Billion light / light treasure announced July results, vehicle lighting and visible light products into kinetic energy.

Yesterday (8), Taiwan LED plant billion light and light treasure technology also announced its performance in July, both revenue declined year-on-year, while the ring ratio increased by 1%. Among them, billion light revenue in July was nearly 4 months high, and pointed out that this year's main growth momentum for automotive and invisible products. And it also said that it benefited from the continuous growth of the demand for invisible light and the smooth delivery of vehicle lighting. Its optoelectronic sector revenue increased by nearly 10% over the same period last year.

Billion light in July combined revenue of 2 billion 26 million yuan (NTD, the same below), a monthly increase of 1.8%, an annual decrease of 8.1%, a new high in the past 4 months; the first 7 months of total revenue of 14 billion 208 million yuan, an annual reduction of 10.72%. The main growth momentum of this year will come from vehicle and invisible light products. By the end of the year, the capacity will be expanded by at least 2, and the second half is expected to be better than the first half.

The main growth momentum of this year will come from vehicle and invisible light products. Last year, vehicle LED revenue accounted for less than 10%. This year, the proportion of vehicle use continues to increase, with an opportunity to exceed 10%. And this year, it has entered the Tier 1 car factory in Europe and America. Through certification and starting in the third quarter, it will also provide vehicle light source. Production capacity is expected to be 3 more than last year.

In addition to vehicle products, the billion light infrared LED sensor business will continue to grow this year, and will also expand production. On the whole, the production of invisible light will be expanded this year compared with last year. At present, the proportion of visible light revenue is about 3. By the end of this year, the capacity of the non visible light will be expanded by 2 over last year.

Billion light chairman Ye Yinfu previously said that the first half of this year, the situation is not hot, but the third quarter began to have signs of warming, in the second half of the year will be better than the first half of the year, the performance should still wait and see.

In July, the revenue of light treasure reached 15 billion 504 million yuan, a monthly decrease of 21.05%, and an annual reduction of 11.5%, mainly due to the transfer of mobile camera module business. The total revenue in July this year was 118 billion 730 million yuan, with an annual reduction of 2.6%.

Among them, 7 moonlight power sector revenue accounted for 17% of the total; among them, the market demand for the invisible light LED continued to grow and the LED component market share expanded, plus LED vehicle lighting delivery smoothly, and the Middle East market LED street lamp shipment expansion led by the photoelectric sector revenue increased by nearly 10%.

Information products sector revenue accounted for 63%, of which cloud computing high level servers, Netcom equipment power management system, server chassis and AI smart home appliances, power products shipped growth, as well as keyboard, mouse and other computer peripheral products market share driven by the rise, the information products sector revenue grew steadily. Meanwhile, the storage device Department accounted for 14% of the total revenue in July.

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