Crystal Electric turns to Taiwan LED industry rebound

Taiwan’s LED chip maker’s profit performance was announced in succession last year. Of the four publicly listed companies, only EPS-2.7 (NT) was lost, and the rest included Jingdian, Guanglei and Guanghan. All were profitable performances, among which Guanglei EPS was the highest at around 0.77 yuan, and the leading plant Jingdian smoothly turned profit into a market indicator, indicating that the LED industry has established a rising trend.

Although last year the LED industry has seen signs of recovery, but the overall production capacity is still in excess of supply conditions, product prices continue to decline, the profitability of the various crystal plants still bear considerable pressure, the real industry conditions still have to wait until all operators reported Announced.

Jingdian’s net profit after taxation (attributable to the owners of the parent company) was 38.349 million yuan last year, turning it into a profit, EPS 0.04 yuan. In fact, since the second quarter of last year, Jingdian has maintained a profitable status for three consecutive quarters, mainly due to the growth of LED TV backlighting and lighting requirements, as well as the transformation of investment in physical fitness and order improvement. The operating profit for the entire year reached 441 million yuan. Yuan, but outside the industry was affected by the loss of financial liabilities that recognized CB. The annual EPS was only 0.04 yuan.

Observing Guanglei and Guanghan, although the LED industry has experienced a two-year downturn since the second half of 2011, Guanglei has been locked in the market for high-power LED lighting because of the day-to-day Asian-Asian chemical company. Therefore, when other peers fell into loss performance from 2011 to 2012, they still maintained profitability performance. This year, it also continued the stable performance of the previous two years. Guanglei EPS was about 0.77 yuan, and Guangliang was 0.6 yuan.

Due to the rapid decline in LED TV backlighting in the second half of last year, coupled with the slow progress of MOCVD machines in the production of lighting products, it is still unable to enjoy the LED industry demand for temperature business opportunities, and the net loss after tax (attributable to owners of the parent company) is 1.288 billion yuan. 1.2 times more than the previous year, EPS-2.7 yuan.

Although the new century, Taigu, and China have not announced financial statements, the EPS in the first three quarters was -1.7 yuan, -1.67 yuan, -1.17 yuan, while the fourth quarter was the traditional peak season for the LED industry, but the fourth quarter alone sprint It is very difficult to turn profit into full year.