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

Table LED grain crystal power plant yesterday (7) announced on May consolidated revenue of 1 billion 814 million yuan (NT, the same below), by lighting and backlight downstream customers high inventories, continuing weak demand, although revenue monthly increase of 8.94%, but the annual reduction of 18.07% year high.

EPISTAR before the May total revenue of 8 billion 627 million yuan, the annual reduction of 14.89%; the second quarter due to the lighting and TV backlight downstream customers continuing weak demand, high inventory, and four yuan red LED demand is steady, and the expected energy will continue into the third quarter. EPISTAR pointed out that although the second quarter of the poor market conditions, but four yuan red revenue accounted for 35% compared with the first quarter will increase to 40%, gross margin is expected to improve the performance of the second quarter should reach the expected loss, TV backlight demand will be back to the temperature in the third quarter, plus a small ship Mini LED revenue contribution, the operation will be better than the second season.

Mini LED crystal electric actively cultivated fields, products will be shipped in the second half of the year, small foreign estimates, Mini LED will take the crystal electric revenues in the second half of about 3% to 5% next year, revenue accounted for up to 7%, 20 from 25% to 2020 revenue contribution is expected to reach the overall revenue; as for VCSEL 3D sensing application is still in the certification stage, expected next year revenue accounted for 3%.

EPISTAR days before the end of May in law said it was announced that the future will be held responsible for the transformation of crystal electric, LED cause crystal electric enterprises, responsible for semiconductor foundry business of semiconductor crystal electric group and responsible attitude, and cause the crystal electric element module technology and other 3 subsidiaries. Foreign investment is expected, the semiconductor foundry and modules and components and other new business, from 2020 to 2021 the total revenue of 3.

Foreign crystal electric pointed out that the second half of this year will ship Mini LED products to HUAWEI, is expected to account for the second half of the revenue from 3% to 5%, currently EPISTAR also with other mobile phone games, car customers and cooperate with the panel industry TV applications, there will be more revenue contribution to higher profits next year, estimated revenues accounted for 7%.

Crystal power is expected by 2020 there will be 3 to 4 into the nitride capacity for the production of Mini LED, analysis of foreign investment, the total revenue in terms of nitride of about 65% to 70% to calculate the mean there will be 20% to 25% of the revenue contribution.

As part of VCSEL technology, foreign said, EPISTAR has begun shipping VCSEL distance sensor, but for 3D sensing VCSEL technology is still in the process of the authentication stage, compared with Mini LED slow, estimated revenue accounted for up to 3% of VCSEL next year.

LED more information, please click on the LED network or the WeChat public account (cnledw2013).