Nach Bearisher Bodenlandung gute Einstiegschance - 500 Beiträge pro Seite

[Jules0815]

Wäre jetzt mit sicherheit ne gute Einstiegsmöglichkeit, nachdem der Kurs so hart gefallen ist.

Wer is dabei?

[Jules0815]

http://www.stockta.com/cgi-bin/analysis.pl?symb=LEDS

[EPB]

Antwort auf Beitrag Nr.: 40.864.296 von Jules0815 am 14.01.11 16:53:52

Wieso? Kann doch noch tiefer gehen...

[Jules0815]

Weils gleich wieder aufwärts geht, desswegen :-)

[Jules0815]

Hab ne kleine Position bei 13,18 EUR abgegriffen. Bin echt mal gespannt!

[Elch_007]

http://www.finviz.com/quote.ashx?t=leds&ty=c&ta=1&p=d

[Jules0815]

http://finance.yahoo.com/q/ta?s=LEDS&t=1d&l=on&z=l&q=l&p=e20…

Sieht für mich nach Boden für heute aus...

[Jules0815]

Wie sind eure Prognosen für Dienstag? ;-)

[Jules0815]

Also ich bin inzwischen sehr optimistisch das ich haargenau das Bodenstück erwischt habe :-D

[Jules0815]

18.73 0.82 (4.58%) 3:59PM EST



Guter RUN heute!

[Jules0815]

At 4:00PM EST: 18.81 0.90 (5.03%)

[Jules0815]

14:39 EDT LEDS
theflyonthewall.com: Rumor: SemiLEDs moves up on speculation General Electric has taken a stake

[Jules0815]

January 19, 2011 11:43 AM EST

Canaccord Genuity initiates coverage on SemiLEDs Corporation (NASDAQ: LEDS) with a Buy. PT $23.

Canaccord analyst says, "Given the IP risks outlined in this report (page 13-16) combined with the lack of history as a public company, we justify our valuation by applying an 18% discount to SemiLED’s main competitor, Cree (Nasdaq: CREE)...SemiLEDs is well positioned to benefit from the burgeoning SSL market in China. As a pure play on this secular trend, we believe the stock represents a good way for domestic-only funds to gain exposure to this opportunity."

"Based on our conversations with the Chinese Central Government, we believe
China is on the verge of announcing a national LED subsidy in its 12th fiveyear
plan to be unveiled this March."

For more ratings news on SemiLEDs Corporation click here and for the rating history of SemiLEDs Corporation click here.

Shares of SemiLEDs Corporation closed at $17.91 yesterday, with a 52 week range of $17.56-$32.12.

Quelle: Streetinsider.com

[Jules0815]

January 19, 2011 9:25 AM EST

Caris & Co. initiates coverage on SemiLEDs Corporation (NASDAQ: LEDS) with a Above Average. PT $24.

Shares of SemiLEDs Corporation closed at $17.91 yesterday, with a 52 week range of $17.56-$32.12.

Quelle: streetinsider.com

[Wunram]

Antwort auf Beitrag Nr.: 40.894.645 von Jules0815 am 20.01.11 11:56:42

Hallo Jules0815,

zur Vervollständigung
lt homepage LEDS:

Analyst Coverage

Firm 	                                Analyst 	        Contact Information

Bank of America Merrill Lynch   	Steve Milunovich 	Phone: [phone]

Barclays Capital   	                CJ Muse 	        Phone: [phone]

Jefferies & Company   	                Jesse Pichel 	        Phone: [phone]

SemiLEDs is followed by the analysts listed above...


Jefferies Starts SemiLEDs Corp. (LEDS) at Buy
January 18, 2011 8:31 AM EST
Jefferies initiates coverage on shares of SemiLEDs Corp. (NASDAQ: LEDS) with a Buy rating and a price target of $30 as the firm acted as the company's Bookrunner during their recent IPO. The firm reports that, "SemiLEDs owns 49% of its China SemiLEDs joint venture (JV) which is well-positioned to access the Chinese LED lighting market and attractive government incentives." They are releasing their EPS estimates for FY11 and FY12 at $0.71 and $1.11.
http://www.streetinsider.com/IPOs/Jefferies+Starts+SemiLEDs+…


Barclays Initiates Coverage on SemiLEDs (LEDS) with an Equalweight
January 18, 2011 1:38 PM EST
Barclays initiates coverage on SemiLEDs (Nasdaq: LEDS) with an Equalweight rating. PT $20.
Barclays analyst says, "SemiLEDs is an emerging high brightness LED
supplier, offering both quality (led by differentiated technology) and cost leadership (effective cost-down roadmap) in an increasingly competitive market. This said, we see uncertainty regarding pricing in the LED industry as a near- to medium-term headwind."
"We See a ~37% Earnings CAGR Over Next 3 Years: We estimate that
revenues/non-GAAP EPS will ramp from $43M/$0.53 in CY10 to $65M/$0.70 in CY11, $105M/$1.00 in CY12, and $138M/$1.35 in CY13."
http://www.streetinsider.com/IPOs/UPDATE+-+Barclays+Initiate…

SemiLEDs (LEDS) IPO Prices at $17, High End of Range
December 9, 2010 10:07 AM EST
The IPO for SemiLEDs Corporation (Nasdaq: LEDS) priced 5,250,000 shares at $17, above the expected $14.50-$16.50 range.
The offering is being led by BofA Merrill Lynch, Barclays Capital and Jefferies & Company.
SemiLEDs develop, manufacture and sell LED chips and LED components that we believe are among the industry leading LED products on both a lumens per watt and cost per lumen basis.
For the years ended August 31, 2009 and 2010, revenues were $11.6 million and $35.8 million, respectively. The company incurred a net loss of $3.7 million for the year ended August 31, 2009 and recorded a net income of $10.8 million for the year ended August 31, 2010.
http://www.streetinsider.com/IPOs/SemiLEDs+%28LEDS%29+IPO+Pr…


Nachdem Absturz 13./14.1. habe ich mir auch mal ein paar geholt

Gruss Wunram

[Jules0815]

Das sieht natürlich schon viel besser aus :-)

Das Preisziel von Jefferies halte ich für am warscheinlichsten,
wenn nicht sogar noch mehr! Aber das dauert wohl noch ein bisschen...

[Wunram]

vorbörslich Nasdaq

08:53 $ 19 100
08:53 $ 19.05 250
08:51 $ 18.98 100
08:51 $ 18.98 200
08:51 $ 18.98 500
08:51 $ 18.98 100
08:51 $ 19 100
08:44 $ 18.96 100
08:41 $ 18.95 500
08:40 $ 18.98 100
08:39 $ 18.95 200
08:36 $ 18.98 1,000
08:36 $ 19 500
08:36 $ 19 500
08:35 $ 18.95 800
08:30 $ 18.95 155
08:28 $ 18.95 100
08:28 $ 18.95 800
08:27 $ 18.95 500
08:27 $ 18.95 100
08:13 $ 18.94 100
08:13 $ 18.90 350
08:09 $ 18.90 100
08:09 $ 18.90 200
06:27 $ 18.90 100
06:16 $ 18.90 300
04:29 $ 18.90 100

Wunram

[Jules0815]

Na das lässt doch hoffen das sich das von gestern fortsetzt :-)

[Wunram]

FORM 3
INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

der VP Sales and Marketing hat mal ein paar (14.285) Optionen zum Kauf von Aktien zu $ 9,1 erhalten. Über 4 Jahre gleichmäßig verteilt ab 30.5.2010.

http://investors.semileds.com/secfiling.cfm?filingid=1104659…


ansonsten macht der Kurs ja derzeit nicht unbdingt Freude.

Wunram

[Jules0815]

Ja, schaut echt nicht gut aus momentan, aber ich denke es geht auf kurz oder lang wieder ordentlich aufwärts.
Es herscht ja momentan eine allgemeine Mißstimmung auf dem Aktienmarkt.

[R-BgO]

habe mir auch ein paar zugelegt...

[Jules0815]

Joah, der Einstiegskurs is grad echt günstig!

[Wunram]

mal wieder ein Lebenszeichen:

March 22, 2011
SemiLEDs Introduces the New I-DoTM LED Chip
CHUNAN SCIENCE PARK, Taiwan--(BUSINESS WIRE)-- SemiLEDs Corporation (NASDAQ: LEDS), a developer and manufacturer of LED chips and LED components, today announced the introduction of the new I-Do™ LED, an innovative new chip that will be featured in SemiLEDs' ultra high brightness LED product portfolio. I-Do is the second generation of the I-Core AK™ series of LEDs from SemiLEDs, which are designed to provide further improvements in brightness, reliability and overall efficiency.

The I-Do LED features a new design with advantages in improved reliability, optimization of current distribution and lower forward voltages at high current operations of 700mA and 1A. The I-Do LED is not only more reliable, but significantly brighter as the creative design produces improved internal quantum efficiency. In a white light package, a 45 mil I-Do chip can deliver up to 135 lm at 350mA with CCT of 5000-7000K, more than a 10% improvement over the previous generation. With increased efficiency, reliability and the lowest thermal resistance in the market, the I-Do chip is ideal for small footprint, high performance applications.

I-Do is available for sampling, with high volume production in April. For more information on the I-DO LED or other products of SemiLEDs, please visit www.semileds.com or contact [e-mail].

About SemiLEDs ...

http://investors.semileds.com/releaseDetail.cfm?ReleaseID=55…

Kurs scheint sich ja jetzt mal um die $16 zu stabilisieren - das Volumen ist aber schwach ...

Gruss Wunram

[Wunram]

Antwort auf Beitrag Nr.: 41.250.330 von Wunram am 22.03.11 21:51:44

so kanns gehen

die Umsatzwarnung von Cree für das 3. Quartal zeigt wohl auch bei LEDS Wirkung!

Gruss Wunram

[Wunram]

March 28, 2011
SemiLEDs to Announce Fiscal Second Quarter 2011 Financial Results On Tuesday, April 5, 2011

HSINCHU, Taiwan--(BUSINESS WIRE)-- SemiLEDs Corporation (NASDAQ: LEDS), will report financial results for the fiscal second quarter ended February 28, 2011, before market open on Tuesday, April 5, 2011. The Company will hold its quarterly conference call to discuss these results at 8:00 a.m. Eastern Daylight Time (8:00 p.m. China Standard Time). Investors may access a live webcast of this conference call by visiting: http://investors.semileds.com/events.cfm.

An audio replay of the conference call will also be available approximately two hours after the conclusion of the call. The audio replay will remain available until Sunday, April 10, 2011 at 11:00 a.m. Eastern Daylight Time (11:00 p.m. China Standard Time) and can be accessed by dialing 888-203-1112 if you are calling from within the United States or 719-457-0820 if you are calling from outside the United States and entering the replay pass code 8826161. A replay of the webcast will be available on the Investors section on the Company's web site approximately two hours after the conclusion of the call and remain available for approximately 90 calendar days.

About SemiLEDs ...
http://investors.semileds.com/releaseDetail.cfm?ReleaseID=56…

Gute N8
Wunram

[Wunram]

man hat der Firmenanwältin 1000 Aktien auf 4 Jahre gegönnt

http://investors.semileds.com/secfiling.cfm?filingid=1104659…

Gruss Wunram

[R-BgO]

Eric Savitz
THE TECH TRADE

LED Stocks Slide As SemiLEDs Whiffs Q2, Citing Price Pressures
Apr. 5 2011 - 9:39 am | 0 views | 0 recommendations | 0 comments
Shares in the LED lighting sector are coming under selling pressure this morning following a disappointing earnings report by the Taiwan-based LED chip maker SemiLEDs (LEDS).

For the fiscal second quarter ended February 28, the company reported revenue of $9.96 million and a loss of 5 cents a share, well short of the Street consensus forecast of $11.2 million in revenue and a profit of 8 cents a share.

For FY Q3, the company is forecasting revenue of $6 million to $7 million and a loss of 7-10 cents a share, well shy of the previous Street forecast of $13.9 million in revenue and a profit of 14 cents a share.

What is particularly weighing on the stocks is the company’s commentary on the LED lighting sector. “While we believe the long term market opportunity of LEDs has not changed, the quarter did not meet our expectations relative to revenue, EPS or gross margin due to the aggressive, competitive pricing environment and our decision to preserve our market share,” CEO Trung Doan said in a statement.

No one wants to see “aggressive, competitive pricing.” Well, customers do. But shareholders don’t.

Ergo, in this morning’s trading:

SemiLEDS is down $2.03, or 14%, to $12.43.
Cree (CREE) is down $2.49, or 5.5%, to $43.19.
Aixtron (AIXG) is down 65 cents, or 1.5%, to $44.23.
Veeco (VECO) is down 21 cents, or 0.4%, to $49.48.
Rubicon Technology (RBCN) is down 69 cents, or 2.5%, to $26.64.

[Jules0815]

Einfach zu heftig der Kursverfall.... Ob das noch mal was wird...

[R-BgO]

eben verfünffacht

[R-BgO]

China SemiLEDs aquires Novellus VECTOR LED system
July 01, 2011
The highly productive PECVD system will be used for the manufacture of metal alloy III-V nitride based LED chips.

Novellus Systems, a maker of process equipment for semiconductor and LED manufacturing, has shipped a VECTOR plasma-enhanced chemical vapour deposition (PECVD) system to Xurui Guangdian (China SemiLEDs).

China SemiLEDs is a joint venture company in the People's Republic of China in which SemiLEDs Corporation, a leading manufacturer of high-brightness LEDs, is a partner. The VECTOR tool will be installed at the China SemiLEDs' plant in Foshan, China, and will be used for the manufacturing of SemiLEDs' MvpLED high-efficiency LED products.

SemiLEDs develops and manufactures metal alloy vertical LED chips in blue (white), green and UV using its MvpLED technology, which incorporates III-V nitride based layers. The company says this unique design allows for higher performance and longer lumen maintenance. SemiLEDs new high power I-core MvpLEDs can deliver over 120lm/W.



Cost-per-die and cost-per-lumen are critical factors in driving the adoption of LED technology into the mainstream lighting market. Current LED manufacturing technology is predominantly based on sapphire substrates in 2", 3" and 4" diameters. The inherently low-productivity manufacturing process used in making LEDs consumes a considerable amount of energy. On average, incredibly over 200 kWh of electricity is spent in making a 2" sapphire wafer.

The VECTOR system has leading process performance, a wide process window, and high productivity, a combination of factors which provides a lower manufacturing cost-per-die in comparison to traditional LED manufacturing solutions.

With a multi-wafer carrier configuration, the VECTOR LED system is capable of handling all wafer sizes -- 2", 3", 4", 6", 8" and 12" -- with exceptional throughput, film quality and uniformity at each size. In contrast to a traditional PECVD reactor used in LED manufacturing, the VECTOR LED also deposits films at lower temperatures, and is claimed to provide better manufacturing process control be more energy-efficient.

"The new VECTOR LED system is the LED manufacturing industry's most productive PECVD solution," said Sesha Varadarajan, senior vice president and general manager of Novellus' Electrofill and PECVD business units. "We are pleased to add VECTOR LED to the company's existing suite of products for LED manufacturing, including our process solutions for photoresist strip, descum, PVD, electroplating, and wafer polishing and thinning."

"In our continual effort to increase productivity and energy efficiencies, we will be placing the VECTOR LED system at China SemiLEDs' Foshan plant," said Marco Mora, general manager of China SemiLEDs. "Novellus' infrastructure and service capabilities in China made the selection of this vendor a very logical choice for China SemiLEDs."

[CowNChicken]

Wie ist derzeit die Lage? Der Wert notiert ja aktuell unter dem NCAV auf Basis von Q2. Könnte man doch einsteigen oder wo ist der Haken?

Hier die Daten:

SemiLEDs [WKN: A1C3N2] - Q2
http://investors.semileds.com/releasedetail.cfm?ReleaseID=58…

123 Mio Dollar total current assets -
18 Mio Dollar total liabilities =
105 Mio Dollar NCAV /
27 Mio shares
--------------------
3,89 Dollar NCAV per share
Aktueller Kurs: 3,80 Dollar

[Blog-Buster]

Ob man im LED Geschäft nach NCAV bewerten sollte, weiß ich nicht. Viele große in der Branche haben sich mehr als halbiert in drei Monaten bei teils extremen Tagesschwankungen. Das bedeutet, dass SLs nicht wirken beim Traden.

[CowNChicken]

Antwort auf Beitrag Nr.: 42.179.673 von Blog-Buster am 06.10.11 17:42:19

Also ehrlich gesagt, sehe ich das als absolutes Wunder an, dass ein Wert aus der LED-Branche bis auf NCAV (Net Current Asset Value - nicht mit dem Buchwert verwechseln) fällt! Ich meine, dass sich bei SemiLEDs überhaupt ein NCAV berechnen lässt! Das geht nämlich nur, wenn ein Unternehmen nicht all zu viele Schulden macht. Nun ist SemiLEDs sogar deutlich unter NCAV gefallen (bitte selbst nochmal nachrechnen).
Im Vergleich dazu sind Cree und Konsorten geradezu paradisisch bewertet. Um einen Peergruppenvergleich in fundamenteller Hinsicht durchführen zu können, eignet sich das NCAV ziemlich gut, würde ich sagen. Man muss die Ergebnisse natürlich ins rechte Licht rücken. Wenn Cree allerdings mit dem 3-fachen NCAV bewertet ist, und SemiLEDs unter NCAV notiert, dann kann man sich SemiLEDs (wenn nicht demnächst pleite) durchaus mal anschauen.

Also, wie ist die Lage bei SemiLEDs? Können sie ihre Schwierigkeiten überwinden?

[TimeFactor]

Die Frage ist jetzt nicht mehr, ob das LED-Geschäft wieder in Schwung kommt,
sondern mit welchem Unternehmen man jetzt die besten Renditen erzielt in den
nächsten Monaten.

Bei AIX habe ich einen guten Einblick, bin aber sicher,
dass ich mir 2 oder 3 weitere kleine Unternehmen, wie
Nexxus ins Depot lege...

[R-BgO]

November 8, 2011

SemiLEDs Reports Fourth Quarter and Fiscal Year End 2011 Financial Results

HSINCHU, Taiwan--(BUSINESS WIRE)-- SemiLEDs Corporation (NASDAQ: LEDS), a developer and manufacturer of LED chips and LED components, today announced its financial results for the fourth quarter of fiscal year 2011, ended August 31, 2011.

Revenue for the fourth quarter of fiscal 2011 was $5.3 million, a 54% decrease from $11.5 million in the fourth quarter of fiscal 2010.

GAAP net loss attributable to SemiLEDs stockholders for the fourth quarter of fiscal 2011 was $13.6 million, or a loss of $0.50 per diluted share, compared to GAAP net income attributable to SemiLEDs stockholders of $5.3 million, or $0.18 per diluted share, for the fourth quarter of fiscal 2010. On a non-GAAP basis, net loss attributable to SemiLEDs stockholders for the fourth quarter of fiscal 2011 was $13.2 million, or a loss of $0.49 per diluted share, compared to non-GAAP net income attributable to SemiLEDs stockholders of $5.4 million, or $0.18 per diluted share, for the fourth quarter of fiscal 2010.

"As expected, the market remained challenging in Asia for LED chips and components. The China market is not improving due to inflationary and monetary issues together with depressed economic conditions around the world. We continue to see pricing pressure due to the weak demand in the China outdoor street lighting market, together with the overcapacity of backlight that has spilled over to the general lighting market. The ASP erosion is not as extreme as in prior quarters and prices have stabilized somewhat," said Trung Doan, Chairman and CEO of SemiLEDs. "With so much uncertainty, we remain cautious in our near term outlook but continue to believe in the industry's long term market opportunities. When the Chinese government releases funds for the five year plan, we expect to benefit given that we are one of the few companies that meets the program's requirements and that we have local presence with our JV, China SemiLEDs," continued Doan.

Revenue for the fiscal year end 2011 was $33.9 million, a 5.2% decrease compared to $35.8 million for the fiscal year end 2010. GAAP net loss attributable to SemiLEDs stockholders for the fiscal year 2011 was $16.1 million, or a loss of $0.88 per diluted share, compared to GAAP net income attributable to SemiLEDs stockholders of $10.8 million, or $0.24 per diluted share, for the fiscal year 2010.

On a non-GAAP basis, net loss attributable to SemiLEDs stockholders for the fiscal year 2011 was $14.3 million, or a loss of $0.79 per diluted share, compared to non-GAAP net income attributable to SemiLEDs stockholders of $11.0 million, or $0.25 per diluted share, for the fiscal year 2010.

GAAP gross margin for the fourth quarter of fiscal 2011 was negative 93%, compared with 53% in the fourth quarter of fiscal 2010. Operating margin for the fourth quarter of fiscal 2011 was negative 228%, compared with 42% in the fourth quarter of fiscal 2010. Margins were negatively impacted by a charge of $4.3 million for the write-downs of inventory and a charge of $1.1 million for bad debt reserve.

The Company's cash and cash equivalents was $83.6 million at the end of the fourth quarter, compared to the prior quarter ending balance of $94.4 million. Cash used in operations was $2.0 million in the fourth quarter of fiscal 2011.

Financial Outlook

For its first quarter of fiscal 2012 ending November 30, 2011, SemiLEDs expects revenue in a range of $6.0 million to $7.0 million with GAAP net loss attributable to SemiLEDs stockholders of $8.5 million to $8.0 million, or a loss of $0.31 to $0.29 per diluted share, based on an estimated 27.3 million diluted weighted average shares. GAAP gross margin is expected to be negative.

[wirdschonwerden1]

Hallo

bitte kann mir jemand etwas genaueres zu der aktie sagen,

auf der seite von "bernecker" las ich davon,

bedanke mich

mfg

[R-BgO]

Antwort auf Beitrag Nr.: 42.930.818 von wirdschonwerden1 am 20.03.12 18:32:03

na ja, was willst Du wissen?

im Moment gibt es ein heftiges Gewitter:

July 10, 2012
SemiLEDs Reports Third Quarter of Fiscal Year 2012 Financial Results
HSINCHU, Taiwan--(BUSINESS WIRE)-- SemiLEDs Corporation (NASDAQ: LEDS), "SemiLEDs" or the "Company," a developer and manufacturer of LED chips and LED components, today announced its financial results for the third quarter of fiscal year 2012, ended May 31, 2012. Revenue for the third quarter of fiscal 2012 was $9.2 million, a 64% increase compared to $5.6 million in the third quarter of fiscal 2011.

"While we have been prudent in our spending this past year, we have continued to invest in research and development. We are excited about the prospects for our recently announced Enhanced Vertical (EV) LED product series. These products, which we are introducing globally, increase our addressable market and are the foundation for future revenue growth. We have already received interest and have some customers that have begun the evaluation process," said Trung Doan, Chairman and CEO of SemiLEDs. "We look forward to announcing more innovative products in the months to come that will further strengthen our position in the market place," concluded Doan.

GAAP net loss attributable to SemiLEDs stockholders for the third quarter of fiscal 2012 was $10.0 million, or a net loss of $0.36 per diluted share, compared to GAAP net loss attributable to SemiLEDs stockholders of $5.1 million, or a net loss of $0.19 per diluted share, for the third quarter of fiscal 2011. On a non-GAAP basis, net loss attributable to SemiLEDs stockholders for the third quarter of fiscal 2012 was $8.0 million, or a net loss of $0.29 per diluted share, compared to non-GAAP net loss attributable to SemiLEDs stockholders of $4.3 million, or a net loss of $0.16 per diluted share, for the third quarter of fiscal 2011.

GAAP gross margin for the third quarter of fiscal 2012 was negative 11%, compared with positive gross margin for the third quarter of fiscal 2011 of 9%. Operating margin for the third quarter of fiscal 2012 was negative 87%, compared with negative 70% in the third quarter of fiscal 2011. Margins were negatively impacted in the third quarter of fiscal 2012 by excess capacity charge of $1.6 million and a provision for potential litigation settlement of $1.5 million.

The Company's cash and cash equivalents were $62.9 million at the end of the third quarter of fiscal 2012, compared to the second quarter ending balance of $66.4 million. Cash used in operating activities was $2.5 million in the third quarter of fiscal 2012.

[R-BgO]

13 September 2012

SemiLEDs’ S35 LED passes LM-80 test via Integrated Service Technology

LED chip and component maker SemiLEDs Corp of Hsinchu Science Park, Taiwan says that, in cooperation with Hsinchu-based lab services firm Integrated System Technology Inc (IST), its S35 product line has completed the requirements of the stringent 6000 hour lumen maintenance test (LM-80) and that the results showed an extrapolated lifetime of up to 50,000 hours.

SemiLEDs claims that its S35 series is the first product to pass the third-party LM-80 test in Taiwan since IST received accreditation from the US Environmental Protection Agency (EPA). Results for further products, including the newly launched C35 family, will follow. SemiLEDs claims to be one of the few packaging firms in the Asian market to have passed the test on a certified third-party basis.

“LED components are sensitive to heat, and most failures in lighting fixtures involve thermal mistreatment,” says Kevin Tsui, VP of IST’s Reliability Engineering Department. “Therefore, verifying the degradation at various temperatures is very critical,” he adds.

Tsui further explains that LM-80 is required by US Energy Star and involves the collection of data based on three different case temperatures for at least 6000 hours. The lumen maintenance requirement is also defined. The test provides standardized quality assurance and quality certification for lighting fixture manufacturers and LED manufacturers, respectively.

SemiLEDs’ CEO Trung Doan states that the S35 and P2 warm- and cool-white LEDs (with color temperatures of 5700K and 3000K, respectively) were the firm’s first series to go through the 6000 hour tests at both 350 and 700mA currents. The test results from IST showed that lumen maintenance is 98.75% and 97.81% for 55°C and 85°C, respectively, for the 3000K emitter at 700mA drive current, far above the LM-80 requirements of 91.8% for domestic indoor applications and 94.1% for domestic outdoor and commercial usage.

SemiLEDs further explains that providing high-quality components to lighting fixture manufacturers is key to enabling quicker penetration of LEDs into the lighting market.

The S35 is SemiLEDs’ first series of emitters with a 35mm x 35mm footprint using a silicon housing material. The firm launched the C35 – the second generation of its 35mm x 35mm emitters – in June. The C35 incorporates SemiLEDs EV LED chip and a ceramic base. The thermal resistance complements SemiLEDs’ vertical chip on metal alloy substrate technology. Besides thermal management, SemiLEDs has also implemented its latest innovation in phosphor technology (‘Color Precision’ binning) to it C35 product family, allowing customers to be in control of their CCT distribution. The firm says that, with the new technology, consistent color can be produced within a single 7-step, 4-step or 2-step MacAdam Ellipse centered in ANSI-defined standard color spaces.

“Being a certified test lab, IST showed its professionalism and provided all the necessary assistance for us to verify our performance,” says Doan. “We look forward to further cooperation for new products in the pipeline.”
IST’s chief operating officer Jandel Lin notes that its LM-80 lab started up at the end of 2011 and has already been commissioned by more than 20 manufacturers to conduct the test. SemiLEDs’ S35 is first to pass the test at IST’s lab, and the results should significantly increase SemiLEDs’ marketing competitiveness in terms of quality, he reckons.

IST’s chief financial officer Selina Lin says that, at the beginning of this month, IST signed a memorandum of understanding (MoU) with Intertek HK as the reporting body, and that it aims to continue strengthening its LED certification platform.

[R-BgO]

Ungemach?:


November 19, 2012
SemiLEDs Reschedules Announcement of Fiscal Fourth Quarter and Year End 2012 Financial Results

HSINCHU, Taiwan--(BUSINESS WIRE)-- SemiLEDs Corporation (NASDAQ: LEDS), today announced that it will postpone the release of its financial results for the Fiscal Fourth Quarter and Year End for 2012, which was scheduled November 20, 2012. The Company will now host a conference call to discuss the Fiscal Fourth Quarter and Year End 2012 Financial Results on Wednesday, November 28, 2012 at 8:00 a.m. Eastern Standard Time (5:00 a.m. Pacific Standard Time, 9:00 p.m. China Standard Time). To participate in the conference call, please dial [phone] if calling within the United States or [phone] if calling from outside the United States and enter conference ID 9941351. We recommend that you dial in 5-10 minutes prior to the start time of the call.

[CowNChicken]

Nix mehr los hier? Ich halte LEDS gerade als meinen größten Zock.
Ich hatte mich so geärgert, dass ich bei Revolution Lighting nicht dabe war, dass ich hoffte, SemiLEDs würde vielleicht ein ähnliches Kursfeuerwerk abfeuern, was sich in Teilen auch bewahrheitete. Auch jetzt ist das Unternehmen gerade einmal am NCAV bewertet. Natürlich sind viele Anleger bei chin./taiw. Aktien skeptisch, was das Berichtswesen angeht, aber im Vergleich zu Revolution kann der Wert immer noch einiges nachholen, denke ich. Was sagt ihr? Ist hier einer an Board?

[R-BgO]

desaströs ist noch geschmeichelt:


November 19, 2013
SemiLEDs Reports Fourth Quarter and Fiscal Year End 2013 Financial Results

HSINCHU, Taiwan--(BUSINESS WIRE)-- SemiLEDs Corporation (NASDAQ: LEDS), "SemiLEDs" or the "Company," a developer and manufacturer of LED chips and LED components, today announced its financial results for the fiscal fourth quarter and full year 2013, ended August 31, 2013.

Revenue for the fourth quarter of fiscal 2013 was $3.4 million, a 38% decrease compared to $5.5 million in the fourth quarter of fiscal 2012. GAAP net loss attributable to SemiLEDs stockholders for the fourth quarter of fiscal 2013 was $17.9 million, or a net loss of $0.64 per diluted share, compared to GAAP net loss attributable to SemiLEDs stockholders of $24.6 million, or a net loss of $0.90 per diluted share, for the fourth quarter of fiscal 2012.

"We continue to pursue our strategy of lowering our dependency on general lighting chip sales where supply is exceeding demand, while at the same time broadening our component and UV product lines where pricing pressure is reduced," said Trung Doan, Chairman, President and CEO. "Our goal is to improve gross margin and operating cash flow," concluded Doan.

On a non-GAAP basis, net loss attributable to SemiLEDs stockholders for the fourth quarter of fiscal 2013 was $7.3 million, or a net loss of $0.26 per diluted share, compared to non-GAAP net loss attributable to SemiLEDs stockholders of $16.6 million, or a net loss of $0.60 per diluted share, for the fourth quarter of fiscal 2012.

Revenue for fiscal 2013 was $18.0 million, a 39% decrease compared to $29.3 million for fiscal 2012. GAAP net loss attributable to SemiLEDs stockholders for fiscal 2013 was $43.7 million, or a net loss of $1.58 per diluted share, compared to GAAP net loss attributable to SemiLEDs stockholders of $49.5 million, or a net loss of $1.80 per diluted share, for fiscal 2012.

On a non-GAAP basis, net loss attributable to SemiLEDs stockholders for fiscal 2013 was $27.8 million, or a net loss of $1.01 per diluted share, compared to non-GAAP net loss attributable to SemiLEDs stockholders of $37.8 million, or a net loss of $1.38 per diluted share, for fiscal 2012.

GAAP gross margin for the fourth quarter of fiscal 2013 was negative 103%, compared with gross margin for the fourth quarter of fiscal 2012 of negative 55%. Operating margin for the fourth quarter of fiscal 2013 was negative 523% compared with negative 296% in the fourth quarter of fiscal 2012. Margins for the fourth quarter of fiscal 2013 were negatively impacted by reduction in revenues, excess capacity charge for our LED chips and impairment of long-lived assets.

The Company's cash and cash equivalents were $36.3 million at the end of the fourth quarter of fiscal 2013, compared to the third quarter fiscal 2013 ending balance of $41.4 million. Cash used in operating activities was $4.7 million in the fourth quarter of fiscal 2013.

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SemiLEDs reports fiscal 1Q15 results

Press release; Alex Wolfgram, DIGITIMES [Thursday 15 January 2015]


SemiLEDs, a developer and manufacturer of LED chips and LED components, has announced its financial results for the first quarter of fiscal year 2015, ending November 30, 2014.

Revenues for the first quarter of fiscal 2015 were US$2.9 million, a 29% increase compared to US$2.3 million in the fourth quarter of fiscal 2014. GAAP net loss attributable to SemiLEDs stockholders for the first quarter of fiscal 2015 was US$4.3 million, or a net loss of US$0.15 per diluted share, compared to GAAP net loss attributable to SemiLEDs stockholders of US$5.4 million, or a net loss of US$0.19 per diluted share, for the fourth quarter of fiscal 2014.

On a non-GAAP basis, net loss attributable to SemiLEDs stockholders for the first quarter of fiscal 2015 was US$3.9 million, or a net loss of US$0.14 per diluted share, compared to non-GAAP net loss attributable to SemiLEDs stockholders of US$5 million, or a net loss of US$0.17 per diluted share for the fourth quarter of fiscal 2014.

GAAP gross margin for the first quarter of fiscal 2015 was negative 53%, compared with gross margin for the fourth quarter of fiscal 2014 of negative 134%. Operating margin for the first quarter of fiscal 2015 was negative 152%, compared with negative 251% in the fourth quarter of fiscal 2014. The company's cash and cash equivalents were US$8.7 million at the end of the first quarter of fiscal 2015, compared to the fourth quarter fiscal 2014 ending balance of US$12.6 million. Cash used in operating activities was US$2.7 million in the first quarter of fiscal 2015.

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SemiLEDs reports fiscal 3Q15 financial results

Press release, July 14; Alex Wolfgram, DIGITIMES [Tuesday 14 July 2015]


LED maker SemiLEDs has reported revenues for the third quarter of fiscal 2015 of US$3.5 million, a 23% decrease compared to US$4.6 million in the second quarter of fiscal 2015. GAAP net loss attributable to SemiLEDs stockholders for the third quarter of fiscal 2015 was US$3 million, or a net loss of US$0.11 per diluted share, compared to a GAAP net loss attributable to SemiLEDs stockholders of US$2.9 million, or a net loss of US$0.10 per diluted share for the second quarter of fiscal 2015.

"Our continuing efforts to improve operating efficiency have resulted in a positive cash-inflow from operating activities in the third quarter," said CEO Trung Doan. "As we reduced our cost and expect to secure new design wins, we look forward to further improving our cash position and margin."

On a non-GAAP basis, net loss attributable to SemiLEDs stockholders for the third quarter of fiscal 2015 was US$2.8 million, or a net loss of US$0.10 per diluted share, compared to non-GAAP net loss attributable to SemiLEDs stockholders of US$2.5 million, or a net loss of US$0.09 per diluted share for the second quarter of fiscal 2015.

GAAP gross margin for the third quarter of fiscal 2015 was negative 24%, compared with gross margin for the second quarter of fiscal 2015 of negative 14%. Operating margin for the third quarter of fiscal 2015 was negative 88%, compared with negative 62% in the second quarter of fiscal 2015. The company's cash and cash equivalents were US$6 million at the end of the third quarter of fiscal 2015, compared to US$6.7 million at the end of the second quarter of fiscal 2015. Cash provided by operating activities was US$0.1 million in the third quarter of fiscal 2015.

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[R-BgO]

Antwort auf Beitrag Nr.: 50.819.283 von R-BgO am 10.10.15 14:46:40

SemiLEDs reports fiscal year end 2015 financial Results

Press release, December 16; Alex Wolfgram, DIGITIMES [Wednesday 16 December 2015]


SemiLEDs, a developer and maker of LED chips and LED components, has announced its financial results for the fourth quarter and full year of fiscal year 2015, ending August 31, 2015.

Revenues for the fourth quarter of fiscal 2015 were US$3.1 million, an 11% decrease compared to US$3.5 million in the third quarter of fiscal 2015. GAAP net loss attributable to SemiLEDs stockholders for the fourth quarter of fiscal 2015 was US$3 million, which is the same as the third quarter of fiscal 2015, or a net loss of US$0.10 per diluted share, compared to a net loss of US$0.11 per diluted share for the third quarter of fiscal 2015.

"We are restructuring to move toward a fabless business model in which we will utilize Foundry Fabs to ODM our chips using our developed technology," said Trung Doan, company CEO. "This will enable us to focus on our higher margin and less capital intensive Component business."

On a non-GAAP basis, net loss attributable to SemiLEDs stockholders for the fourth quarter of fiscal 2015 was US$2.8 million, or a net loss of US$0.10 per diluted share, which is the same as the third quarter of fiscal 2015.

Revenues for fiscal 2015 were US$14.1 million, a 2% decrease compared to US$14.5 million for fiscal 2014. GAAP net loss attributable to SemiLEDs stockholders for fiscal 2015 was US$13.3 million, or a net loss of US$0.46 per diluted share, compared to GAAP net loss attributable to SemiLEDs stockholders of US$24.5 million, or a net loss of US$0.87 per diluted share, for fiscal 2014.

On a non-GAAP basis, net loss attributable to SemiLEDs stockholders for fiscal 2015 was US$12 million, or a net loss of US$0.42 per diluted share, compared to non-GAAP net loss attributable to SemiLEDs stockholders of US$22.5 million, or a net loss of US$0.80 per diluted share, for fiscal 2014.

GAAP gross margin for the fourth quarter of fiscal 2015 was negative 33%, compared with gross margin for the third quarter of fiscal 2015 of negative 24%. Operating margin for the fourth quarter of fiscal 2015 was negative 94%, compared with negative 88% in the third quarter of fiscal 2015. The company's cash and cash equivalents were US$4.8 million at the end of fiscal 2015, compared to US$6 million at the end of the third quarter of fiscal 2015. Cash used in operating activities was US$0.6 million in the fourth quarter of fiscal 2015, compared to cash provided by operating activities of US$0.1 million in the third quarter of fiscal 2015.

[R-BgO]

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