At present, the main product applications of Zhaoyuan can be divided into substrates for blue-green LED components, substrates for surface acoustic wave filters, and substrates for other optoelectronic and semiconductor components. In terms of the proportion of revenue, the blue-green LED module substrate is the main source of revenue, accounting for more than 90%; customers are mainly Taiwan's epi-crystal factory.
Looking forward to the second quarter of this year, the demand for Zhaoyuan LED industry has gradually recovered. At present, the production capacity has reached full capacity, and the visibility of orders has also been longer than before. It is estimated that Q2 revenue will be NT$494 million and post-tax EPS will be RMB0.48.
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