Billion's November revenue slightly lower than October's orders for crystal power in November exceeded expectations

Billion's November revenue was 1.336 billion Taiwan dollars, slightly lower than the NT$1,348 million in October. With the rush of LED TVs, the orders for November and December of the upstream epitaxial wafer maker Jingyuan Optoelectronics exceeded expectations.

Everlight announced that this month, its brand lighting products will be put on the Hong Kong channel, with LED bulb balls, candle lights and projection lamps as the main sales force, with the opportunity to stimulate December revenue upwards; Jingdian said that the backlight order is revenue growth. As a result, the capacity utilization rate has increased to more than 70%. It is expected that there will be an inventory factor in December. The order status in early December is not better than that in November, but it is not ruled out that there will be an urgent order later. The current capacity utilization rate is about 70. % up and down, Q4 will not lose money depends on the shipping situation.

At present, as the LED industry has the preparation of new models of Korean brand manufacturers in Q4, and LED TV sales in North America is good, the capacity utilization rate of LED manufacturers has rebounded slightly, as the price of LED upstream materials sapphire substrates is still falling. It also contributes to the profitability of Epistar Q4.

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