Four yuan LED burst + Blu ray LED needs to climb, billion light, crystal electricity, etc."

Four yuan LED came out with the wave of VR (virtual reality), safety and small pitch LED display needs four yuan LED explosive eruption, missing; this wave of demand has two, one is IR (infrared sensing) applications, due to rise of new VR application, a VR device needs 30 ~ 40 IR LED sensors, incentives four yuan amount. In addition, the airport security earnest sensing needs, coupled with a sense of using a mobile phone, wearable devices, industrial measuring demand synchronous warming, produce wave pushing effect on four yuan LED; finally the small spacing RGB LED display space narrowing and resolution enhancement, consume more high brightness red LED capacity, which is one of the main absorb four yuan LED capacity.

As for the application of LED in large blue, after prices fell last year, this year in the leading crystal power plant by 25% selected orders, the price has been temporarily only steady, the third quarter into the traditional peak season, demand has slowly climb, but the chip plant control orders, orders and even loss of gross profit is too low order LED, factory orders have declined.

Million shares of earnings per share

Billion billion light (NT, the same below) investment case to start trial production, the new plant in the fourth quarter of this year, entered the production stage, 2017 contribution revenue is expected to drive the company's production capacity is expected to jump 25%, element on the 100 million, a plant to climb the peak by 2018 car benefits.

The new factory is scheduled to produce second quarter of this year, but the recent production of the time limit to the fourth quarter. Ye Yinfu, chairman of the board admitted that a lot of time delays in the production of new plants, mainly with the customer's car factory certification time is very long, so that the operating class is very cautious.

Crystal power to expand the production of four yuan

For four yuan LED demand, crystal electric expansion plan started from the second season, even if the new production capacity has been released, is still inadequate, the current four yuan machine reached 47 units, 13 sets of planning revision of crystal electric old blue machine turned into four yuan LED, is in a rare four yuan expansion production plan.

The demand of this crystal electric wave of four yuan LED surprised, for several years without the queue of orders, orders have been routed to October, customers are waiting to grab capacity, it can be said now is out of stock, the full capacity will continue into the third quarter. Crystal electric current four yuan revenue accounted for the proportion of 20 to 25%, the main ultra high brightness red LED, used to belong to a niche market, but IR LED offer with the same size of blue LED phase several times higher, resulting in four yuan LED has been crystal electric stable and the main source of profit.

Baihong product mix improved spell profit

LED packaging factory Baihong trading this year a turnaround, not visible due to the company's product revenue more than 4, the main sensor in the printer, sweeping robot, mechanical arm, with a total amount of 360 million yuan bid from May began booking street, and turn the investment losses this year is expected to have dropped, a better product mix legal person, estimated that this year's operating Baihong have the opportunity to challenge 2 digit growth, and turnaround.

Baihong capital 1 billion 967 million yuan, for the Taiwan area China veteran LED packaging factory, there are still 13.7 yuan per share of net worth, but due to investment losses, resulting in profits eroded, beginning in May of this year, monthly sales compared with the same period last year substantial growth of 18.58%, compared with April growth of 6.26%, before the May total revenue is tied last year.

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