New applications continue to grow, and Taiwan's factories are booming.

In recent years, the demand for global sensing has been growing rapidly. In the LED plant, Guang Lei, Ding Yuan and so on have all locked in the active transformation of the sensing market. Among them, Guang Lei's sensing element production line has been fully loaded, which was planned for expansion last year. It is estimated that the production capacity is expected to increase by 20% before the end of this year to the next year.

Guang Lei sensor components, including optical diodes, phototransistors, and nano lasers, are about 3 billion units in a single month. The proportion of revenues has increased year by year, accounting for 36.7% in 2015, reaching 44.92% at the end of last year, and 48.15% in the first quarter of this year.

Because of its full load and good visibility, it has decided to expand production by 20% again. With the current monthly capacity estimated, the capacity will reach 3 billion 500 million units in a single month, which will become an important kinetic energy for future business growth.

The LED supply chain in Taiwan has a niche based, high technology threshold and product line transformation. The related applications include IR LED, sensing, vehicle use and special lighting. Guang Lei and Ding Yuan take the sensing element as the center of gravity. At present, the production lines are all loaded, so they are actively expanding their production.

Guang Lei said that due to the continued growth of new applications, the growth of vehicle and artificial intelligence applications in the past two years is related to sensor components, and the demand for sensing market continues to grow.

Over the past two years, it has been operating at the bottom of the operation. After adjusting the product line, gross profit margin and operating performance have rebounded year by year. Gross profit margin reached 29.59% last year, which is a new high in the past ten years. The main reason is to continue to shift to niche market and play a small and beautiful advantage.

LED operators said that in addition to the AI related market, in recent years, with the demand for Internet of things and industrial 4, the market for infrared sensor and sensor components is booming. Demand for the sensor market is booming. The gross profit margin of the first quarter of this year has stood at 30%.

In addition, according to the "2018 infrared sensing application market report" of the LE Research Center (LEDinside), the reflex heartbeat blood oxygen sensor has fully imported smart watches and smart bracelets to promote the demand for infrared optical components. The highest share of apple fruit, the new generation of Apple Watch, is raising the heartbeat blood. The accuracy of oxygen sensing is expected to be twice as high as that of green LED and infrared LED, and larger volume of photodiodes, which is four or five times higher than the previous ones. Guang Lei and Ding Yuan are expected to benefit.

Source: Economic Daily

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