Purchase of scattered sources of light for the first time using the mainland LED chip

With the North American brands resorted to price war, to stimulate the LED lighting demand, from September to October LED billion light 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. Rather than fear the LED industry boom chaos, one hundred million light new factory to expand the pace of the factory unchanged.

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 element orders optimistic growth this year look at the 2 digit.

Billion light second quarter revenues of NT $7 billion 56 million yuan (below, equivalent to approximately RMB 1 billion 387 million yuan), the annual reduction of 7.73%, but with the order back, this season is expected to resume operations and growth, August Everlight revenues have returned to growth track, the monthly increase of 3.61%, reaching 2 billion 334 million yuan (about 459 million yuan).

But in the days before billion light corporate briefing admits, EPISTAR LED chip quality was relatively good, 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 (about 393 million yuan), the follow-up will depend on market conditions additional equipment.

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 16 specific incentive approach in foreign investment covering 800, stock incentive 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, the closing price of 16 yuan to 50.3 yuan, up by 1.62%.

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