Taiwan in the third quarter of the LED industry lean fat

The third season LED packaging factory, extension factory profit is different, showing on the thin upstream under the fertilizer phenomenon of crystal power, canyuan profit is not ideal, the downstream billion light, macro Qi, Bai Hong, East Bay, light tripod, ligitek downstream packaging factory has good results, the first three quarters of net profit share after tax downstream packaging Dachang billion light of NT $3.68, opened with the upstream epitaxial crystal electric Dachang gap of 0.94 yuan.

LED third quarter order visibility is not high, EPISTAR, canyuan revenue than the second quarter of recession. Crystal new capacity in the third quarter in place, but the list is not very prosperous, gross profit margin fell to about $17% in the third quarter profit of less than NT $100 million, EPS only $0.13, down more than 70% in the previous quarter. Canyuan third quarter gross margin of 19.4%, EPS0.07 yuan, the profit is also compared with the second quarter decline of more than 70%. However, crystal electric price play to the limit, canyuan is still close to the limit.

LED packaging factory, billion light thanks to intelligent mobile phone side light source shipments increased, the third quarter consolidated gross margin return to 30%, plus 9000 yuan exchange rate return interest billion third quarter net income of 484 million yuan nt. However, due to the second quarter of the second quarter, the industry has a profit of $502 million, so that the profit in the quarter of the light of the quarter to reduce the profit of 3.58%, EPS1.33 yuan, a total of the first three quarters of EPS3.68 yuan.

Source: LEDinside