Taiwan LED equipment factory Xin Xin September revenue rose 50% Q4 is expected to be better than Q3

Benefiting from the semiconductor plant's expansion of high-order processes, LED supply plants continue to move into the high-brightness PSS die field, equipment manufacturers Xinxin orders are full, and the emergency orders of LED wet process equipment are more in short supply. Xin Xin invested in the development of self-made semiconductor equipment, which is mainly the wet processing equipment and advanced packaging wet processing equipment.

Xinyi's September revenue reached 261 million yuan (NTD, the same below), a substantial increase of 50.35% from the previous month, an annual increase of 9.47%, a record high in a single month. The company's third quarter revenue of 602 million yuan, better than the legal person's estimated 515 million yuan, compared with the second quarter of 394 million yuan increased by 52.63%. The legal person estimates that the fourth season is the traditional equipment accounting peak season, revenue will peak, single-quarter revenue will see 700 million yuan, this year's full-year profit per share will be better than last year.

Xin Hao accumulated revenue of 1.288 billion yuan in the first three quarters of this year, an increase of 9%. The legal person estimates that Xin Hao’s total on-hand orders should have exceeded 1 billion yuan and will be shipped to the first quarter of 2013.

Benefiting from the expansion of high-end manufacturing processes in semiconductor and LED factories such as TSMC and Jingdian, Xinyi’s performance in the first half of this year reached a record high, and it reached a record high of 261 million yuan. Due to the return of orders, Xinxin's orders in hand have been scheduled for early next year, and the performance will continue to maintain high performance. The performance in the fourth quarter is expected to be better than the third season.

Xin Wei said that the recent semiconductor equipment industry boom showed signs of bottoming out, including equipment orders for advanced process expansion, which began to accelerate in June and July. At present, the order of Xinyi's homemade equipment orders is about December, and some products are available. The delivery schedule is more likely to see the first quarter of next year, so it is optimistic about the operation in the second half of the year.

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