627 million (NT, the same below, or about RMB 1 billion 533 million yuan), the quarter minus 6%, but increased by over the same period last year more than 3.

Zhang Shixian, chief financial officer, said the second quarter gross profit margin of up to 21%, the upcoming earnings figures in the third quarter, no worse than the second quarter. The main reason is 7, August full capacity, reduced unit costs, while the balance of supply and demand in the industry, the product price is also maintained. The second quarter EPISTAR operating profit amounted to 1 billion yuan (about 201 million yuan), is 3 times in the second quarter, but the industry recognized external convertible bonds to evaluate the loss of over 800 million yuan (about 161 million yuan), resulting in the second quarter only earn 0.81 yuan per share (about 0.163 yuan). Third quarter should be no loss of convertible bonds, earnings performance is expected to be better. Look forward to the fourth quarter, said the return of the traditional crystal electricity will be off-season, the load probability is very low.

The new century has tumbled, but the new century, the third quarter revenue fell to normal seasonal correction, not too bad this industry, from the unit price and gross margin support can be seen, "unlike two years ago, LED is the worst, revenue and gross margin fell. The new century, the third quarter gross margin is close to the second quarter, still maintain profitability. In the new century, the crystal products, is currently in the certification of large manufacturers, is expected next year in the field of outdoor lighting, large-size TV backlight and other large shipments.

Compared to the upper reaches of the third quarter gross margin of the plant has support, downstream packaging plant variables. The East Bay third quarter revenue high, compared with the same period last year increased by more than 5, but from the lighting bulb proportion increase, especially a large number of shipments, the unit price and lower profits. East Bay by the end of the year before the proportion of lighting will be increased to 3 of revenue, but also to let the market worried about the upcoming earnings in the third quarter is not as expected.

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