LED equipment boosted Wangsi's November revenue by up to 393 million Taiwan dollars

Semiconductor equipment machine factory Wangsi (6223) public revenue in November, reaching 393 million Taiwan dollars, although the decline of 2.36% compared with October's 402 million yuan, but 180% growth over the same period of 2009, 140 million, still hit The history of the second high, the cumulative January-November revenue was 3.225 billion yuan, an increase of 159.7% over the same period in 2009.

Wang silicon products are divided into two major categories of LED and semiconductor equipment. The visibility of LED equipment orders has been seen in Q1 2011, and some of the machine sales revenues are recognized in this quarter. Therefore, Q4 revenue is expected to be the same as Q3; The revenue of the public in October and November continued to strengthen, and the market expects that the revenue of Wangsi Q4 will grow by about 0-5%.

Looking forward to 2011, Wangsi is still optimistic about its operation. As LED equipment is related to MOCVD demand, it is expected that shipments will continue to grow in the next year, driven by China's demand. However, market competition is intensifying, and gross margin may be under downward pressure. On the semiconductor side, In 2011, new customers will be added, and revenue is expected to continue to rise.

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