Blu-ray capacity is full, crystal Q2 revenue is expected to grow by double digits

LED chip makers in the second quarter of this year, driven by the simultaneous warming of lighting and backlight shipments, the production capacity of blue LEDs has reached full capacity, and it is estimated that there will be a double-digit increase in single-quarter revenue. Better than last season.

In the first quarter of this year, revenue was about 5.734 billion yuan, a decrease of 9.5% in the quarter and a decrease of 5.33% in the year. The gross profit margin was 19.7%, which was the highest in the past 10 seasons since the fourth quarter of the previous year. The operating profit reached 417 million yuan, but the exchange loss was up. 600 million yuan, resulting in a net loss after tax of 280 million yuan, a loss of about 0.26 yuan per share.

In April, revenues fell slightly to 2.19 billion yuan, a decrease of 1.9% per month and a year-on-year decrease of 4.5%, mainly due to continuous holidays and the early release of China's May Day stocking. However, as far as the overall second quarter is concerned, the single-season revenue is still expected to increase by double digits in the quarter due to the simultaneous lighting and backlight warming.

In the second quarter of this year, the main camp sports can be blue LED products. The main reason is the expansion of China's packaging plants, the demand for upstream LED dies, and the increase in orders from international OEMs. Among them, the proportion of lighting products is about 50%, and the proportion of backlight is about 30%. Due to the full capacity of the blue-capacity production capacity, the recent stable price, coupled with stable demand for quaternary LEDs and the company's increased cost control, it is speculated that the gross profit margin in the second quarter may be flat or slightly higher.

Jingdian is a LED epitaxial/wafer manufacturer that is used in panel backlights, lighting, LED signage, automotive lighting and other niche markets. The factories are located in Hsinchu, Miaoli and Tainan, as well as in Changzhou, Shenzhen and Xiamen in mainland China. At present, the quaternary products account for more than 25% of the overall revenue. It is estimated that there will be more than 30% of the opportunities this year, which will be positive for the gross profit margin. At the same time, VCSEL laser demand is also growing in mobile device sensing applications. The company will flexibly adjust the capacity configuration of the machine for the order demand.

In the second half of last year, the gross profit margin slowed due to the expansion of the same industry, the market order stabilized, the price of blue LEDs stopped falling, the company's production capacity adjustment, product mix optimization, and the proportion of four-element LEDs improved. The overall operating performance improved, but the assets were listed outside the industry. Loss and disposal of equipment losses, loss in a single season. In the first half of this year, gross profit margin and profitability of the industry continued to improve. However, in the second half of the year, mainland LED manufacturers including Sanan Optoelectronics, Aoyang Shunchang, Huacan Optoelectronics, etc., are expected to have new production capacity, and the impact on market conditions remains to be seen. .


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