Looking forward to this season (January-March 2013), due to the overstocking of the largest LED customers, no additional raw materials are needed until Q2. It is expected that the sales of 6-inch silicon wafers will also shrink, which will make this season's revenue season. Reduce 60% to only $8 million; loss per share will be $0.10-0.40.
Rubicon Chief Financial Officer William Weissman said that the current price of 2-4 inch sapphire wafers is lower than the company's finished goods and work in process inventory costs, so the company adjusted the value of these products by 1.6 million at the current market price from October to December. Dollar. He said that the company's competitors should now sell small-inch wafers at cost to reduce inventory or maintain capacity utilization.
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