LED application innovation driven demand, crystal electricity billion revenue back to the temperature

The advent of the Internet of things, LED application hundred flowers, including car sensing, smart home, infrared sensing, and even sterilization applications, are gradually started fermentation. Coupled with the original general lighting and automotive market demand, driven by the upstream and downstream of the Taiwan LED leading crystal power, billion light in March to recover the temperature. Looking ahead, the industry believes that the fundamentals are improved, but the mainland manufacturers are still expanding production, supply and demand will appear in the second half.

Crystal electricity in March revenue hit a new high of 11 months, in April the new blue orders are high price, help improve product mix. The other first quarters of revenue from the high proportion of infrared and automotive products, are helping to improve profitability, Q1 gross profit margin is expected to be better than the previous quarter of 18%.

The application of LED constantly, including near field iris recognition, VR/AR dynamic sensing, mobile phone sensing, control, driven by demand back to temperature. Crystal electric general manager Zhou Mingjun said that such new applications accounted for a smaller proportion of revenue, crystal size is too large, significantly improve the operation depends on the recovery of commercial product specifications. Fortunately, the current demand for TV and lighting is not good, crystal blue light production capacity has been fully loaded, and even the supply gap of 3 into; lighting prices have stabilized signs, good performance in the second quarter.

Package billion in March revenue is better than 1, in February, but only by the traditional off-season in the first quarter and the impact of the exchange rate, the performance of the year minus by 3%. Currently the largest backlight and lighting products accounted for 2 of the revenue of about 2 per cent and into the other, including the use of the car, a small screen on the screen, not visible light is a high margin, accounting for a total of $5 of revenue into the. Due to the increasing popularity of small spacing screen this year, the demand for stable growth; LED has a new car factory capacity to join this year, the performance increase of up to 2. Invisible light equally benefit from the Internet of things, shipments continued to grow.

Vertical integration factory Lunda March revenue increased nearly 3 months, the deferred effect mainly comes from the first 2 months. In the backlight and lighting market commercial specifications, Lunda long-term commitment differentiation, has launched many award-winning products in the United States this year, continue cultivating, LFI lighting exhibition debut next month, will show the fresh food light, sights high price commercial lighting market. Car market, Lunda also recently launched the new LED headlights, headlight and laser module packaging, product concept.

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