Taigu's August revenue fell 2% to NT$251 million, and may continue to slip in September

LED epitaxial Taiwan factory Taigu (3339) In August 2010, the revenue dropped to NT$251 million, a decrease of nearly 2% per month, and the annual increase was still 154%. The accumulated revenue in the previous August was about 1.626 billion yuan. The rate is nearly 138%.

In view of the fact that the recent release of the user terminal is still conservative, it is unclear whether the LED backlight LCD TV inventory adjustment has bottomed out, and the supply of raw materials is not sufficient. Taigu expects that the revenue in September may fall a little further than in August. In September, revenues will maintain a level of more than 200 million yuan, and Q3 revenue will reach 700 million yuan, an increase of about 20% over Q2. Although the demand for LEDs for lighting applications has been growing, it has not been able to achieve significant benefits in the short term.

The total number of MOCVD machines in Taigu is now 39, and it is planned to introduce 7 new machines. The supply of raw materials will be delayed due to the lack of raw materials.

Related stock price 2010/09/08 - 16:00 Taigu TWD 34.50 (+3.14%)

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