Seoul Semiconductor Music Watches Q3 Operation Estimate Q3 Revenue is expected to increase by 14% quarter-on-quarter

Seoul Optodevice Company, a subsidiary of Seoul Semiconductor and upstream LED chips, is optimistic about its operation in the third quarter of 2012. The estimated quarterly revenue growth rate will be 4.7~14.2% and 2.8~7.4% respectively, and the revenue scale will reach 220 billion~2400 respectively. Billion won (about 195 million to 213 million US dollars) and 67 billion to 70 billion won, the operating profit rate is 4 to 6%, 7 to 11%.

In terms of application products, in the first half of 2012, the proportion of semiconductor lighting related applications in Seoul was 3 to 40%, and that of LED TVs was 25 to 37%. The proportion of SOC lighting applications was also about 30 to 40%, and the rest were backlights for displays.

Because lighting and LED TV backlights are the main revenue sources for Seoul Semiconductor in 2012, the product line layout in 2012 is mainly based on these two categories. In the field of LED lighting, the company's main product in 2012, Acrich2 revenue will be 10%; and in the second half of 2012, its new product “nPola”, which is leading the industry in mass production and using GaN substrate, will be expanded to the end of 2012. overseas market.

In terms of LED TV applications, Seoul Semiconductor has promoted low-cost direct-lit LED TV backlight components. By the first half of 2012, such products accounted for 40% of the company's LED TV revenue, and customers have spread to major display operators in Asia, including South Korea. In the mainland, Japan, Taiwan and other regions, it is estimated that the growth rate of LED TV applications in the third quarter of 2012 will reach 2 digits.

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