Mini LED packaging products will start a small ship, Ronda Q2 revenue yejiyuzeng

LED vertical integration factory held today Ronda road show, the second quarter of this year to start a small ship Mini LED packaging products, used in high order monitors and laptops, lighting products accounted for revenue will also converge; corporate estimated second quarter revenue will Ji Zengshuang digit percentage.

Lextar every traditional off-season, the first quarter of this year to reduce the number of days, plus the dollar exchange rate to depreciate and other factors, consolidated revenue of 2 billion 648 million yuan (NT, the same below), quarter by 1.8%, the annual reduction of 15.7%; gross margin of 12.2%, quarter by 2.6 percentage points, the annual reduction of 1.7 percentage points; net loss of about 38 million yuan, basic the loss per share of 0.08 yuan, the termination For the 4 quarter profit.

Lextar financial officer Zhang Boyi said, the first quarter affected by the off-season, and the exchange loss of pressure, and is located in China, Anhui province Chuzhou new factory recognized related costs, the first quarter caused a small loss, but not too worried because the Lunda, Chuzhou new factory cost is short-term impact, the new plant is expected to benefit the fourth quarter of this year began to reflect the improvement in gross profit.

The new technology, Zhang Boyi said, VCSEL (VCSEL) this year, a slower pace, including apple iPhone X after the reason, apple is still considering whether to follow up the non camp; Lunda remains cooperation with customers and projects, ongoing discussion, look at the VCSEL music market next year.

He also pointed out that the Mini LED (submillimeter light emitting diode) including technology and project schedule are in line with expectations, the second quarter of this year to the third quarter will start a small ship Mini LED packaging products, used in high order display and notebook computer, and Chinese, customers include global brands; with a 15.6 inch notebook computer as an example, Mini LED takes about 2000.

Zhang Boyi believes that this year the proportion of revenues accounted for Mini LED Ronda is still small, until the Mini LED backlight products this year to begin shipping in the fourth quarter, Mini LED next year is expected to exceed 10% of revenue contribution luanda.

Legal person said, the first quarter of this year, Lunda backlight and lighting products the proportion of revenues were 65% and 35%, the lighting ratio has been reduced to below 40%, the second quarter is expected to further converge to 30%, forecast second quarter revenue will be Ji Zengshuang lextar digit percentage until Chuzhou new factory; mass production, should help save the cost and management advantages will Show, plus the exchange rate is expected to warm, still positive view of the future development.

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