Demand for crystal Q3 is heating up, and Mini LED is expected to come out of Q4.

Crystalline electricity third quarter LED demand is more intense than the second quarter, full capacity and continuous increase in capacity, mobile phone backlight demand is also back to temperature; Mini LED competition applications have found a solution, is expected to appear in the fourth quarter, and the demand kinetic energy can be expected. It still depends on customer's product and market planning.

Looking forward to the third quarter, crystal electric indicated that the demand for plant lighting and infrared lighting is better. The demand for four yuan LED is more intense than that in the second quarter, maintaining the peak season condition, full capacity and continuous increase of the capacity. The blue light part of the third quarter coincides with the peak season of mobile phone backlighting, and the demand for mobile backlighting is back. Apparent backlight demand kinetic energy.

Mini LED application section, crystalline Electric has now been exposed to end users including mobile phones, electronic competition, tablet, vehicle and TV applications. It is reported that the application of competitive applications has been found, and is expected to come out in the fourth quarter, and the demand kinetic energy can be expected. As for mobile phone application part, crystal electric said that the solution put forward at present is affirmed by customers, but the shipping time still depends on customer's product and market planning.

VCSEL foundry business has previously said that the fourth quarter has the opportunity to ship a small quantity to 6 inch OEM customers, contributing revenue. Next year, there will be a large number of orders.

The second quarter of crystalline electricity was affected by the slowdown of backlight and lighting demand. The combined revenue of 5 billion 295 million yuan (NT $, the same below) increased by 2.86% in the quarter and 20.36% in the year. The cumulative revenue in the first 6 months was 10 billion 443 million yuan, an annual decrease of 15.62%.

Source: Ju Heng network

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