Crystal August revenue growth year-on-year, hit a record high of more than two years

Table LED crystal power plant by the blue LED full capacity, four yuan LED utilization rate reached more than 80%, in August revenue climbed to 2 billion 332 million yuan (NT, the same below), a record in April 2015, about 28 months since a new high record; as a result of land Zixin capacity to fill their capacity gaps, the second half of the blue light LED is expected to stabilize prices in addition, the price temporarily murmur this season, EPISTAR is expected to profit for the second quarter this year, is expected to challenge for the first time in 3 years to turn.

Crystal electric this year only at the beginning of a new 3 MOCVD machine, the capacity increase is not big, from the beginning of the second quarter Blu ray LED production capacity has been loaded, the third quarter into the traditional peak season, the blue LED capacity still maintain full status, but more chips to adjust the product mix.

According to statistics, crystal electric, August consolidated revenue amounted to 2 billion 332 million yuan, compared with July growth of 3.7%, compared to the same period last year growth of 5.26%, a record high since April 2015, limited to Blu ray production capacity, revenue growth is limited, but the gross margin performance for a chance to pick a single, third quarter gross margin rose to see.

The outside world is still worried about the land owned three Dachang Saman, Huacan, Australia Shunchang continuously opened a new capacity, a potential pressure on the blue LED, crystal electric explanation, now has production capacity out of the state, every month about 5~10 Taiwan speed out, but because the mainland have the capacity gap, and the new machine factory owned land not all the pressure in the blue LED, for some in the second and third generation semiconductor production, look for the second half of the blue LED price impact is limited, as for next year's situation is still not clear.

Four yuan LED visibility is relatively long, until the fourth season is no problem, the ultra high brightness lighting products plant orders in the third quarter on shipments, therefore has been loaded, high brightness products used in home appliances, refrigerator, washing machine is not up to full stage, with the car, with the control of strong demand, four yuan the average utilization rate of more than 80% LED.

The first half of crystal electric has been successfully swung, EPS reached 0.42 yuan, if the price of blue light only steady, crystal electric this year is expected to profit.

Source: Business Times

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