Guang Lei has made a steady sense of the component field, and the second half of the year will be far more than the first half of the year

Guang Lei will dividend in July 20th, 1.35 yuan per share (NTD, the same below), company long-term and Japan Asia Chemical strategy alliance, now has a stable sensing element field, benefited from the large growth of sensing element demand, Guang Lei's new product began to pull up a large number of goods from July, hoping to bring Guang Lei's performance to rise rapidly in July, plus In the third quarter, the sensing element is expected to exceed 50%, and the second half of the second half is expected to be far better than the first half of the second half of the second half.

Long term and Nichia strategic alliance, look at the foreground of the good sensing element, the optical layout sensing element for many years, the current sensing element products include the highest proportion of Zener Diode (voltage stable diode), because Zener Diode is used to make the protection components under high voltage and high current environment, such as when making high power LED A stable voltage diode or a voltage diode in series can be parallel to the voltage stabilizer to avoid the LED element being destroyed by the instantaneous high current. With the increasing proportion of the LED luminescent source in the vehicle lighting, the demand for this kind of stable voltage and steady flow protection element is becoming higher and higher, and the competitive structure of this product is more stable and new. Not much, this business has become the most stable growth kinetic energy in the business of the industry.

In another sensing element product, the Photodiode section, as the American brand industry has increased the use of the reflective optical detection module used by the wearable device product, and improves the Die size and power, it has benefited from this trend and actively expands production for the Photodiode production line, and has made further production capacity from the end of June. Enlargement, the capacity to expand postpartum increased by about 20% capacity.

According to the latest "2018 infrared sensing application market report" of the state advisory LED Research Center (LEDinside), the reflective heartbeat oxygen sensor has been fully introduced into smart watches and smart rings, and the demand for infrared optical elements has grown significantly, because the reflective optical sensing technology has small volume, low power consumption and fast speed. In addition to the introduction of smart watches and smart hand rings, the advantages of the reaction are also gradually introduced into market applications such as sports training, home care, vehicle driving monitoring and so on.

At present, most of the consumer products are European and Japanese companies, the application is mainly in the wearer and car, in which the vehicle products are the inside indicator light, the truck lamp and so on, benefited from the smart watch and other wearable devices since July. The performance is expected to accelerate from July, and the second half of the operation is good.

The second quarter combined revenue was 1 billion 387 million yuan, and the quarterly increase was 5.8%. The cumulative revenue of 1 to June was 2 billion 699 million yuan, the legal person estimated that the earnings per share in the first half of the year were expected to reach 0.8 to 0.85 yuan.

In order to meet the customer's demand, it is active in expanding the capacity of sensing components. At present, there are about 3 billion per month production capacity of the optical sensor, and the capacity has been full, and it is not excluded from the end of the year to assess whether to continue to expand production.

Source: medium time electronic newspaper

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