In the niche market profit turned for the better, LED chip plant in the second half of the operation recovery

The global LED market is still oversupply, but manufacturers in Taiwan area in recent years to niche market, revenue is smaller, but better profit. The grain crystal electric factory, raise four yuan red proportion, and strengthen the development of Mini LED and VCSEL (VCSEL), the second half of the season, exercise can enhance the camp.

EPISTAR announced last week in May revenues of 1 billion 814 million yuan (NT, the same below), the monthly increase of 9%, the annual reduction of 18%, a record this year high. But the second quarter earnings momentum is not strong, may reach the loss of momentum is still flat, mainly red products.

The first season of red crystal electric products accounted for about 35% of revenue, the second quarter has increased to 40%, the gross profit margin is higher than the average value of red, blue, enough to make up for the loss of the second season, the opportunity loss level. The global LED Q1 market demand than in previous years, weak crystal electric first quarter gross margin also hit a season low 6. Although the second quarter market back to temperature, but the strength is not very obvious, the operation was better to expect the third quarter.

Foreign Mini LED said that the crystal electric products in the second half will be shipped to the mainland mobile phone manufacturer HUAWEI, and is in talks with other mobile phone factory orders. Another niche product VCSEL, has a small ship distance sensor for sensing 3D, mobile phone is in the authentication phase, shipments of momentum may be slower than expected.

The same as the grain mill in Guang Lei, in the small and beautiful win. Optitek specialize in sensing elements in the 4 industry and the Internet of things under the trend of all walks of life more of the sensing element and the impact of LED demand, optitek poor market is also relatively small, over the past 3 years revenue steady, there is no sharp profit per share is also maintained at between 1.05-1.57 yuan. The products don't look, the sensing element proportion of total revenue of about 45%, the LED light emitting element accounted for 30%, display billboard system products is about 25%.

Guang Lei said that although the LED market in recent years but pile up in excess of requirement sensing element, the capacity utilization rate are all in full, the last year has been small scale expansion into 1, this year invested 400 million yuan expansion into 2, mainly the production of automotive sensors and wearable devices, new capacity will be put into operation in succession in the third quarter.

Source: free times

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