LED pick up the results of warming up for a long time cautiously optimistic Q3 yuan

Long yuan yesterday (16), said the law will be held, the estimated overall revenue in the third quarter will be more robust than the second quarter, while gross margin will also be compared to the level of the second quarter, the whole year will be more optimistic than last year.

Long yuan second quarter for LED pick downturn, but the monthly sales of foundry IC test temperature, injection equipment acceptance in the history of high-grade, makes the second quarter gross margin to 27.97%, nearly 5 season highs.

Long Yuan general manager Chen Guibiao said, IC Flash the main growth promoting test foundry benefit, the new volume of RF and MEMS also increase the contribution of the second half of the semiconductor is still quite optimistic, in addition to LED after the first half of the down price after the second half of the price, only steady demand for heating, and equipment from July to August although deferred acceptance, is expected to is the main push Gaudi 4 quarter growth, the annual contribution will challenge the record.

LED pick new customers outside the electricity supplier, Japan and South Korea manufacturers, are helpful to optimize the gross margin of the company, is expected in July will be the bottom of performance, the next 1-2 months visibility is not bad.

Because the long yuan IC test, LED OEM pick OEM, up to 95% of the rate of self-made equipment, LCDIC test equipment only 5% non self, so the company driver IC testing at LCD foundry layout, but also for related equipment layout, Chen Guibiao optimistic about the future growth of the additional part of explosive force, has recently entered the North China Chinese Southern China, new customers, the fourth quarter of this year will be gradually fermentation.

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