[High-tech LED News] Jingdian estimates that Q4 revenue will drop 20% compared with Q3 this year, but in terms of profit, due to the fact that Jingdian’s Q4 downstream customers will launch the new TV unit this year, the gross average price will be expected. There is an opportunity to improve compared with Q3. In addition, the inventory price loss and the out-of-pocket investment loss have improved in Q4, so it is estimated that the crystal TV Q4 earnings per share will be better than Q3's 0.02 yuan.
Jingdian pointed out that the proportion of Q3 revenue in this year, lighting accounted for 24%, is actively expanding the overseas lighting market, HV LED chip successfully entered the Philips LED lighting supply chain this season, Jingdian plans to occupy the lighting next year The proportion will exceed 30%.
At present, there are 230 sets of crystal electric MOCVD machines, of which 170 are blue light and 6 are quaternary devices. The utilization rate of blue light capacity is 80%, and the utilization rate of four yuan is 70%. In response to next year's capacity expansion plan, Jingdian said that since the current demand is not clear, and the order visibility is only seen for one month, it is expected that MOVCD machines will not be purchased next year.
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