Yiguang Yefufu responded to the rumors of the Philips OEM

LED lighting prices continue to fall, European and American international manufacturers in response to the price decline trend, intends to increase the commission of OEM orders, Taiwanese manufacturers will be expected to benefit from the foundry trend, the market has spread the listed company Everlight has received Philips ( Philips) lighting OEM orders, in this regard, Yiguang Chairman Ye Yufu said that he has not yet received the order.

Ye Haofu said that "there has not been an order for OEM", whether there is a possibility of receiving orders in the future, Ye Haofu said that the LED lighting market is continuing to fall under the per-litre price, the European and American manufacturers are facing the pressure of profit erosion, the price trend has Conducive to the release of OEM orders from international manufacturers, in addition to continuing to cultivate their own brands, Yiguang will actively strive for the release of orders from major manufacturers, and does not rule out the opportunity to enter the field of international brand factories in the next year.

The legal person said that Yiguang's operation and control is good. This year, after the market scale is enlarged but the terminal price is falling, the gross profit margin is still locked at 24%, showing the cost control and operation management benefits. As the LED price competition is still in progress, it is estimated that the international manufacturers include Philips, GE, OSRAM, and even Nichia are likely to expand their outsourcing orders, which will help Taiwan's LED factories to increase their OEM business.

In the short-term, Yiguang was affected by the fourth quarter inventory adjustment. This year's profit peak has passed. The annual EPS has been lowered from NT$5 to NT$4.5.

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