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Dong Jie into the LED areas is expected in the second half, Qili

LED TFT LCD equipment factory factory Qili cooperation will turn East Czech investment and CMO, entered the field of LED equipment, the second half of 2008 is expected to begin shipping the laser cutting machine to Qili, East Czech market forecast 2008 revenue target of NT $4 billion, the second half of the revenue will be 45% to 55%.

Dong Jie in December 2007 revenue reached 415 million yuan, compared with 249 million yuan in November, a substantial growth of 66.66%, the main reason is that the CMO Nanhai LCM factory equipment and machine to complete the early settlement, Dong Jie will recognize revenue in December to December revenue surge.

Revenue contribution is still East Jie in 2008 to the CMO estimate, the CMO accounted for more than 7 of the revenue of Dong Jie, Dong Jie expects the CMO 7.5 generation plant second phase detection and automation equipment in 4, May completed, 6 generation factory in 6, July completed, the South China Sea and Ningbo LCM the factory in September 8, to complete the machine, in addition, the mainland panel factory equipment is also expected in the first half of 2008 this year, after all, the second half of the proportion of revenues will fall in 45% than 55%.

Dong Jie in 2008 revenue target set at 4 billion yuan, as a conservative estimate, the first half of 2008 revenue will be at least more than 1 billion 500 million yuan, 960 million yuan over the same period last year will show significant growth, and the estimated average annual gross margin this year will fall between 30~35%.

Dong Jie to detect and automation equipment for bulk shipments, estimated this year the proportion of total revenue of about 40~45%, the detection equipment of domestic shipments besides the Taiwan panel factory, also including the BOE, etc., and super dragon automation equipment factory, as in shipments to the CMO.

In addition to the TFT LCD panel equipment, Dong Jie also in the LED equipment on the next city, it is understood, LED factory Qili cooperation will turn East Jie investment and CMO, is expected from the beginning of the second half of the initial shipment, the number of small, estimated in 2009 will have great growth.

Source: Digitimes- Optoelectronics

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