LED upstream epitaxial plant in August revenue hit a new high

Light-emitting diode (LED) plant in August revenues gradually released, leading the upstream epitaxial crystal electric 1 billion 935 million yuan (NT, the same below), for six consecutive months, a monthly high, outperform their peers in the new century; new backlight business revenue, synchronous record, the second half than the first half of the growth 40%, the highest growth momentum.

Suspended in canyuan Taigu, high innovation, wide GA epitaxial factory revenue, began to decline, crystal electric diversified customer structure, product mix adjustment strategy of fermentation, August revenue of 1 billion 935 million yuan, year-on-year growth of 54.96%, a record high; before August revenue of 13 billion 100 million yuan, the annual growth rate of 72.69%.

Although this season was the industrial cloud, crystal TV factory advantage successfully break, July gross margin paid out more than 41% success; fearless recent LED epitaxial plant by LED TV demand down the impact of revenue is no longer a new high, crystal electric fast penetration of LED lighting demand up, drive revenue continued Chonggao, this season gross margin is expected to be better than market expectations.

Corporation pointed out that crystal electric customers is quite wide, although LED TV market demand weakened, and the demand of LED crystal electric lighting can make up, plus the distribution market is not only South Korea, and Taiwan, Chinese mainland and Japan, so when the ship repair LED TV Korean panel factory, the crystal electric the impact of co..

In the new century LED backlight orders recently began shipping investment, August revenue of 302 million yuan, with a record high, the monthly increase rate of more than 7%, than the same period last year increased 281.7%; before August revenue of 1 billion 672 million yuan, the annual growth rate of 157.6%.

Chairman Zhong Kuanren stressed the new century, the new century blue and green LED are higher order, and the technology level of certain breakthrough, so to win, so when someone clouds umbrella, the new century can still step forward, until the second half quarter by quarter with 40% of the amplitude growth.

Since the new century cut LED backlight LCD TV market late, so the orders received, belongs to the new aircraft orders. The supply chain inventory adjustment is mainly concentrated in the old models, so that the new century by the impact of the inventory adjustment, it is relatively small. Estimate the shipment of these new TV TV backlight source, there is a chance to continue strong from 9 to October.