In backlight market, apart from the holiday factor in May in China, Q2 sales
were also boosted by surging demands from mobile and tablet markets. Not only
the sales revenue but also the product development achieved a positive xx in
this quarter. Lextar’s side-view LED package was consigned by first tier
Japanese brand to its latest smart phone display, for its high efficiency of 155
lm/W and high brightness to reduce the LED number by 15%, therefore to meet the
energy efficiency requirement of mobile devices.
For lighting market, sales were fueled by high-end product demand from Japan,
steady sales of panel lights in Europe, and increasing demands for COB and high
power LED package in China. Despite of the impact by the price erosion in
retrofit lighting segment, Lextar maintained its stable presence in lighting
market with value added products including high efficiency tubes as well as
luminaire and LED lighting component lineup, to keep both revenue and gross
margin in lighting business.
Osram achieved a good performance in a challenging macroeconomic environment
in the third quarter of fiscal 2013. Revenue rose 2% year over year on a
comparable basis – excluding portfolio and currency effects – to almost €1.3
billion. Earnings before interest, taxes and amortization amounted to €22
million. The figure includes expenses from special items of €72 million,
particularly transformation costs. The adjusted EBITA margin was 7.4% versus
5.8% in the prior-year period, reflecting positive effects of the company
reorganization that has been underway since 2012 and which is well on track.
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