Billion light, new century and electric LED 07 years ago three profit group

With the popularity of small size LED backlight, LED NB products for 08 years is expected to accelerate the permeability increased to 10% above five, plus the LED Street infrastructure import demand is not clear, standard case characteristics affected by season and outdoor billboards, landscape lighting and traffic engineering, it is difficult to let people do not pay attention to LED the factory's investment value, especially in the LED grain leading manufacturers of crystal electric in the completion of the three one after the global status of the industry to accelerate the upgrading of foreign capital to improve the degree of attention to more of its investment. It is expected that the new century and the electric light, billion will be 07 years in Taiwan LED group EPS (EPS) three.

From the year 07 to the LED group profit before the three Everlight, and the new century, the current foreign shareholding proportion of about 28.77%, 25.7% and 30.4%, only ranked 34.48% guanlei, display 3 companies are subject to foreign considerable attention, which, from foreign to crystal electric holdings from the early 07 8% climbed to 20% in five, it is self-evident to its attention to the rising levels of already.

The high order Q4 blue crystal electric products in high power lighting has received orders, revenue this quarter will be slightly better than Q3, organic still continued to climb the single season record, full of off-season working strength, while Q4 the average gross margin in the product mix improved, the level of Q3 is about 30% the better; 07 years crystal electric total revenue size will officially break 10 billion yuan, the stability of LED industry in Taiwan area first, further climbing competing in the Q4 profit, evaluate the 07 years EPS will be more than 4.4 yuan level.

Billion light Q4 in small and medium size backlight demand, SMD product shipments continued off-season, although December revenue due to inventory effect will decline, but the overall revenue performance is still Q4 organic will be less than 2 billion 790 million yuan Q3, and internal Q4 expected gross margin is still steadily Jan space. Billion light 07 years total revenues of about 97 million yuan, annual growth of over 20%, full year EPS will be close to the strength of 6 yuan, ranked first in all listed LED industry.

The new century is still due before the end of the new MOCVD equipment into production, do not rule out the December revenue still have the opportunity to continue to record high, while Q4 will also determine the revenue to more than 300 million yuan continued single season highs, initially expected gross margin of Q4 and Q3 will not be too far away. The new century 07 years total revenue of up to $1 billion 50 million, an increase of over 73% in the year, the EPS will be more than 4.8 yuan in the past 07 years, continued to outperform.

Source: Lean news