Taiwan's LED plant in June revenue out the door, have largely remained a growth trend since February. Chip factory orders visibility you can see at least the fourth quarter, the downstream packaging plant in the Tablet PC, the TV backlight Qi Yang on the occasion, the operations are also monthly rise. Epistar, Formosa Epitaxy confident expansion, the East Bay for the second quarter revenue quarter by goal seven touchdowns success, the industry is optimistic about the second half performance.
Beneficiaries fill inventory needs to end markets, as well as information and communication in the second half of new divergent listed huge LED Ethnic orders, revenue news of success in June, defeated quarter chassis deposit effect. The Epistar June revenues 1.729 billion yuan (NT, the same below), a growth of 4.3 percent from May, 2nd-quarter revenue quarter by 36%. The Epistar forecast gross profit margin of more than 2 percent in April and May, plus reinvestment wide gallium loss narrowed, relaxed and can turn a profit in the second quarter, the current market optimistic about the second quarter of the first quarter of the profit the opportunity to loss of 500 million yuan to restore peace, to hand over the first half of the transcripts of the damage level.
The East Bay in June revenue climbed to 700 million yuan mark, reaching a new high in the 24 months since the quarter of the second quarter consolidated revenue growth rate of 68%, operating the most pretty. The East Bay to catch Google Tablet PC supply chain, to become the exclusive LED backlight supplier, it is estimated that the Tablet PC and handheld device in 2012 will account for backlighting applications revenue of about this part of the requirements of high brightness, a chance to improve product portfolio and improve gross margins.
Upstream extension of plant Formosa Epitaxy also revenue settlement in June, but estimated June revenue is expected to continue to rise, Formosa Epitaxy since March this year, production capacity will come fully loaded, the visibility of orders can be seen in the fourth quarter. From the color TV factory in the Mainland to pull the cargo force, in response to the needs of backlight, Formosa Epitaxy planning before the end of expansion, will increase to 20 sets of MOCVD machine put into production ranks, visible high-end chip is still showing a situation of shortage, the industry margin to improve the product mix, enhance the positive benefits for Maori.
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