New gallium arsenide HBT epitaxial chip production continued positive attitude, will become its 08 year revenue growth momentum

The new internal assessment, outlook December sales situation, benefit from the GaAs HBT Lei chip in the power amplifier (PA) driven by strong demand, overall shipments still significantly improved, so that although four yuan LED has entered the sales season, December revenue will remain about 90 million yuan of high-grade level, while the HBT chip revenue will therefore Lei the relative increase. Another 08 annual operating outlook, the new is also expected in the HBT Lei chip is still under the new capacity continues to open, the product will still be the most important revenue growth momentum in the past 08 years.

From the new HBT chip in the Lei expansion planning step, which previously has been transferred 1 sets of LED equipment used in the production of HBT epitaxial chip, and the end of December and the new 1 equipment, and estimated in February 08, July will add 1 seat machine. It is understood that the new HBT epitaxial expansion of the positive attitude of the chip, in addition to the Department continued to be optimistic about the continued growth of the relevant application market, it does not rule out the opportunity in the second half of 08 to obtain an international order.

The new stage of microelectronic components (MEP) cause about 70% of total revenue, one of the largest product line of HBT epitaxial chip but also accounted for more than 80%, mainly used in communication with the PA, the PA key demand continued sharp growth in the past, mobile phone specifications require only 1 to 2 PA, but the 3G of mobile phone the amount of PA will be pulled up to 3 to 6, the other in the WirELess part, new product specifications of PA dosage was doubled to 4 to 6, and therefore synchronous drive of HBT epitaxial chip demand.

Legal person is estimated as HBT Lei chip benefited from the PA demand strong, optimistic about the new 08 year career microelectronic components revenue will be over 07 years to grow 40%, reaching 1 billion yuan, four yuan in high brightness LED part, 08 years will still be mainly used in a vehicle taillight and billboard applications, but as part of the middle the customer will start its own production of this part of the fourth Lei chip, conservative estimate yuan LED revenue will remain at 300 million yuan, and 08 years of total revenue growth will reach about 1 billion 300 million yuan, Yue Sancheng.

Source: Lean news