3D has strong demand for sensing and vehicle applications, and Dingyuan has actively expanded its performance.

At the shareholders' meeting, Tai yuan yesterday (14) held a meeting of the main sensor sensor unit. The meeting was carried out by 0.69999716 yuan per share (NT $, the same below), benefiting from the new applications of vehicle, 3D sensing and automation equipment, and strong demand for sensing components, which led to the rapid warming of Dingyuan business. The company also actively expanded its capacity. The new plant is expected to end in June. The output of sensor components will increase by 50% after the expansion, and the proportion of sensor components will also increase from 50% to 60%. It is expected to further increase the gross profit and profit of Dingyuan. With the strong growth of sensor components, Ding Yuan will have a good performance this year. Last year, multiple growth, legal person estimates, Ding Yuan this year's earnings per share is expected to exceed 2 yuan.

Ding Yuan early products were mainly LED light-emitting devices, and later entered the sensing elements and optical communication products. At present, the sensor products include medical, automation, aerospace, automotive and consumer and 3D sensing products, among which vehicle products account for 10% of the sensing component revenue, benefiting from vehicle, 3D sensing and automation equipment. Strong demand for sensing components and other new applications led to a significant increase in the proportion of sensor components to 50%, which has become the main kinetic energy for growth.

At present, the production of 5 inch products by the South bamboo plant of Ding Yuan is about 60 thousand units per month. The scale of production is ranked the first in the world. From the perspective of favorable sensor components, Dingyuan has actively expanded the new plant, and the 6 inch factory dust-free chamber is expected to be completed in June. The equipment installation began in July, and the operation began in September. The first stage production capacity is 30 thousand pieces, and the post expansion sensing element is available. The production capacity will increase by 50%, and the proportion of the company's revenue will also rise from the current 50% to 60%, and the gross profit margin will be increased by 2 percentage points to 3 percentage points.

In terms of investment, Dingyuan's investment in Dingji section has turned into a profit in the 2 quarter, which has positive benefits to the profits of the yuan.

In the first quarter, Dingyuan was affected by foreign exchange losses. After a single quarter, the surplus after tax was 9 million 530 thousand yuan, and the earnings per quarter were 0.03 yuan. However, with the depreciation of the new Taiwan dollar exchange rate, the reversion of the exchange rate has made the profits stable, benefiting the shipping of the sensing components. The surplus is expected to exceed 2 yuan.

Source: Zhong Shi e Bao

For more LED related information, please click LED net or pay attention to WeChat public account (cnledw2013).