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Photoelectric shares increased demand, billion light 9 ~ October LED lighting orders optimistic

With North American brands resorted to price war, to stimulate the LED lighting demand, billion light (2393) from September to October LED lighting orders optimistic, in order to meet the customer demand price, billion light dispersion LED chip procurement sources, this year for the first time by using LED chip, LED lighting and LED industry boom fear; chaos, billion light Causeway new factory plant expansion constant pace. As the North American LED lighting market price to accelerate to catch the end, coupled with the launch of the LED version of the bulb is large because of low price, Lunda therefore judge, LED supply chain needs a seasonal adjustment, but billion light has experienced LED lighting orders that return, 9 ~ October LED lighting LED lighting assembly orders optimistic, this year growth look at the 2 digit. Billion light second quarter revenue of $7 billion 56 million, an annual decrease of 7.73%, but with the return of orders, this season is expected to resume growth in the operation, while billion light in August revenue has returned to growth track, the monthly increase of up to $2 billion 334 million by 3.61%. But in the days before billion light corporate briefing admits, although the quality of LED crystal electric is better, but the mainland manufacturers LED chips in lighting products, regardless of price, performance reached a certain level, so this year, billion light in LED lighting products for the first time on the adoption of land plants to disperse LED chip. Chip sourcing. Billion light has won four major brands in the LED lighting lighting OEM orders, the next will be the five lighting storm path orders, the second half of the LED industry is not busy season, but billion light product line dispersion, plus mobile phone flash LED market share up to 40%, at the LED plant in relatively cold constitution. As for the new factory, billion light also according to the established plant expansion pace, this year's capital expenditure of about 2 billion yuan, the following equipment will depend on the additional market. Billion light in the first half of this year EPS reached 2.05 yuan, is one of the few substantial profits LED plant, although the second quarter LED industry boom is weak, the second half is not busy season, but still maintain the corporate EPS billion light year estimated value of 4 yuan, billion light shares fell deep after buying certain incentive approach in foreign capital back to yesterday 800 Zhang, incentive stock billion light stand 50 yuan integer points, the distance of this wave of low of 34 yuan, the cumulative increase of 47%. At present, the net worth per share of 38.3 yuan, is a small number of shares higher than the net worth per share LED plant, closing price of $50.3 yesterday, up by 1.62%. (source: Business Times reporter Li Shuhui / Taipei)

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