Taiwan LED lextar electronics factory yesterday (6) announced on earnings, October consolidated revenues of 940 million yuan (NT, the same below), month by 4.7%, a decline of 17.58% over the same period last year; the first 10 months of total revenue of 10 billion 282 million yuan, the annual reduction of 11.34%.
Ronda said, because the fourth quarter backlight and lighting applications market has slowed down, resulting in October revenue decline, but currently Lunda in the backlight part, continued development of various panel applications, the vehicle panel backlight LED has begun shipping back light using LED and quantum dot panel technology has also been successfully shipped, and gaming consoles with a new product display is in development.
As for the lamp, Ronda said that its Core series of packaging products at the end of October to the Japanese auto show, and 3528 packaging products have been imported car modification market, expected future vehicle components shipments will gradually grow.
The visible product development, has gradually accumulated energy, Lunda pointed out that following the IR LED module released iris and face recognition on the rhythm combo, sensing LED module to enter the health care field wearing, used in sports watches, is successfully entered the physiological sensing application market, will begin shipping in this season.
In addition, according to reports, Taiwan LED chip crystal power plant will be released in November 10th Q3 earnings, because since the third quarter shipments by infrared growth, combined with high margin CSP shipments in the drop-down effect of the season high, corporate earnings, EPISTAR third quarter profit is expected to double digit growth, the fourth quarter performance continued bullish.
EPISTAR said, the third quarter shipments, shipments of red LED related products were heated over the first half, mainly due to the market, including the control of intelligent mobile phone sensing device, plant lighting and industrial sensors in four major areas of shipping drive, has a good performance to the third quarter performance.
In addition, large order crystal electric this year received CSP of South Korea, began shipping the first half. After entering the third season, the season effect is a large outbreak of reason TV thin drive high margin CSP LED crystal electric demand, the third quarter shipments will increase substantially. Corporate estimates, this high margin product shipments of about 20 million over the same period last year, the third quarter of this year doubled to more than 40 million, mainly received CSP orders to drive South Korean manufacturers.
Legal person said, originally shipped relatively flat blue lighting shipments this year received the international order of Dachang plant lights. The third quarter shipment and gross margin has improved.
For the next year forecasts, expected annual shipments are still expected to maintain growth prospects.
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