Multiple positive factors billion light 8-9 monthly revenue gradually warming

LED package manufacturers billion light in the second quarter of this year due to the number of days to work, single quarter revenue slightly better than the previous quarter and the same period last year. Although the July revenue of cooling, but with the upstream chip price stabilization, LED packaging products with reduced pressure, coupled with the traditional peak season, including small spacing showed steady growth, such as infrared lighting, Kanban, 8-9 still have a chance of monthly revenue gradually warming.

As for the IDG capital led by hand China LED and Yiwu Dachang Linsen state-owned capital operation center China consortium 400 million euros to buy German giant OSRAM lighting (OSRAM) lighting business owned by LEDVANCE, will of Taiwan LED firms caused the loss of orders and negative effects, but also further observation.

For the Department of Taiwan billion light LED packaging manufacturers, is headquartered in Taipei forest, factories located in Taiwan area, Tucheng court, and Suzhou, and Guangzhou etc.. Also currently holds about 9.6% stake in Taigu and holds about 1.8% stake in crystal electric. Estimated proportion of nearly 3 of this year's lighting, backlight proportion estimates 20%-25%, invisible light about 15%-20%, other consumer and mobile applications about 3 into.

In the second quarter of this year due to the number of days to resume work, LED price decline is more moderate, single quarter revenue picked up over the previous quarter and slightly better than last year. Initial profit stability. With the LED chip recent price trend has slowed down, the price pressure packaging products LED reduced, plus the third season has entered the traditional peak season, demand increases, while the third season as part of new capacity in place, is expected in the third quarter performance has the opportunity to gradually warming.

Billion light in the first quarter of 2016 revenues of about 6 billion 956 million yuan (NT, the same below), an annual reduction of 4%, gross profit margin of $25%, operating profit of $496 million, quarter increase of 8%, an annual reduction of 25%, after tax net profit of $448 million, earnings per share of $1.02. Second quarter revenue of about $7 billion 142 million, an increase of 2.7% quarter, an increase of 1.2% in the first half of the total revenue of about $14 billion 99 million, an annual reduction of about $1.4%, earnings per share is estimated at about $2.

In July this year, revenue fell 2 billion 267 million yuan, down by $6%, an increase of 0.6%, the cumulative total revenue of about $16 billion 365 million in the first 7 months, an annual decrease of 1%. Corporate estimates, 8-9 monthly revenue should be gradually upward, the third quarter revenue still has the opportunity to challenge more than $7 billion 500 million, the quarter increase in the estimated number of bits.

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