With the emergence of the mainland market layout benefits, customer OEM orders continue to increase, LED packaging factory Edison said that the third season is the traditional peak season for LED lighting, order visibility has been extended to 1.5 to 2 months, the production capacity of existing production lines The rate can maintain a peak of 90%. The legal person estimates that Edison's third-quarter revenue is expected to grow by more than 10% from the second quarter.
Wu Jianrong, chairman of Edison, pointed out that the mainland is currently a major producer of energy-saving lamps. Among them, major energy-saving lamps have begun to be interested in LEDs and actively turned to the development of LED fields. According to Wu Jianrong, in terms of the scale of the country's annual production of 10 billion energy-saving lamps, the orders of these mainland manufacturers are still the main influencers of the market.
Optimistic about the needs of the mainland energy-saving lamps factory, Wu Jianrong pointed out that these large factories have certain requirements for the production capacity of the suppliers. If the production capacity is insufficient, the customers will not consider placing orders. Wu Jianrong said that the company's first step is to expand its production capacity to 500 million units a month, so that it has the opportunity to win orders, including COB modules and high-power components, and the capacity is expected to expand in the third quarter.
With the addition of new capacity and the increase in customer OEM orders, Edison's internal plan, the next monthly revenue can be based on July, starting from 300 million NT dollars.
The legal person estimates that Edison's third quarter revenue is about NT$910 million, which is about 12% higher than the second quarter. The gross profit margin will be slightly higher than 12.3% in the second quarter, reaching 12.9%. After the quarterly tax Net profit and EPS are equivalent to the second season.
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Wu Jianrong, chairman of Edison, pointed out that the mainland is currently a major producer of energy-saving lamps. Among them, major energy-saving lamps have begun to be interested in LEDs and actively turned to the development of LED fields. According to Wu Jianrong, in terms of the scale of the country's annual production of 10 billion energy-saving lamps, the orders of these mainland manufacturers are still the main influencers of the market.
Optimistic about the needs of the mainland energy-saving lamps factory, Wu Jianrong pointed out that these large factories have certain requirements for the production capacity of the suppliers. If the production capacity is insufficient, the customers will not consider placing orders. Wu Jianrong said that the company's first step is to expand its production capacity to 500 million units a month, so that it has the opportunity to win orders, including COB modules and high-power components, and the capacity is expected to expand in the third quarter.
With the addition of new capacity and the increase in customer OEM orders, Edison's internal plan, the next monthly revenue can be based on July, starting from 300 million NT dollars.
The legal person estimates that Edison's third quarter revenue is about NT$910 million, which is about 12% higher than the second quarter. The gross profit margin will be slightly higher than 12.3% in the second quarter, reaching 12.9%. After the quarterly tax Net profit and EPS are equivalent to the second season.
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