Ligu orders have high visibility, and EPS is expected to challenge NT$2.1

Theme: Industry Finance
On March 18th, LED packaging factory Lixin (8111) said that in 2010, it began to ship large-size panel backlight products. At present, orders are larger than capacity, and order visibility is up to May. The legal person estimates that Lisheng’s revenue growth rate will exceed 80% this year, and the earnings per share will challenge NT$2.1.

It is reported that Lixin's new plant in the forest has started production, with a planned solar cell module capacity of 50 megawatts. SMD-type LEDs have a monthly capacity of 120 million at the end of the year, which is a significant increase from the current capacity of about 30 million. The capacity target jumped to 300 million. Tong Yi, chairman of the company, said that the main reason is that LED TV and LED monitor penetration rate will increase year by year, market demand will grow substantially, and Licensing has also received relevant orders to prepare capacity.

Tong Yixing pointed out that LED TV products are expected to be certified in Q2 and Q3, and LED monitor products will be shipped earlier. It is estimated that LED backlights will contribute 800 million yuan in revenue in 2010, which will be the most important camp in 2010. Focus on the focus.

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