Crystal Q3 needs heating up, Mini LED competitive products are expected to come out of Q4

The third quarter LED demand is more hotter than the second quarter, the capacity full and continuous increase, the demand of the backlight of the mobile phone is also back to temperature; the Mini LED competitive application has been found in succession in the fourth quarter, and the demand for kinetic energy is available and the mobile phone application part. We still have to look at the customer's product and market planning.

Looking forward to the third quarter, crystal electricity shows that the demand for plant lighting and infrared lighting is good, four yuan LED demand is more hot than the second quarter, maintaining the peak season, capacity full and continuous increase, blue light part, the third quarter of the mobile phone backlighting season, the backlight demand back temperature, and the European and American market will deliver TV high order new products, drive electricity The demand for back light needs kinetic energy.

Mini LED application part, the current contact with mobile phone, competition, tablet, car and TV applications, and other terminal customers, it is reported that the application of competitive applications have been found in the fourth quarter, and the demand for kinetic energy is available. As for the application part of the mobile phone, crystal shows that the present solution is affirmed by the customer, but the delivery time still depends on the customer's product and market planning.

VCSEL service section, crystal previously said that the fourth quarter has a small opportunity to deliver a small amount to 6 inches of working customers and contribute to revenue. There will be a large number of orders in the next year.

The second quarter was affected by the slowdown in backlighting and lighting demand, with the combined revenue of 5 billion 295 million yuan (NTD, the same), the quarterly increase of 2.86%, and the annual decrease of 20.36%; the total revenue of the first 6 months was 10 billion 443 million yuan, and the annual decrease was 15.62%.

Source: giant web

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