Crystal electric Q3 Blu ray LED will challenge with continuous Q2

Taiwan crystal power plant on the season of blue LED return to full capacity, revenue in the second quarter incentive to write down the 9 season highs in the third quarter into the traditional peak season, and LED backlight, flash and display board strong demand, the third quarter EPISTAR Blu ray LED will challenge the second consecutive quarter full.

The land owned factory because of the domestic MOCVD equipment, the learning curve of new equipment falls in 3 to 6 months, even more, a new capacity put at least in the fourth quarter, the price temporarily ease the pressure.

EPISTAR pointed out that the second quarter benefited from the LED lighting, backlighting and LED display board demand is not bad, the second quarter incentive blue LED utilization rate from the first quarter of 60 to 70%, rising to full, third quarter LED lighting demand slightly weaker, but the mobile phone LED backlight, display board flash, strong demand, LED backlight LED lighting demand offset weakening, estimated purchase amount has been given even some backlighting customers in the fourth quarter, visibility is better than expected, so the third quarter will maintain full Blu ray LED.

At the beginning of this year, the market worried about the land Zijing studios will release the new capacity this year, is expected to start in August the original crystal electric will start a new wave of capacity delivery, but from the current land owned factory into the equipment situation, crystal electric analysis, in order to get the land owned factory auxiliary government funding, the beginning of this year into the domestic MOCVD, although there are to reduce the cost, but from the machine installed to enhance to the appropriate yield, need 3 ~ June.

EPISTAR pointed out that mainland manufacturers don't have a lot of experience in production, import machine parts is not very smooth, the learning curve may be more than 6 months, and the production is likely to release the batches into the market, some manufacturers will also observe the market demand, delay capacity opened, so the third quarter has no effect on the price of blue LED to estimate the effect of at least, after the fourth season.

At present, the blue LED accounted for over 7 of crystal electric revenue, which accounted for 6 of the lighting, backlighting, 3; four yuan LED amounted to 3 of revenue to four yuan, the second quarter utilization rate reached 80%, the third quarter of four yuan ultra high brightness LED in infrared, cars, billboards demand strong incentives has reached full load condition, the lighting project season plant orders started volume shipments, to continue to push up four yuan LED utilization rate, the third quarter of 4 yuan LED utilization rate will exceed the level of the second quarter.

As for whether the visibility extends to the end? EPISTAR pointed out that Europe and the United States TV backlight has pulled goods in the third quarter, the fourth quarter, subject to sales double eleven, at least fourth of the customers are willing to give to Forecast on the season, the endurance of the boom were still hopeful.

The first quarter EPISTAR's gross margin, interest rate double camp ratio rose, up 19.73% and 7.28% respectively, the second quarter full capacity to reduce fixed costs, gross margin is expected to market and promotion space.

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