Crystal electricity announced May revenue, Mini LED will be shipped to HUAWEI in the second half of the year?

Taiwan LED grain plant crystal electricity yesterday (7) yesterday (7) announced the May combined revenue of 1 billion 814 million yuan (NTD, the same below), under the lighting and backlighting customer inventory high, the demand continued weak, revenue increased by 8.94%, but the annual decrease of 18.07%, for this year's high.

In May, the total revenue was 8 billion 627 million yuan and 14.89% per year. The second quarter, due to high customer inventory of lighting and TV backlighting, continued weak demand, while the four yuan red LED demand was stable, and the expected kinetic energy would continue to the third season. According to crystal, although the second quarter market situation is not good, the four yuan red light revenue ratio will increase to 40% from 35% of the first quarter. It is expected to increase the performance of the gross profit rate, the second quarter should reach the loss level, the expected TV backlighting demand will be back in the third quarter, and the small quantity shipments Mini LED revenue contribution will be better than the second quarter.

Crystal electricity actively ploughs Mini LED field, the product will be shipped in the second half of the year, foreign capital forecast, Mini LED will account for the next half of the second half of crystal electricity revenue of about 3% to 5%, next year's revenue account of up to 7%, to 2020 revenue contribution is expected to reach 20 to 25% of the overall revenue; as for VCSEL's 3D sensing application is still in the certification stage, estimated next year's revenue accounts for comparable possible Up to 3%.

At the end of May, crystal electricity will be announced at the end of May. In the future, the crystal will be transformed to hold the crystal electricity enterprise responsible for LED, the crystal electric semiconductor responsible for the semiconductor manufacturing business, and the 3 subsidiaries of crystal electricity technology, which is responsible for the module and component cause. Foreign investment is expected to make up 3 of the total revenue from 2020 to 2021.

Mini LED will be shipped to HUAWEI in the second half of this year, and it is expected to account for 3% to 5% of the second half of its revenue in the second half of this year.

It is expected to have 3 to 4 nitrides capacity to produce Mini LED by 2020. Foreign investment analysis, with nitrides accounting for about 65% to 70% of the overall revenue, means there will be 20% to 25% revenue contributions.

As for the VCSEL technology part, the foreign capital indicated that the crystal electricity has begun to ship the VCSEL distance sensor, but the VCSEL technology used for 3D sensing is still in the certification stage. The current process is slower than Mini LED, and the revenue of VCSEL is estimated to be up to 3% next year.

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