Mobile Micro LED, automotive LED and other niche products, Taiwan plant operation can grow.

The LED industry welcomes the turnaround, Taiwan plants get rid of the mainland supply chain competition, and move to the new trend of Micro LED, vehicle LED, infrared LED and so on.

According to Micro LED, according to the LED Research Center (LEDinside), the technology has been able to import special displays, such as LCD and OLED, which can not be achieved. Micro LED can make up for the opportunity to gradually use the AR micro projection, vehicle HUD projection and even large display billboards with high luminance requirements, and estimate to 20. In the 22 years, the output value of Micro LED reached US $694 million, which is one of the most developing directions of the LED industry, including Korea's Dachang Samsung and Lumens.

In the development stage, Micro LED has made technological breakthroughs in the Mini LED forecast to supply smart phones and game display manufacturers in the third quarter. Recently, in order to expand the Micro LED and Mini LED market, the company has divided its business into three major businesses, including independent crystalline technology, focusing on the development of Micro LED components.

The company estimates that with the Mini LED volume and the Micro LED technology is expected to break through, this year's crystalline electricity revenues will range from 23 billion to 25 billion yuan (NT $, the same below).

Longda benefited from the group technology of combining Micro technology with LED. At the beginning of Longda, it also entered from Mini LED. It is expected that this season can be shipped gradually, and Micro LED research and development has also been invested for many years.

Longda surpassed earnings last year, and revenue continued to increase this year. Consolidated revenue in the second quarter grew by 12% compared with the first quarter. The second half of the year is expected to grow again. It is estimated that EPS will come to 0.3 to 0.4 yuan a year.

In addition, the market size of infrared LED is increasing year by year with the recognition of face recognition and safety monitoring and other issues. LEDinside predicts that by 2021, the overall scale will grow to US $697 million.

Billion light for the LED packaging plant, a few days ago, chairman Ye Yinfu said that the second half of this year's operation will be better than the first half of the year, the main growth momentum comes from the vehicle and inductor market. He said that the flag used products, including headlights, taillights, vehicle interior and exterior lighting, have already entered the first class car factories in Europe and the United States. They will start pulling goods from the third quarter and expect to contribute more than 10% of the total revenue in the whole year.

In addition, Mini LED products are also being delivered. It is expected that mass production will start in the fourth quarter and will be applied to vehicle, mobile phones and other related products. Billion light pointed out that the application level of LED is more and more extensive, especially the emergence of smart city, smart car, virtual reality, artificial intelligence and wearable devices. The demand for LED has also been greatly improved, and the follow-up operation is expected to increase. Billion light revenue in June amounted to 1 billion 990 million yuan, an annual reduction of 16.1%, the first half of the cumulative revenue of 12 billion 182 million yuan, an annual reduction of 11.1%.

In recent years, Guang Bao branch has been actively transforming, and has made in-depth arrangements for cloud computing, LED components and lighting, automotive electronics, industrial automation, intelligent medical treatment and other five IOT applications. Recently, it has seen results, especially in terms of cloud application, LED and lighting, AI smart home and consumer electronics, etc. its revenue contribution has accounted for nearly 40% of the total revenue. However, there will be two major challenges in the second half of this year, including the ongoing trade war between China and the United States and the rise in prices of components, which may lead to less demand than expected.

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