发光二极管芯片制造商Epistar, Formosa Epitaxy 和Arima光电公司在今年第一季度的税前收益和每股收益都有所下降。由于低边际收益的蓝光LED的更高销售比例和 芯片销售又不好，Epistar公司的每股收益在第一季度暴跌93%，然而，芯片制造商仍对第二季度表示乐观，当高亮度氧化铟锡LED芯片的每月出货量可以超过它最近的出货纪录。分析家认为，Epistar公司应该会在这个季度的收入增长30%。分析家预测制造商会达到总边际收益的26%，比之前的一个季度增加6%。由于Formosa Epitaxy公司过去还仍然在消化其存货，所以第一季度收益也不好。然而，Formosa Epitaxy公司力争在这个季度扭转形势，此外，发光二极管芯片制造商打算从目前的1亿至1.2亿个单位的月生产能力到今年底的1.8亿。
据最近的经济日报新闻报道，Arima公司3月份从Stanley Electric公司接到更多用于汽车磷化铝镓铟LED芯片，使Stanley Electric公司成为Arima公司的最大客户，超过了Agilent Technologies公司。制造商估计由于磷化铝镓铟LED这一部分的增长将可以有助于制造商的第二季度收入增长40%。但是Arima公司拒绝发表看法。另据相关新闻报道，台湾发光二极管制造商Everlight，Harvatek和Bright公司也都在第一季度的遭受每股收益的下降。
|
LED firms 1Q EPS (NT$) |
|
|
1Q04 |
1Q05 |
Y/Y |
|
LED chipmakers |
|
Epistar |
2.18 |
0.16 |
(93%) |
|
Formosa Epitaxy |
0.31 |
(0.25) |
- |
|
Arima Optoelectronics |
0.76 |
0.01 |
(99%) |
|
LED makers |
|
Everlight |
1.04 |
0.61 |
(41%) |
|
Harvatek |
1.08 |
0.05 |
(95%) |
|
Bright LED |
1.35 |
0.34 |
(75%) |
|
LED firms 1Q pretax profits (NT$m) |
|
|
1Q04 |
1Q05 |
Y/Y |
|
LED chipmakers |
|
Epistar |
271 |
12 |
(96%) |
|
Formosa Epitaxy |
22 |
(25) |
- |
|
Arima Optoelectronics |
100 |
1.8 |
(98%) |
|
LED makers |
|
Everlight |
318 |
215 |
(32%) |
|
Harvatek |
137 |
10 |
(93%) |
|
Bright LED |
143 |
46 |
(68%) |
|
LED firms 1Q revenues (NT$m) |
|
- |
1Q04 |
1Q05 |
Y/Y |
|
LED chipmakers |
|
Epistar |
780 |
654 |
(16 %) |
|
Formosa Epitaxy |
169 |
189 |
12% |
|
Arima Optoelectronics |
572 |
514 |
(10%) |
|
LED makers |
|
Everlight |
1,506 |
1,365 |
(9%) |
|
Harvatek |
520 |
418 |
(20%) |
|
Bright LED |
579 |
494 |
(15%) |
|
LED makers: March 2004 - March 2005 revenues (NT$m) |
|
Month |
Everlight Electronics |
Bright LED |
Harvatek |
|
Sales |
Y/Y |
Sales |
Y/Y |
Sales |
Y/Y |
|
Mar-05 |
506 |
-10.7% |
192 |
-5.6% |
144 |
-14.5% |
|
Feb-05 |
382 |
-20.3% |
146 |
-30.4% |
123 |
-15.1% |
|
Jan-05 |
425 |
-7.8% |
155 |
-6% |
151 |
-26.2% |
|
Dec-04 |
393 |
-25.1% |
125 |
-37.8% |
127 |
-34.6% |
|
Nov-04 |
471 |
-6.8% |
174 |
-8.8% |
150 |
-17.9% |
|
Oct-04 |
494 |
0.9% |
178 |
-3.6% |
142 |
-39.4% |
|
Sep-04 |
501 |
14.7% |
194 |
6.8% |
134 |
-41.2% |
|
Aug-04 |
484 |
33.3% |
173 |
7.2% |
118 |
-37.6% |
|
Jul-04 |
507 |
41.1% |
170 |
13.6% |
141 |
-7.6% |
|
Jun-04 |
603 |
57% |
162 |
19.9% |
155 |
20.5% |
|
May-04 |
583 |
57.5% |
174 |
28.8% |
177 |
33.2% |
|
Apr-04 |
469 |
20.1% |
328 |
125.2% |
210 |
24% |
|
Mar-04 |
566 |
20.2% |
204 |
38.6% |
169 |
1.7% |
|
LED chipmakers: March 2004 - March 2005 revenues (NT$m) |
|
Month |
Epistar |
FOREPI |
Arima Opto |
|
Sales |
Y/Y |
Sales |
Y/Y |
Sales |
Y/Y |
|
Mar-05 |
249 |
-5.9% |
81 |
6.9% |
195 |
-7.9% |
|
Feb-05 |
200 |
-24.3% |
51 |
-10.4% |
140 |
-20.4% |
|
Jan-05 |
207 |
-17.2% |
57 |
54.7% |
179 |
-3.3% |
|
Dec-04 |
187 |
-31.7% |
86 |
44.5% |
204 |
7.2% |
|
Nov-04 |
200 |
-13.6% |
102 |
79.1% |
251 |
38.9% |
|
Oct-04 |
216 |
3.9% |
94 |
81.2% |
262 |
45.5% |
|
Sep-04 |
227 |
19.7% |
81 |
82% |
270 |
63.9% |
|
Aug-04 |
200 |
13.5% |
88 |
174.8% |
255 |
66.7% |
|
Jul-04 |
250 |
51.5% |
86 |
86.2% |
221 |
45.7% |
|
Jun-04 |
304 |
96.7% |
76 |
60.6% |
207 |
37.1% |
|
May-04 |
284 |
66.2% |
104 |
62.1% |
229 |
45.8% |
|
Apr-04 |
272 |
65.2% |
76 |
25.5% |
223 |
29.6% |
|
Mar-04 |
265 |
45.2% |
76 |
-4.5% |
212 |
12% |
|
LED makers: 3Q 2003 - 3Q 2004 revenues (NT$m) |
|
Quarter |
Everlight Electronics |
Bright LED |
Harvatek |
|
Sales |
Y/Y |
Sales |
Y/Y |
Sales |
Y/Y |
|
3Q-04 |
1,491 |
28.3% |
537 |
9% |
393 |
-31.6% |
|
2Q-04 |
1,656 |
40.2% |
664 |
59.6% |
541 |
26.9% |
|
1Q-04 |
1,506 |
24.7% |
579 |
65.9% |
520 |
9.8% |
|
4Q-03 |
1,509 |
41.6% |
574 |
69.7% |
608 |
30.9% |
|
3Q-03 |
1,163 |
15.2% |
493 |
64.2% |
575 |
77.3% |
|
LED chipmakers: 3Q 2003 - 3Q 2004 revenues (NT$m) |
|
Quarter |
Epistar |
FOREPI |
Arima Opto |
|
Sales |
Y/Y |
Sales |
Y/Y |
Sales |
Y/Y |
|
3Q-04 |
677 |
27.5% |
255 |
107.2% |
746 |
58.9% |
|
2Q-04 |
860 |
75.5% |
256 |
49.1% |
659 |
37.3% |
|
1Q-04 |
780 |
51.6% |
169 |
-24.4% |
572 |
12.2% |
|
4Q-03 |
712 |
25.5% |
168 |
-15.2% |
551 |
36.9% |
|
3Q-03 |
531 |
0.9% |
123 |
-3% |
469 |
24.2% |
中国互联网
深圳网络警
公共信息安
不良信息
中国文明