[High-tech LED News] Taiwan's probe card factory Wang Hao (6223) Q2 revenue was NT$1,078 million, a quarterly increase of 6.58%. The accumulated revenue for the first half of the year was 2.09 billion yuan, an increase of 54.88%. The company estimates that Q2 profit is equivalent to Q1. In the first half of the year, EPS will be raised from 3.15 in the same period last year to 5.3 yuan.
Wang Wei said that LED inspection equipment Q3 shipment visibility is quite high, the proportion of shipments in the first half of the year is expected to be 4:6, and due to the nature of deferred accounting, Q4 revenue contribution will reach the annual operating peak.
Wang Hao further pointed out that the Chinese mainland government actively promotes energy conservation and emission reduction policies, and drives local industry to invest heavily in the LED industry, which will also boost demand for LED machinery and equipment. In terms of the global LED industry, the Chinese mainland market accounts for 60-70%. The growth momentum of LED equipment will also become the locomotive of the global LED industry, optimistic about the subsequent local policy effects.
As for the probe card part, Wang Wei pointed out that the demand of the semiconductor industry is indeed weak, and did not feel the demand in the peak season. In terms of orders, it is slightly flat compared with Q2. Based on the performance of the two major product lines, overall, Q3 revenue will grow moderately by 5-10% compared to Q2.
Wang Wei said that LED inspection equipment Q3 shipment visibility is quite high, the proportion of shipments in the first half of the year is expected to be 4:6, and due to the nature of deferred accounting, Q4 revenue contribution will reach the annual operating peak.
Wang Hao further pointed out that the Chinese mainland government actively promotes energy conservation and emission reduction policies, and drives local industry to invest heavily in the LED industry, which will also boost demand for LED machinery and equipment. In terms of the global LED industry, the Chinese mainland market accounts for 60-70%. The growth momentum of LED equipment will also become the locomotive of the global LED industry, optimistic about the subsequent local policy effects.
As for the probe card part, Wang Wei pointed out that the demand of the semiconductor industry is indeed weak, and did not feel the demand in the peak season. In terms of orders, it is slightly flat compared with Q2. Based on the performance of the two major product lines, overall, Q3 revenue will grow moderately by 5-10% compared to Q2.
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