The analysis of Taiwan LED package planes in the first half operating situation

The two LED packaging factory Lite (2301) and (2393) billion light this week ", on the second quarter revenue gross margin, profit rose simultaneously, the first half net profit per share (EPS) $1.41; the first half billion after tax profit of 886 million yuan, EPS2.12 yuan, led in factory profit wang.

At about the same LED business scale packaging factory lite and billion light, "will debut this week, Lite executive Teng in this light (29), indicating the operating results and outlook for the first half of season third, billion light held on 30 second quarter line", produced by the business group general manager and spokesman Liu Bangyan presided.

The two LED companies earnings, has been the first announcement after the board of directors, on the first half of net income of 3 billion 149 million yuan, EPS1.41 yuan, net income of 1 billion 704 million yuan in season second single season, 1 billion 445 million yuan more than the growth in the first quarter of 18%, gross margin is also rising, in the factory is good. But compared with the same period last year, 2 billion 463 million yuan is showing decline.

Lite on investor and public relations director Wang Yuling said that in the second quarter of last season that will meet performance expectations, the second quarter performance mainly by photoelectric business, including the LED industry have two digit growth, the annual growth rate of the lens module is more than 50%, the lens module is mainly supplied to the Lite on intelligent mobile phone factory and tablet computer.

It is understood that Largan Lite is a key partner in the lens module, in addition to Apple's iPhone, the main intelligent mobile phone manufacturers are Lite customers, lens module uses Taiwan tablet computer factory, is mainly composed of Lite supply.

Everlight second quarter gross margin remained above 25%, a slight decline over the first quarter, the first half of the average gross margin of 25.3%, net income of 886 million yuan, EPS2.12 yuan, the price of more than 60% billion light in the short term market, paid a billion light this transcript is more than expected.

If a LED factory in the first half of the performance point of view, only half a billion light on profit exceeded 2 yuan, so billion light regain profit King throne, Edison 1.66 yuan, 1.27 yuan and electricity, are far behind the billion light profit level.

Billion light cost control in LED industry prestigious, when the economic downturn comes, often become the mainstay of investment LED billion light, affected by the third season is not busy season, billion light shares have fallen to levels since the financial tsunami, but also makes the investment value emerge, do not rule out the possibility of stock repurchases have billion light the.