Canyuan 08 annual production capacity will be doubled trend of equipment

LED grain factory canyuan pointed out that the prospect of 08 years of Q1 operation, expected this season is still somewhat off-season phenomenon, has no shortage of cases, including mobile phone with 7 inch sideview backlight demand slowed slightly. But the legal person is expected, canyuan 08 years Q1 in the new 3 MOCVD machine, continue into production, revenue this quarter only slightly reduced by about 5%, and the annual growth rate will reach 70%, gross margin was down slightly and the capacity utilization rate will be slightly reduced, but the full year earnings per share will still significantly with the temperature increasing, from the year 07 to 0.6 yuan between 0.5 yuan to 1.5 yuan a doubling.

It is understood that at present, the main sales canyuan bulk specifications for 1400 to 1500mcd, the highest brightness up to 1600mcd; and Q1 canyuan will begin shipping the new product 1600mcd, the company is expected before the end of 08, it will be the highest brightness up to 1800mcd, and the largest sales rose to 1600. Glasgow to 1700mcd, in order to strengthen product sales mix.

On the progress of capacity expansion, the current canyuan epitaxial monthly capacity of 22 thousand, the monthly production capacity of more than grain conversion up to 300KK, due to internal canyuan is very optimistic about the 08 years of high brightness and high power LED applications, the new machine will continue, the estimated Q1 will add 3 Taiwan MOCVD machine, and in 30, 42 piece machine, LED epitaxial monthly production capacity will be doubled to 48 thousand estimated 08 years before the end of the year, and the grain per month will be expanded to 600KK level.

The application of the product from the revenue structure, canyuan is still mainly in the backlight market, its total revenue has accounted for the proportion of 70%, of which mobile phone with 7 inch panel backlight for sales proportion was six compared with four; other outdoor advertising revenue accounted for the proportion of about 15%, high power products accounted for 10%.

Source: Lean news