Driven by the growth of niche demand, the LED factory in Taiwan is expected to expand its output by 20% this year

The LED plant of the Taiwan Department has benefited from the growth of the niche market, such as wearable wearer, automobile and other niche market demand. It is expected to expand production capacity of this year. It is expected to expand production by 20% this year to support order demand. The new third quarter capacity is expected to join production ranks.

As a result of the basic level of heating up, yesterday (31) day (31) stock price burst direct trading board, 25.6 yuan (NTD, the same below), up 2.3 yuan, the volume of turnover to 40 thousand and 500, the volume is the new high since November last year.

Guang Lei's locking sensor in the last two years has made a positive transformation. The demand for favored optical sensing has been enlarged year by year, coupled with the growing demand for car and wearable market. The capacity of sensing components is full. The company has expanded production by about 10% in the second half of last year, which is still not enough to meet the demand for order. From the end of the year, the proportion of sensing components from the end of the year has been 44.92%, and the first quarter has been pulled up to 48.15%.

The company said that this year, the visibility of the order is good, due to the demand for order, has invested 400 million yuan to expand production, this season is installed in succession, is expected to be put into production in the third quarter, will expand 20% capacity.

Guang Lei sensing components monthly capacity of about 3 billion, the estimated completion of the post - expansion, the monthly capacity will reach 35 to 3 billion 600 million, pushing up the proportion of revenue in the second half of the half of the year is expected to pull up to 50%.

In addition, LED light-emitting components of about 2 billion 500 million per month, the first quarter of revenue accounts for about 26.88%, LED display, lighting, car, traffic display and other system products account for about 17.41% of revenue, two or three yuan products about 6.57%.

Guang Lei said that the current car products are mainly after sale market, including the vehicle's indicator lights, truck lights and so on. At present, the proportion of revenue is only 10%, and the future growth space is still large.

Guang Lei lost 19.83% of cash last year and 4 billion 454 million yuan in equity, and 0.36 yuan per share after tax in the first quarter, superior to the same period last year.

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