Too early next year and LED packaging factory in China to start substantive cooperation integration

Manufacturers of small and medium size panel (8069) pointed out that the PVI stage shipments of observation, Q4 operating performance is better than the original expectations, expected revenue this quarter will have the opportunity to present Q3 flat, and even does not rule out the opportunity for profit growth slightly, in the pre Q4 period, the original profit of approximately the same as the Q3. Good sales, continued to scale better than the original expectations in the product portfolio, the gross profit margin this quarter is expected to continue to ascend, single quarter profit performance will continue to exceed the level of Q3. Orders from the current market conditions, the visibility of orders has extended to Q2 next year, in the downstream customers in advance preparation action has been positive, the next Q1 operating is not short off-season.

As for the new investment business layout trend, if the board has passed a resolution to continue to overweight investment of $3 million and Yangzhou Huaxia integrated photoelectric Yongdao Yang Chau RFID tag is $4 million 410 thousand, of which the former is PVI in LED packaging manufacturers to the annual shares, the latter is more than the relationship between Yongfeng enterprise group created, specializes in RFID (radio frequency) applications such as proximity card and other production and marketing business. Legal person pointed out that from the overall trend of PVI investment layout, has become Yongfeng Yu Group mainly engaged in electronic industry layout hand manipulator.

The above 2 forms that invested enterprises, is expected to slow until the beginning of next year, PVI and reinvestments Huaxia integration to expand business cooperation in essence, be responsible for the supply of plant LED backlight PVI on both sides of product demand, which is expected to help the internal further reduce the cost of materials, the current of PVI the company's shares is less than 50%, the future will be gradually increase and obtain its operating shareholding dominance, as in Yongdao radio company, currently has more than 50% shareholding company, the company is still in the preparatory phase of the purchase of equipment machine, the operation has not been on track.

Source: Lean news