LED inspection performance warming up for a long time Q3 prudent optimism

Long yuan yesterday (16) held the law said that the overall revenue of the third quarter will be more robust than the second quarter, while the gross profit rate will be compared to the level of the second quarter, the year will be more optimistic than last year. In the second quarter of the second quarter, because of the continued slump in the pick - up, the IC test sales are rising month by month, and the equipment acceptance note is also in the high grade, bringing the second - quarter gross interest rate to 27.97%, which is the new high in the near 5 season. Chen Guibiao, general manager of yuan, said the IC test agent benefited from Flash's main growth, and the new volume of RF and MEMS also increased its contribution. In the second half, the semiconductor was still quite optimistic. In addition, after the first half of the first half of the market, the price of stable demand was rising, and the acceptance check was deferred from July to August. It is expected to be the main force of the 4 quarter, and the annual contribution will challenge the new high. LED will help the company to optimize the company's gross profit margin. It is expected to be the bottom of the performance in July, and the visibility of the next 1-2 months is good. Because of the long yuan IC testing agent and the LED pick - up agent, there are up to 95% equipment homemade, and only 5% of the LCDIC test equipment is not self-made. Therefore, the company is in the layout of the LCD driver IC testing agent and also on the layout of the related equipment. Chen Guibiao added to this part of the future growth force and has recently entered China China. New customers in North and Southern China will ferment gradually in the fourth quarter of this year.