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SMD LED for Baihong April revenue capacity, only NT $320 million

The Baihong (3031) pointed out that in April the previous orders amount to 380 million yuan, so the market expected April revenue opportunities than in the March. However, revenue was only 320 million yuan, far below expectations. Estimated to be able to reach 350 million Q3 capacity, by the end of 2008 up to 380 million, in other words, the second half of the production capacity of the tight situation is expected to relieve the 2008.

Baihong said, SMD orders Wang, but lack of capacity. The infrared and the traditional LED two product lines, then the empty capacity, orders are not smooth. Baihong April SMD productivity gap of about 7, 80 million yuan, is expected by the end of May increased 30 million, the production capacity of 300 million pieces, but Baihong SMD orders situation, there are still 1~5 the productivity gap.

The market is expected to open, Baihong SMD capacity is limited, while SMD contributed to revenue has reached its limit, if the infrared and the traditional LED demand is still no return, market expectations, a substantial increase in temperature in May revenue Baihong probability is not high, only slightly higher than in April.

Source: LEDinside

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