LED packaging factory Q3 performance will continue to rise

LED packaging Taiwan factory in the LED TV market entered the traditional Wang quarter, the market believes that billions of light (2393), Dongbei (2499), Yuhong (3031), Hongqi (6168) and other 2010 Q3 revenue can be expected quarterly Increase by more than 10%.

It is estimated that in the peak season of the industry, and the shortage of SOP phototransistor couplers and the 10% price increase of Yiguang, the quarterly increase of Q3 revenue is expected to reach more than 15%.

Driven by the increase in shipments of Taiwan and South Korea TV products, Dongbei is expected to increase its revenue by 30% in the quarter. Q3 gross margin will also benefit from the increase in the proportion of TV products, and further climb to 27%.

Qihong Q3 has continued to increase its demand for LED applications, as well as large-capacity products such as TV, NB and monitors. The Q3 revenue quarterly growth rate has reached more than 10%.

In addition, Hong Qi is under the blessing of Korean LED TV products starting with Q3 volume shipments. Q3 revenue has an opportunity to increase by more than 20% in the quarter, Q3 gross margin will return to more than 25%, and EPS is estimated to be about 0.87 yuan.

Related stock price 2010/07/29 - 11:50 East Bay TWD 59.80 (+0.84%) Billion Light TWD 91.90 (+1.10%) Hong Hong TWD 39.90 (-0.75%) Hong Qi TWD 42.20 (-2.88%)

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