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Tue, Jan. 12, 6:11 AM
Jul. 9, 2015, 4:04 PM
- SemiLEDs (NASDAQ:LEDS): FQ3 EPS of -$0.10
- Revenue of $3.5M (-23.9% Y/Y)
Apr. 10, 2015, 4:04 PM
- SemiLEDs (NASDAQ:LEDS): FQ2 EPS of -$0.09
- Revenue of $4.56M (+8.6% Y/Y)
Mar. 6, 2015, 12:45 PM
Jan. 20, 2015, 12:45 PM
Jan. 14, 2015, 7:38 PM
- SemiLEDs (NASDAQ:LEDS): FQ1 EPS of -$0.14
- Revenue of $2.93M (+28.5% Y/Y).
Dec. 22, 2014, 3:51 PM
- Taiwanese LED industry sources tell Digitimes the Chinese government "has ordered its subordinate agencies and local governments to stop offering subsidies and tax incentives for China-based LED epitaxial wafer and chip makers because such offering has disrupted market mechanisms and may violate WTO rules."
- Cree (CREE +3%), which has lost mid-power LED chip share to low-cost Chinese manufacturers, could benefit from the ending of subsidies. As might Taiwan's SemiLEDs (LEDS +6.3%) and U.S. LED wafer supplier Rubicon (RBCN -3.5%).
- On the other hand, equipment suppliers Veeco (VECO +2%) and Aixtron (AIXG -1.2%) could see their Chinese orders slump. Aixtron soared in September after landing a major order from Chinese LED chipmaker San'an Optoelectronics. Digitimes notes San'an has received generous subsidies from the Xiamen city government, and has placed major orders with both Aixtron and Veeco.
Nov. 28, 2014, 3:43 PM
- Taiwanese supply chain firms talking to Digitimes expect the total value of LED lighting output to rise 30% next year, with a doubling of shipments more than offsetting 30%-35% price drops. Research firm LEDinside expects shipment value to grow to $25.7B, or 31.3% of total lighting shipment value.
- On the other hand, the LED backlighting market is expected to continue declining, as prices continue falling and newer LED TVs require fewer chips.
- Though its LED chip/component business has been hit hard by a demand shift towards mid-power LED sales (often used for indoor lighting), CREE's LED lighting product sales are still growing briskly: They rose 51% Y/Y in calendar Q3 to $223.1M. Component/chip sales were down 20% to $173.6M.
- Wafer vendor Rubicon (NASDAQ:RBCN) expects a weak backlighting market to exact a heavy toll on its Q4 results. Demand is expected to pick up in Q1.
- Other industry names: AIXG, VECO, LEDS
Nov. 26, 2014, 4:02 PM
- SemiLEDs (NASDAQ:LEDS): FQ4 EPS of -$0.17
- Revenue of $2.27M (-32.8% Y/Y).
Nov. 25, 2014, 5:35 PM| Nov. 25, 2014, 5:35 PM
Jul. 14, 2014, 4:04 PM
- SemiLEDs (NASDAQ:LEDS): Q3 EPS of -$0.21 beats by $0.04.
- Revenue of $4.61M (+30.6% Y/Y) beats by $0.11M.
Jul. 13, 2014, 5:35 PM
Apr. 14, 2014, 4:25 PM
- SemiLEDs (LEDS) guides in its prepared remarks (.pdf) for FQ3 (May quarter) revenue of $4.3M-$4.8M; the sole analyst covering the company is expecting $5.03M.
- Thanks to inventory write-downs, FQ2 GAAP gross margin was -75%, a little worse than FQ1's -68%. Nonetheless, inventory only fell by $533K Q/Q to $10.8M (over 2x expected FQ3 revenue).
- SG&A spend fell 14% Y/Y to $2.26M, R&D spend rose 8% to $1.2M. The company's cash balance fell to $21.5M at the end of FQ2 from $28.1M at the end of FQ1.
- LED chip sales +117% Q/Q and 51% of revenue. LED components +6% and 30% of revenue. Lighting products -43% and 17% of revenue. SemiLEDs sees a shift towards LED component/packaging product sales relative to chip sales providing a margin boost going forward.
- FQ2 results, PR
Apr. 14, 2014, 4:05 PM
- SemiLEDs (LEDS): Q2 EPS of -$0.21 in-line.
- Revenue of $4.2M (-13.0% Y/Y) misses by $0.27M.
Apr. 14, 2014, 12:10 AM
Apr. 13, 2014, 5:35 PM
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