Jingyuan Optoelectronics’ production capacity is fully loaded, and its revenue has shown annual growth for three consecutive months.
Epistar’s revenue in August reached a new high since April this year with 2.216 billion yuan (NT$, the same below), with the annual growth rate expanding to 15.43%. The single-month revenue climbed to the level before the production freeze. Epistar said that FC (flip chip sealing) The production capacity of high-end blue LEDs such as TV backlight chips and mobile phone flashlights are already in short supply. Epistar will continue to select orders for production. The legal person expects that Epistar’s revenue in September will also increase compared with the same period last year.
According to Jingdian’s statistics, the company’s revenue in August reached 2.216 billion yuan, a monthly increase of 1.6% and an annual increase of 15.43%. It was the third consecutive month of annual growth. The single-month revenue recovery rose to the pre-freeze level; the cumulative revenue in the first eight months was 17.01 billion yuan, an annual decrease of 2.5%.
Epistar pointed out that demand for high-end blue LEDs has returned since June, including FC and CSP chips required for TV backlights, as well as chips required for mobile phone flashlights. Demand for mobile phone flashlights has increased significantly. Due to new applications of dual lenses and selfie needs, the number of LEDs required for front and rear lens flashes has increased compared with the past. In terms of quaternary red LEDs, small-pitch displays and automotive applications have the strongest demand, and the order visibility for some products can even last until November.
Epistar also pointed out that since the beginning of this year, chip factories have tightened their capacity expansion efforts, and the increase in new production capacity has been limited. However, demand has rebounded since June. For Epistar, high-end production capacity has been in short supply. In addition to continuing to select orders with better quality, Epistar will also put newer equipment that was previously stored into production back into production.
Jingdian said it could not comment.
Epistar’s revenue base period in August last year was low, which was also the reason for the annual revenue growth in August. Looking forward to September, the annual growth rate can still maintain growth. The entire third quarter has entered the normal peak season track, and the capacity utilization rate will also remain at full capacity.
Therefore, since September, foreign investors have continued to buy super crystal power, with a total of 7,471 overbought lots. Investment trust legal persons have also joined the overbuying ranks, with a total of 6,148 overbought lots. Foreign legal persons' shareholdings have slowly risen to 21.83%.
ANNA