LED downstream packaging plant in October orders are not weak, is expected to grab the season to lift up the peak of revenue and then push up!

Benefit from mobile phone application demand steadily rise, LED downstream packaging plant in September revenues generally appear back to temperature, a number of operators also have expectations, market operation in October under the orders for master degree is not bad, the peak season demand effect is still in this month, revenue is expected to continue in September was better than water, and even have a chance to "celebrate" situation! Which includes billion light (2393), Wang Qi (6168) and ligitek (8111), its October revenue is a chance to record; as for the Baihong (3031) this month the amount of orders continued to exceed the level in September, is expected to continue climbing annual highs; the other East Bay (2499) and Lee Zhou (3066) could also benefit from increased 7 inch backlight and outdoor billboard product sales contribution, driven by this month compared to September revenue growth; (6164) in Huaxing customers continued additional light and backlight orders, this month combined revenue will still maintain the history of more than 100 million yuan of high-grade.

The downstream packaging leading manufacturers of light billion in September revenues of 723 million yuan, the highest single month record, and Q3 revenues of 2 billion 100 million yuan, also the highest single season high, billion light internal expectations, because the mobile phone customer demand steadily rise, October orders and 9 phases of the moon not far off, monthly revenue also will continue to rewrite a new high record, organic slight growth, coupled with the November orders visibility is not weak, so it is possible that the effect of the season at least can be extended to November.

Wang Qi in September revenue fell slightly to 233 million, mainly because some products need to detect in progress but deferred sales caused by the prospect of operation in October, Wang Qi pointed out that due to the use of blue LED mobile phone keypad stability, Japan light orders plus new supply will also be carried out, and the white sideview products developed recently market acceptance increased significantly, resulting in October orders have been greater than the capacity at the same time, previously part of the deferred shipment of the products will be shipped this month, so optimistic about the October revenue of more than 250 million yuan, have the opportunity to record.

Ligitek September consolidated revenues of more than 120 million yuan, although the record is not as expected; however, ligitek pointed out that due to the new solar cell module sales business is stable, and this month there are high-speed rail auxiliary lighting projects accounted for a (a accounted for about 30 million to 50 million yuan), at the same time previously the company has, the backlight module factory Xiangqing technology working initiative, its sales performance will also be included in the consolidated revenue, so optimistic about the October consolidated revenue will be better than September, continued sustainable record.

Because the mainland mobile phone factory Baihong urgent. By September revenues rose to 260 million yuan or more, a single month record high record; the company said the October orders amount has continued to exceed the September shipment schedule, such as roughly in line with expectations, the monthly revenue will also be continued climbing annual highs, estimated Q4 revenue this year will exceed Q3 (over $740 million) level, continue to rewrite the single season highs, while the sales volume of sideview mobile phone products continues to expand and sales combination of sustained upturn, Q4 gross margin also sustainable than Q3, entered into the full year peak.