Optitek estimated November revenue dropped slightly to 550 million yuan, is expected to 08 years of blue LED foundry shipments have the opportunity to double

LED manufacturers guanlei (2340) internal assessment, the timing has entered the traditional off-season sales, expected Q4 revenue will show the monthly decline, the estimated November revenue of about 550 million yuan, compared to October fell slightly, but the overall performance is relatively Q3 average monthly revenue of 580 million yuan level, in fact is not too weak; the outlook for the 08 annual operation, with the next Q1 outdoor billboards are likely to recover relatively prominent shipment pace, despite the impact of New Year holiday season in February, but the quarter performance will not be this year Q4, at the same time next year for Japanese customers OEM blue LED products, will have the opportunity to have the strength of sales doubled as for the four yuan, the new LED OEM is relatively uncertain.

Guang Lei, deputy general manager Guo Zhaojiong pointed out that the second half of this year sales growth momentum is not particularly prominent, partly reflects the large outdoor billboards shipments are relatively small and did not particularly concentrated, expected next year, Q1 began to have the opportunity of the mainland (this part of the Department of shipping from the mainland subsidiary) outside the overseas customer goods, such as the whole orders and shipment schedule can be expected, is optimistic about next year Q1 operation will not be too light.

Because there's 3 billion LED optitek total monthly capacity during peak season is still not enough, so as to seek a new sales growth momentum of mainland tourists and meet the order requirements, has decided to set the new plant in Ningbo, and the construction scale of production capacity equivalent to the Taiwan factory production base, at the same time, the factory production capacity will be 08 years since Q4 has gradually opened, but the sales contribution mainly from the 09 year will become more significant, the future of cross-strait total monthly production scale will therefore rise trend.

Guo Zhaojiong pointed out that, according to the company and the Japanese strategic partners (referring to Asia) agreement, optitek next year for the foundry production of blue LED number will continue obviously this year showed a substantial growth, do not rule out the organic will be doubled the number of supply level, become one of the main 08 years operating growth momentum.

Source: Lean news