LED applications to drive new demand, crystal power billion light revenue back to temperature

The advent of the Internet of things, LED applications, a hundred flowers, including automotive sensing, smart homes, infrared sensing, and even bactericidal applications, are gradually began to ferment. Coupled with the original general lighting and lighting market demand, led the Taiwan Department of LED upstream and downstream leading power, Yi Guang, March camp back temperature. Looking ahead, the industry believes that although the fundamentals have improved, but mainland manufacturers are still expanding production, supply and demand in the second half will be variable.

Crystalline March revenue hit a 11 month high, April NEW BLU RAY orders are high price, help improve product portfolio. The other first quarters of revenue from the infrared and automotive products on the high side, have helped improve profits, expected Q1 gross margin will be better than the previous quarter's 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. Zhou Mingjun, general manager of crystalline electric, said that such new applications accounted for a smaller proportion of revenue, the scale of electricity is too large, the operation improved significantly depends on the recovery of commercial specifications products. Fortunately, the current demand for TV and lighting is impressive, and the production capacity of crystalline blue power has been fully loaded, and even the supply gap has reached 3. Lighting prices have bottomed out, and the operation in the second quarter has been doing well.

Packaging giant million light March revenue better than 1, in February, but in the first quarter by the traditional off-season and exchange rate impact, performance decreased by 3%. At present, the largest backlight and lighting 2 products accounted for about 2 of revenue and 3 into other, including cars, small screen spacing, invisible light is high gross profit, accounting for 5 of revenue. Small screen distance due to increasing popularity, the demand for stable growth this year; car LED has gong new factory capacity to join, this year's performance growth of up to 2. Invisible light also benefited from the Internet of things and 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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