Epistar won the Japanese headlight orders, is Taiwan's first grain mill into high-threshold, high-profit headlights supply chain, is expected to begin early next year a small ship. Meanwhile, Epistar also won Samsung and LG's new TVs certification, the same will be shipped in Q1 next year.Legal persons that Epistar has to enter the Japanese depot supply chain, brake lights and turn signals received orders, the major markets in Asia, should be based on the Japanese-based. LED lighting market gradually take off, but the largest amount of general lighting price competition, firms open up all hope niche market, and automotive lighting profit is good, long product life cycle, the LED lighting module from the downstream industry, the middle of the package to the most upstream grain plant, yearning to break into. Ben Asian investment adviser estimates automotive lighting Maori frequently than 4 percent, while Epistar, Everlight second quarter of this year, only about 15% of the overall gross profit margin.LED industry have pointed out, the lights with LED grain accounted for a very small cost of the vehicle to a group of approximately 30-40 pieces of grain taillight use calculation, Philips and Epistar spreads may be less than 200 yuan NT, often internationally renowned depot want to save a little money, and risky conversion supplier. Therefore able to cross lights Original Epistar is even more rare. Automobile brake lights are red, yellow lights for direction, while Epistar field in four yuan red, yellow, light, regardless of technology, capacity and patents are the world's strongest. However, there are still variables Epistar Q3, mainly backlight demand may not be high season prices. Morgan Stanley estimates Epistar Q3 quarter total revenue of approximately minus 3% of total revenue in the second half than the lighting will be increased to 40% (30% for the first half), profitability in its Canton Ga profit, customers are more dispersed under , is expected to gradually improve estimated Q3 margin 18%, Q4 about 15%. |
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Epistar Wins Japanese LED Orders