LED packaging plant operating in October to expand the production capacity of the epitaxial delivery

LED group October revenue released in succession, epitaxial crystal electric (2448), three canyuan (3061), Taigu (3339) continued revenue is expected to hit a record high, the East Bay (2499), I-Chiun (2486), (3031), Baihong packaging factory is interrupted revenue highs momentum.

Crystal electric said that in October there are 1~2 Taiwan MOCVD mass production, and orders better than in September, four yuan LED orders are also good, the shipment is also smooth, but revenue is still in the settlement, can not comment on whether the new high. Legal person believes that the price of electricity in October and then climb the opportunity is not low, the opportunity to exceed 1 billion 300 million yuan nt.

Donper pointed out that October revenue slightly reduced by eleven Chinese long after the mobile phone terminal demand slowed, but the LCD monitor and LCD TV backlight penetration rate has improved, the overall fourth quarter of large size mobile phone backlight is expected to make up for the slowing demand revenue gap. Dong said that in the fourth quarter of this year, with the development of LED backlight to large-size development, the estimated revenue will remain high, is expected to be weak in the short season. I-Chiun believes that the company's LCD product coincides with the light reflecting cover quarter, unless LED shipments can compensate for LCD vacancy, or at most in line with the third quarter".

Legal person pointed out that the fourth quarter into the operating season, due to the adjustment of the stock panel factory, LED packaging factory operations slowed, while the upstream epitaxial plant in blue light tight capacity, so far, has been full of capacity, with some new capacity gradually opened, and innovation high chance of revenue.