Crystal electric Longda operation, MiniLED and other niche applications are expected to grow.

Longda is Taiwan's LED consistent factory. In May, its revenue was 1 billion 80 million yuan (NTD, the same below), increased by 8.22% annually, and it was a new wave band in the past ten months. Longda pointed out that Mini LED will be shipped in a small quantity in the third quarter. VCSEL is still waiting for the mobile phone system to ferment. It is expected that the growth of the application is expected to emerge in the second half of next year to the first half of next year. On the whole, the second quarter has already left the valley bottom.

Crystal power is a large LED chip factory. In the second quarter of this year, with the support of four yuan LED full capacity and lighting and backlight inventory back-up, its revenue in May reached 1 billion 814 million yuan, a monthly increase of 8.9%. The accumulated revenue in the first five months was 8 billion 627 million yuan and the annual decrease was nearly 15%.

Jing electric pointed out that the third quarter operating temperature and operating performance is expected to be better than the second quarter, July may still be close to June, 8 and September heating situation is more obvious, mainly LED lighting, backlight demand has picked up, inventory is almost the same. But the price and demand of Blu ray LED may not be better than that of the same period last year, while the four yuan LED part will remain full load.

The legal person is more optimistic about the development of Mini LED of crystalline electric power. It is expected that there will be significant revenue contribution in the near future. At the same time, it is expected that the gross margin will be further promoted for the high margin products. At the same time, it is also optimistic about the restructuring plan of crystal power in response to business expansion. It is expected that crystal power will broaden the application scope of 35 family semiconductors, such as VCSEL for sensing, GaN/Si for power supply devices, and open up new business channels, such as wafer processing and module solution, which are expected to start a wave of operation for several years. Grow up.

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