Zhou Lei merged and gradually improved from the operational haze

Topic: Industry should have high-brightness blue LED applications and strong growth in demand, and Zhou Lei Technology (3517) plans to expand production. However, the recent expansion of large-scale factories is active. At present, the MOCVD machine order has been extended to 8 months. Even if the company is placing an order, it is impossible to introduce a new machine before the end of 2009. Therefore, it cannot turn a profit in 2009. .

Recently, Zhou Lei merged with Xujingguang Technology and combined with complete photonic crystal technology to greatly enhance the brightness of LED epitaxial. Xujingguang Technology is the first manufacturer in Taiwan to have a basic patent for complete photonic crystal technology. This technology can enhance the brightness of LED epitaxial. Xu Jingguang said that in the future, Zhou Lei will use the full color LED epitaxial chip production experience, combined with Xu Jingguang's photonic crystal technology, to show integrated effects in product and operation.

Taking advantage of the combined effect, Zhou Lei continued to grow in October and gradually got rid of the business haze. The monthly revenue was NT$51.2 million, a decline of 1.25% compared with the same period in 2008. The decline was significantly reduced. The accumulated revenue from January to October was 330 million yuan. , a reduction of 53.68%. Since Zhou Lei’s losses in the first half of the year were too large, although the company’s performance continued to grow in the second half of the year, it still could not make up for the recession in the first half of the year, and it was unable to introduce new machines. Therefore, it could not turn a profit in 2009. Zhou Lei said that in this wave of LED shortages, the company continued to lose money. The main reason is that Zhou Lei products mainly include red and yellow LEDs and blue LEDs. Among them, red and yellow LED products have a higher proportion, and the machines that produce blue LEDs are very Less, and currently out of stock LEDs are concentrated in high-brightness blue LEDs.

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