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The LED factory benefited from Samsung's strong support for LED TV, and many manufacturers achieved record high revenues in the third quarter. The legal person is optimistic that Jingdian (2448), Yuyuan (3061) and Taigu (3339), which have actively deployed the mainland LED TV supply chain, will be the beneficiaries. The fourth quarter will continue the third quarter performance, and the fourth is expected. The quarterly gross profit margin is over 30%, the round is also expected to stand 27%, and the Thai Valley is 15%.
At present, Taiwan LED Epitaxial Factory has close cooperation with Han Factory, but has locked the next wave of layout targets in the mainland. It is understood that Jingdian has contact with mainland TV manufacturers such as TCL and Hisense, and has concentrated orders. The risk of the Korean factory. In addition, the supply of high-brightness blue LEDs is tight, and the LED factory has made good news in the third quarter. The corporate circle has been further optimistic. Jingdian, Yuyuan, Taigu, etc. entered the upstream epitaxial plant of the LED TV supply chain, and won in 2010. Lee is expected to climb the ladder. Compared with this year's triple jump, the legal person estimated that Jingdian will earn 1 yuan per quarter from 2010, and the EPS challenge is NT$4.5. 
Theme: Industry