China on the laser diode by Leica orders

Reporter Zhan Huizhu / Taipei reports ARIMA (6289) recently with the German giant Leica camera signed a contract for the supply of LD will be shipped from July onwards (laser diode) to Leica, as the first company in Taiwan with its own brand of LD, into the international product line in the industry.

The estimated LD product operation peak in third Ji Hua, in addition to the original Sony (SONY) OEM orders, and Japanese manufacturers to cooperate in the development of more than a year of DVD-RW LD, also entered the final stage of sending samples to begin shipping in the third quarter, LD's contribution on this year will be more than LED.

In the LED (light emitting diode) market presents a hundred schools of thought contend, a noisy stage, on the other side of China's higher technical level of the sky - LD, preliminary results have been seen. The world-famous traditional camera manufacturers Leica camera, the formal order to China, product use for laser ranging LD camera focus for China, in the last week has sent to Germany, negotiate orders for shipment is expected to start next month. Although the initial number is not high, due to the high price of laser diodes, the revenue will have a certain degree of contribution.

Wang Peizhi, general manager of China yesterday (23) pointed out that the signing of the contract with the meaning of the display on the quality of China has reached a high standard, the future of the order quantity can be expected, but also on China's global visibility in LD very helpful.

Wang Peizhi said that the current proportion of LED and LD in China were 50%, respectively, and the amount of orders from the point of view, the current situation is better than LED LD, China last month, the production of nearly LD, has reached the full order. Currently on the development of China's 635 wavelength LD, the market reaction is quite good, so the Chinese will be considered relatively low order LD, moved to the mainland of China, while the production of specialized production of high order LD Taiwan.

China is also the domestic production of LED and LD manufacturers, LD product line mainly for Sony OEM package DVD-ROM read laser diode on the head, capacity for regions outside of Japan, the largest downstream packaging manufacturers, but also to cooperate in the development of DVD burning machine manufacturers pickup LD technology industry, in LD and LED production and the increasing customer, estimated revenue in the third quarter compared with the second quarter will have more than 30% growth.

In the class LED shares in June revenue, generally because the end of the quarter inventory and compared with May revenue decline at the same time, the China LED full capacity, and new LD customers and inject product shipments rose contrarian, forecast June revenue will be higher than 225 million yuan in May, this year's record highs, while gross margin will be estimated by in the first quarter of 11.35%, up to more than 15%.