Crystal electric: Q3 blue LED loaded, Q3 operation is expected to better than Q2

Table LED crystal power plant second quarter smoothly into profits, in the product mix improvement, crystal electric Blu ray LED third quarter full, four yuan LED will maintain more than 80% utilization rate, four yuan in the car market, car safety and support needs, will continue into the fourth quarter and the price for the blue LED; land owned plants fill their capacity gaps, killing will not high, it seems only steady.

EPISTAR said that the capacity of land owned LED factory is not a one-time release, but 5 per month to 10 Taiwan speed out of capacity, although EPISTAR also closely observe the impact on the price, but the mainland LED chip capacity was shortage, new capacity to fill the production gap, in addition, some manufacturers do not buy MOCVD machine complete production of Blu ray LED, but for the second and third generation semiconductor production; and the land owned factory that is unwilling to kill and kill low low, not necessarily single, so now the price has little impact on Blu ray.

Crystal electric this year only at the beginning of a new 3 MOCVD from the third season, the blue LED show full, in addition to the traditional peak season, crystal electric in the LED lighting lamp filament lamp, high investment market, and will not be excessive concentration of markets in mainland China and emerging countries; backlight, with more and more TV models CSP, crystal electric capacity will also be transferred to CSP, the proportion of total revenue of approximately one digit.

As for the four yuan LED will maintain steady growth trend, especially the vehicle related revenue although accounted for in the single digits, but the amount is more than last year growth of 20%.

The second quarter EPISTAR has successfully turnaround per share after tax profit 0.69 yuan (NT), crystal electric internal target is better than the second quarter of the third quarter operating, according to the current price, market observation, standard considerable risk.

Source: Business Times

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