Guang Lei has secured the field of sensing components, and profits will be much better than the first half of the second half.

Taiwan factory Guang Lei will ex dividend in July 20th, 1.35 yuan per share (NTD, the same below), the company's long-term strategic alliance with the Asian chemical industry, has been firmly in the field of sensing components, benefiting from the demand for sensor components grew significantly, Guang Lei's new products began to bulk up in July, and is expected to bring Guang Lei's performance up rapidly since July, plus According to the new capacity note, the proportion of sensor components in the third quarter is expected to exceed 50%. As a result of the good gross margin of sensing components, we are optimistic about the performance in the second half of the year. We expect that the profit in the second half of this year will be much better than that in the first half.

The long term and Nichia strategic alliance, looking at the prospect of favorable sensor components, has been used for many years. The current sensing components include the highest proportion of Zener Diode (voltage regulator diodes), and Zener Diode is mainly used to manufacture protective elements in high voltage and high current environment, such as when making high-power LED. A voltage stabilizing diode or series voltage diode can be connected in parallel to achieve the purpose of voltage regulation and avoid the damage of LED components to the instantaneous high current. With the increasing proportion of LED lighting sources used in vehicle lighting, the demand for protection components of this type of voltage stabilizing and steady current is higher and higher, and the competition structure of this product is more stable and newer. Not much. In the trend of industrial stability, this business has become the most stable growth momentum in the business of light business.

In another sensor product, part Photodiode, as the US brand industry has increased the usage of reflective optical detection module originally used by wearable device products and increased Die size and power, it is actively benefiting from this trend and actively expands production of the Photodiode production line, and the production line has further capacity since the end of June. After enlargement, capacity increased by about 20%.

According to the latest "2018 infrared sensing application market report" of the LED Research Center (LEDinside), the reflex heartbeat oxygen sensor has fully imported smart watches and smart bracelets to drive the growth of infrared optical components, because reflective optical sensing technology has the features of small volume, low power consumption and fast speed. In addition to the introduction of smart watches and smart bracelets, it has gradually imported into market applications such as sports training, home care, vehicle driving monitoring and so on.

At present, most of the products of the light sensor products are European and Japanese plants. The applications are mainly wearable devices and vehicles. Among them, vehicle products are car indicator lights, truck lights and so on. Thanks to smart watches and other wearable devices, a large number of shipments have been shipped since July. The results are expected to accelerate from July and operate well in the second half of the year.

The second quarter combined revenue was 1 billion 387 million yuan and 5.8% in the quarter. The consolidated revenue from 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 yuan to 0.85 yuan.

In order to meet customer needs, we are actively expanding the capacity of sensor components. At present, the output of the sensing element is about 3 billion. Due to the full capacity, Guang Lei does not rule out whether it will continue to expand at the end of the year.

Source: Zhong Shi e Bao

For more LED related information, please click LED net or pay attention to WeChat public account (cnledw2013).