Benefiting from the pattern sapphire substrate (PSS) whole plant output and surface treatment (Surface) products shipped in the fourth quarter, Zhisheng Q4 revenue will grow at least 15%, and revenue in the second half of the year is expected to grow by more than 20%. Multiplier, the gross profit margin will also exceed the average of 34.4% in the first half of the year, and there is a chance to tie the record high. It is reported that Zhisheng's surface treatment has cooperated with the shell factory and successfully entered the iPhone and iPad mini supply chain.
Zhisheng said that from the client's point of view, the customer's utilization rate is maintained at 50% to 70%, LCD customers are fully loaded, but the profit pressure is still quite large, the economy is not good, but Zhisheng has three consecutive seasons B/B value More than 1, and historical experience, Zhisheng's B/B value is close to the North American semiconductor B/B value trend, through the combination of core technology into different products, Zhisheng's B/B ratio is even better than the data published by Semi.
In the layout of LEDs, Zhisheng's output orders for PSS through Huashun are expected to be shipped in the fourth quarter. Huashun, which is based on nano-imprint technology, is still losing money this year. look forward to. The reason is that although LED lighting has a growth rate of 60% to 100% this year, the loss of the packaging factory is high because of the high price of the chip, and the epitaxial plant is under considerable pressure to cut prices. PSS can increase the brightness of the chip by 30%, which helps the epitaxial factory to reduce costs. PSS technology is expected to transition from 2 inches to 4 inch wafers next year, which is a highlight of the LED market.
Zhisheng said that from the client's point of view, the customer's utilization rate is maintained at 50% to 70%, LCD customers are fully loaded, but the profit pressure is still quite large, the economy is not good, but Zhisheng has three consecutive seasons B/B value More than 1, and historical experience, Zhisheng's B/B value is close to the North American semiconductor B/B value trend, through the combination of core technology into different products, Zhisheng's B/B ratio is even better than the data published by Semi.
In the layout of LEDs, Zhisheng's output orders for PSS through Huashun are expected to be shipped in the fourth quarter. Huashun, which is based on nano-imprint technology, is still losing money this year. look forward to. The reason is that although LED lighting has a growth rate of 60% to 100% this year, the loss of the packaging factory is high because of the high price of the chip, and the epitaxial plant is under considerable pressure to cut prices. PSS can increase the brightness of the chip by 30%, which helps the epitaxial factory to reduce costs. PSS technology is expected to transition from 2 inches to 4 inch wafers next year, which is a highlight of the LED market.
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