Industry enters the peak season, crystalline power Q3 Blu ray LED capacity fully loaded.

The LED industry is not booming during the season, but the operation of the Taiwan Department is weak. However, as the industry enters the peak season and the backlight and display orders return obviously, the blue light LED capacity of the third quarter is fully loaded, and the transportation capacity is growing month by month. The endurance of the Blu ray full load is expected to extend to October.

The overall demand of the small spacing display is rising. With the fact that there are flaws in the chips on the small spacing display, the cost of the LED chips is not high, but the cost of the BOM chips is high. Plus TV, mobile backlit order return, there is a deferred traditional peak season effect, crystalline power began in August, Blu ray LED has entered the stage of full load.

Jing Dian pointed out that this year's peak season appears to be deferred, crystalline electric current four yuan and Blu ray machine total 350 units have entered full load state, in addition to R & D machine, has been running full, and now try to open up the bottleneck section to promote Blu ray LED capacity.

In addition to the blue LED's pull up rate, the infrared IR of crystalline power also shows full load. Wavelengths 940, 850 applications such as sensing and identification demand pull, and now enter the full load stage. The four yuan LED is the main source of profit for the crystalline electricity, and the full capacity of infrared IR should help crystalline electricity further improve profits.

Crystal electricity indicated that the second quarter of this year's peak season effect is not obvious, but from August, Blu ray LED, four yuan LED have relatively obvious peak season effect, August operation will be better than July, September will also be better than August, third season has the opportunity to appear month by month growth, looks like order visibility will continue to October.

Crystal electric yesterday (29) in Taiwan intelligent display and touch show (Touch Taiwan 2018) exhibition, showing its Mini LED related products, which used in small spacing display RGB Mini LED products, RGB packaging after the size of 0.25mmX0.25mm and 0.4mmX0.4mm, chip size is far less than the size of the package, almost will. The smallest LED chip on the market can be fixed and it is expected to expand shipments in the first quarter of next year.

At present, the proportion of backlight, display and lighting related revenue is about 25 ~ 30%, 15 to 20%, 20 to 25%, four yuan LED accounts for about 35%, and Mini LED related applications can be carried out smoothly.

Source: Business Times

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