Corporate revenue back to warm, strong foreign investment outlook LED

LED factory revenue gradually warmed, foreign investment is expected in the second half will be expected to improve the industry situation, and better than previously expected, optimistic about stocks Yiguang profit king named, companies in the consumer and the infrared application performance is better than the industry, estimated billion light revenues in the second half year increase of 10%, the product line in order under the loose, gross margin stable in 25%.

The foreign market is in decline in the assessment of weakness, will contribute to the gross margin of robust billion light in more than 25%, plus product portfolio optimization, niche product delivery and cost control will contribute to the gross margin performance stability, better market conditions will lead to increased orders pocket billion light capacity, expected this season Yiguang capacity will increase by 15%. Drive synchronization operations go yang.

In addition to billion light, foreign capital assessment crystal electric this season also simultaneously improved, in addition to lighting and four yuan of demand and product structure adjustment and optimization to help improve the quarter profit, but compared to the billion light crystal electric physical improvement still need a long time, about billion light short-term fundamentals will have the name, EPISTAR is time to adjust.

Billion light lighting product line to maintain a steady profit last year, bulb factory price has dropped to $0.95, again this year dropped to about $0.6, with power supply, cooling plant collaborative design cooperation effectively reduce bulb costs, promote billion light in the price fell under the trend still can make money in the lighting market.

The company said, in addition to backlight and lighting market will still maintain a healthy profit, the evolution of LED technology to new applications to market development, including optical sensing can be used in addition to induction control, also is expected to be used for health purposes, products to enter the wearable device through the optical sensing of heart rate, blood oxygen monitoring, billion light in the emerging application field have launched related the optimistic view of products, LED technology is still play and development space.

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