For the current situation of Taiwan LED LED gap will be the end of the year

According to the current status of Taiwan LED, recently Everlight chairman Ye Yinfu pointed out that the current LED gap has been able to see at the end of this year, billion light revenue target annual growth rate reached 30% there is absolutely no problem, gross margin is expected to remain at 30%.

Ye Yinfu and EPISTAR chairman Li Bingjie yesterday attended the Taiwan LED30 year left Yi G that the book will be published in the second half of the year, Ye Yinfu said that despite the prospect, the second half of LED supply pulled, but the billion light see visibility of orders, still remain in the first half of the situation.

Ye Yinfu predicts that in the second half billion light year revenue accounted for 45:55, especially in demand continues to improve, the third quarter of this year monthly revenue will have the opportunity to see 2 billion yuan Huai water, industry experts predict that if the billion light year revenue 7 billion 800 million yuan in the first half, the historical highs this year billion light annual revenue will reach the organic 17 billion 300 million yuan, annual revenue growth rate of more than 50%.

In addition, the day before the crystal electric investment Guangjia photoelectric crystal electric, due to fears of terrorism again the issue of new shares, equity dilution effect, EPISTAR's return on equity, so some people are not optimistic about.

In this regard, Li Bingjie also explained that the crystal electric Taigu, Guangjia investment, that is the pan crystal electric group, is the hope that the pan crystal electric group, each manufacturer customers do is the same, take the alliance cooperation between each other, but this year the crystal electric ROE rose to more than 10% water in the Huai River, may not be able to reach 1 years.

Due to the recent sapphire substrate prices continued to rise, is expected to raise the price of electricity is crystal LED? Li Bingjie said this, now has turned up the sapphire substrate, but the stock company of the sapphire substrate is sufficient, so in terms of shipments, due to price increases will not have an impact, but the second half by quarter gross margin growth is more difficult