Three major LED chip manufacturers Q4 gross margins rise simultaneously

The LED upstream chip is in short supply, and the epitaxial plant in December 2009 has a weak quarter. The three major LED chip factories Jingdian (2448), Yuyuan (3061) and Taigu (3339) in the fourth quarter of 2009, the gross profit margins rose simultaneously. The sales of Jingdian and Yuanyuan in December are not far from the peak in November. Valley also has the opportunity to hit a new monthly high.

The legal person pointed out that the gross profit margin of Jingdian reached 30% in advance in September 2009. Due to the increasing shipment of blue LEDs and good product arrangement, the gross profit margin in October has reached 32%, and it has risen further in November. Although there were stocks in December, the performance of red LEDs was better than expected. It is estimated that the gross profit margin of Jingdian in December 2009 can be maintained at a high level, so that the gross profit margin in a single quarter exceeds 32%. Jingshi spokesperson Zhang Shixian further stated that there is no lightening in the short quarter, and the January operation will not be worse than December.

Under the expansion of economic scale and the improvement of yield and technology, the gross profit margin in the fourth quarter of 2009 is expected to exceed 30%, which is nearly 5 percentage points higher than the 25% in the third quarter.

After the Thai Valley squeezed into the LED chip supply chain for high-power LEDs and LED-backlit LCD TVs, gross profit margin rose sharply by 10%.
Related stock price 2010/01/06 - 10:02 Crystal Electric TWD 118.5 (+0.42) Thai Valley TWD 40.10 (+0.75) Round TWD 53.3 (+0.19)

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