Yuefeng subsidiary LED sapphire single crystal factory Taiju Optoelectronics, in the continuous improvement of large customer capacity, June monthly revenue will slightly rebound from May.
At present, Taiju Optoelectronic's LED sapphire single crystal monthly revenue is about NT$60 million. Although the historical peak is more than 100 million yuan, the company's current production capacity has been expanded to 500,000 mm (mm). , reaching a new high level in history, and shipments are also at an all-time high. However, as the price of sapphire substrates has dropped sharply since last year, the average unit price of products is in the historical low-end area, and it is not easy to make the revenue of Taiju Optoelectronics.
Yuefeng said that Taiju Optoelectronics' revenue in June will be slightly better than that in May, which is mainly due to the increase in capacity utilization of downstream customers. However, Yuefeng also admitted that although the price of sapphire substrates in the market has not continued to decline in the near future, it is also difficult to rise. Therefore, Taiju Optoelectronics does not seek more on the orders, but seeks a more optimized product portfolio to increase the unit price and gross weight of the products. interest rate.
For Taiju Optoelectronics, large-size orders from overseas customers are a better product mix. It is reported that the proportion of Taiwanese and overseas customers of Taiju Optoelectronics in the past was about 8 to 2. Recently, under the active deployment of overseas markets, the proportion of overseas customers has increased to over 40%, while Taiwanese customers have dropped to 5 or 60%.
Yuefeng pointed out that the LED customers' profitability in the third quarter will turn better, and the market conditions of LED lighting in the second half of the year will be more optimistic. Therefore, Taiju Optoelectronics will also treat the operation in the second half of the year.
At present, Taiju Optoelectronic's LED sapphire single crystal monthly revenue is about NT$60 million. Although the historical peak is more than 100 million yuan, the company's current production capacity has been expanded to 500,000 mm (mm). , reaching a new high level in history, and shipments are also at an all-time high. However, as the price of sapphire substrates has dropped sharply since last year, the average unit price of products is in the historical low-end area, and it is not easy to make the revenue of Taiju Optoelectronics.
Yuefeng said that Taiju Optoelectronics' revenue in June will be slightly better than that in May, which is mainly due to the increase in capacity utilization of downstream customers. However, Yuefeng also admitted that although the price of sapphire substrates in the market has not continued to decline in the near future, it is also difficult to rise. Therefore, Taiju Optoelectronics does not seek more on the orders, but seeks a more optimized product portfolio to increase the unit price and gross weight of the products. interest rate.
For Taiju Optoelectronics, large-size orders from overseas customers are a better product mix. It is reported that the proportion of Taiwanese and overseas customers of Taiju Optoelectronics in the past was about 8 to 2. Recently, under the active deployment of overseas markets, the proportion of overseas customers has increased to over 40%, while Taiwanese customers have dropped to 5 or 60%.
Yuefeng pointed out that the LED customers' profitability in the third quarter will turn better, and the market conditions of LED lighting in the second half of the year will be more optimistic. Therefore, Taiju Optoelectronics will also treat the operation in the second half of the year.
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