Micro LED, car LED and other niche products, the operation of the factory is available.

LED industry welcomes the transfer machine, the platform factory gets rid of the mainland supply chain competition, turns to the new trend of Micro LED, car LED, infrared LED and so on, and the recent benefit has been gradually displayed.

For Micro LED, according to the state advisory LED Research Center (LEDinside), the technology has been able to import special displays, such as the specifications that LCD and OLED can't reach, Micro LED can be complemented, and has the opportunity to gradually use the high brightness AR miniature projection, vehicle HUD projection, and even large display billboards; estimate to 20 22 years, Micro LED output value of 694 million US dollars, is one of the most developing direction of the LED industry, including South Korea's Samsung, Lumens also actively rob.

In the development stage, Micro LED has achieved a technical breakthrough in the Mini LED forecast for the supply of smart phone and game display manufacturers in the third quarter; the pre crystal electricity is expanding the Micro LED and Mini LED market to expand its business into three major institutions, including independent crystal electricity technology, and focus on the development of Micro LED components.

Legal person estimates, with the Mini LED release, plus Micro LED technology can be expected to break through, this year, crystal electricity revenue of 23 billion to 25 billion yuan (NTD, the same below), the year after a multiple growth, will create a new high.

Longda benefited the friendship Da group combined with panel technology to reach a dragon made Micro LED. Longda also marched from Mini LED in the early days. It is expected to ship in this season, and has also been invested in Micro LED for many years.

Longda last year, revenue continued to increase this year, the second quarter combined revenue of 12% in the first quarter, the second half of the second half of the season is expected to grow, estimated EPS to 0.3 to 0.4 yuan in the year.

In addition, with the face recognition, security monitoring and other issues more attention, the infrared LED market size is also growing year by year, LEDinside forecast to 2021, the overall scale will grow to 697 million dollars, the supply chain, such as hundreds of millions of light, light treasure, and other benefits.

LED packaging plant, Ye Yinfu, chairman of the billion rays, said that the second half of this year will be better than the first half of the year, the main growth kinetic energy comes from the car, the sensor market. He said that the product, including headlights, taillights, inside and outside lighting, has entered the first class car factory in Europe and America, and will begin to pull the goods from the third quarter. It is expected to contribute more than 10% of the year's revenue.

In addition, Mini LED products are also being delivered, which is expected to be produced in the fourth quarter, and will be applied to vehicles, mobile phones and other related products. It is pointed out that the application level of LED is becoming more and more extensive, especially intelligent cities, smart cars, virtual reality, artificial intelligence and wearable devices. The demand for LED is also greatly improved, and the follow-up operation is expected to increase. In June, the revenue reached 1 billion 990 million yuan and the annual decrease of 16.1%. The total revenue in the first half of the year reached 12 billion 182 million yuan, and the annual decrease was 11.1%.

In recent years, the optical treasure section has been actively transforming in the five major applications of the Internet applications, such as cloud computing, LED components and lighting, automotive electronics, industrial automation, intelligent medical treatment, and so on. In the near future, the revenue contribution of cloud applications, LED and lighting, AI smart home and consumer electronics has accounted for nearly 40% of the total revenue. However, the two major challenges in the second half of the section, including a continuing Sino US trade war and a zero component price increase, may lead to less demand than expected.

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