Acer Qi in November to maintain the majority of revenue in the vicinity of the historical peak, SMD orders continued to show a shortage of capacity

Thanks to the mobile phone, white card is not a weak demand continues to help corporate, estimate, Taiwan LED packaging factory Wang Qi (6168) SMD product sales will maintain the peak state, showing the off-season, optimistic about its November revenue will at least in the historical peak near to December due to disc factors will decline slightly the entire season, and revenue performance will be with the Q3 single season record roughly flat, and the gross profit margin this quarter also have the opportunity to continue its estimate for this year is better than Q3, EPS more than 1.8 yuan.

It is understood that the Hong Qi to Japanese customers 7 inch backlight products (lamp type) single month supply at present still maintain 6K to about 10K, as for Taiwan backlight customers were designed to have 10 products, of which there are 3 models of expansion of shipments, including 5.5 inch GPS, 7 inch and 8.1 inch digital photo frame with backlight products, but the current revenue contribution has not yet reached the level of ten million yuan.

Wang Qi spokesman pointed out that the company is currently in a quiet period for financing operations, the inconvenience to the future forecast comment, however, at this stage SMD orders capacity is indeed obvious in short supply in the state, there must be facing the expansion pressure, but the actual expansion planning details has not yet been fully finalized, ongoing in the evaluation of.

Legal person pointed out that the expected macro Qi will accelerate into SMD expansion, with orders to cover its performance is not short off-season, monthly production capacity is expected to 450 million from the current star in the amplified to 550 million or so, since next year Q1 opened and new capacity should be very fast.

White card concept

White card from the mobile phone mobile phone mobile phone black: black is smuggling goods, defective goods or refurbished machines; and white brand mobile phone despite the quality control as the regular manufacturers, but the white card mobile phone chip and program source and regular factory, early purchase from foreign manufacturers, recently from Taiwan (such as MTK) to buy, so the performance and the core components of quality similar to the regular factory.

White brand mobile phone is different from the regular domestic mobile phone: regular domestic mobile phone in addition to the quality control in the white card mobile phone, the manufacturers also invested considerable funds in the sales and marketing links; while the white card mobile phone sales and marketing costs less investment. The cost of the white card mobile phone price is low, while the white card phone can blatantly mimic the appearance of foreign brands, faster than the regular domestic mobile update.

Source: Lean news