Dayi January orders energy strong, 08 years LED in the 1 quarter NB shipments is not short

The backlight module manufacturers. Today (25) morning pointed out that from January client orders situation, in the earlier part of the order schedule is deferred until yuan next month, the month overall orders do not light, because even with some of the customers in New Year holidays before the advance material demand, optimistic about the 08 January combined revenue will not rule out the annual return to 07 years in October 788 million yuan of the peak level; LED NB model, because the industry trend has been formed, in cooperation with the customers continue to supply, the expected 08 years Q1 sales although fewer days, but the overall LED NB backlight module shipments will maintain the level of at least 200 thousand of the season.

Dayi, financial director Cai Mingzhi pointed out that December consolidated revenue in the whole backlight module shipments to 28, only the case, expected this month sales performance will be slowed, but the actual decline in performance should be only single digits, in the lower reaches of the actual customer demand strength did not significantly weakened, many orders will get a response in the shipment schedule in January, the performance will not rule out beyond the year 07 monthly revenue highs.

In the LED NB project sales progress, at present, Dayi monthly shipments more than 70 thousand pieces of strength, 07 years Q4 single season shipments of approximately 200 thousand internal expectations of the company, has been gradually approaching the NB product shipments accounted for nearly 50% of overall, at the same time as the LED NB model to enhance the proportion will also promote profitability continues to heat up. Dayi Branch since 10, their November gross margin reached 12.65%, significantly better than the previous three season, estimate the Q4 corporate profit will be compared with Q3 showed a doubling.

It is understood that Dayi LED NB shipments at this stage still in the 13.3 inch model for the large, the other 15.4 inch model also supply, this part of the customer for the CMO panel (3009), terminal brand customers include HP and APPLE, the United States Department of dachang.

Source: Lean news