Google tablet computer Nexus 7 sold out, LED East Bay, the third quarter operating with 10493 canyuan. Corporate estimates from July to September, the East Bay revenues will be high, the third quarter revenue initiatives canyuan synchronous rewriting; July revenue is expected to hit a 22 month high.
The Google tablet can drive East Bay and order capacity utilization high, driven by the two companies gross margin continued to improve. East Second quarter gross margin has increased from more than 20% in the first quarter to more than $third, is expected to increase in the second quarter gross margin will be increased by 4 to 5 percentage points.
After the listing of Nexus7 sales, corporate estimate, Nexus7 first shipments of approximately 1 million units, originally estimated the annual shipments of approximately 5 million to 10 million, from the current sales situation, have the opportunity to reach the high standard of 10 million, also let Nexus 7 backlight only supplier donper performance in the third quarter reassurance.
East Bay will be announced in July revenue recently, corporate forecast is expected to be close to 800 million yuan (NT, the same below), a record monthly high, estimated the East Bay in 8 and September will be in the back light up the goods under high innovation, become the strongest growth momentum LED packaging factory.
LED backlight is early 100% ASUS donper supply transformers, also let the East Bay rate is high in Apple's tablet computer city, the East Bay internal estimates, this year the tablet computer shipments target 18 million units, each with about 30 LED using the calculation, there are 540 million LED needs about the contribution more than 1 billion 200 million yuan revenue, the LED grains by canyuan exclusive supply.
Canyuan in addition to grab a Nexus7 market boom, but also benefit small and medium size backlight orders strong, full production capacity continues to the end of September, canyuan recently raised $1 billion 500 million through the Switching Company debt capital expansion. Corporate estimates, canyuan July revenue is expected to continue upward, the fastest pace in 22 months, the third season in the season under the effect of revenue will rise from month to month.
Foreign smell canyuan upcoming revenue is good, 2 days in a row to buy Super canyuan, buy more than 1500 pieces; the 3 person is more optimistic about the East Bay third quarter operating, nearly 5 days bought nearly 2000. Canyuan in 1, close to 20.2 yuan, up 0.6 yuan; the east bay close to 28.5 yuan, up 0.3 yuan.
Canyuan said that the characteristics of tablet computer backlight is brighter, thinner, to save energy, so the required LED higher order, the East Bay and canyuan products are competitive and can provide integrated solutions, coupled with good reliability, a non Apple tablet computer system important suppliers.
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