One week hot spots in the LED circle: the popularity of the hot industry has not been reduced, and Taiwan has announced its May results.

The time of the week's broadcast has arrived again. This week's LED circle has cooled down. It seems to have responded to the weather in Guangdong, that is, the high temperature relief after the storm. Although the dynamics of big coffee are few, the hot areas in the industry remain hot, including high lighting applications such as landscape lighting and vehicle lighting. The focus is of course Micro LED. After a period of layout, some big factories have announced progress and new layout. In addition, in June, Taiwan LED plant disclosed its performance in May, and published its views on future operation. Gossip, less description, more details, please follow the online gentleman to look down.

[big coffee trends]

The company has signed up two agreements to promote different LED landscape lighting projects.

On the 13 day, the announcement of the PPP announced the progress of the company's project and signed a cooperation agreement. The company said the signing of the cooperation agreement is to promote this cooperation. The project is the PPP project of the landscape lighting optimization and upgrading project of the Qingdao West Coast new town administration. The total investment amount is estimated at RMB 343 million 610 thousand yuan.

On the 15 day, according to the announcement, the company's wholly-owned subsidiary, Lu'an famous home Optoelectronics Technology Co., Ltd. signed the "Four Party Supervision agreement on raising funds". It has opened a special account for raising funds in the reserve bank, and the account balance is 200 million yuan. The account is only used in the research and production base of LED landscape art lamps. And experience Exhibition Center construction project.

The company has two subsidiary companies, including lighting and semiconductor components.

On the 14 day, according to the announcement issued by the photoelectricity, based on the company's strategic planning and business development needs, the company invested its own capital in Xiamen, Fujian and Nanchang, Jiangxi province to set up a wholly owned subsidiary, Xiamen Zhen Yu Feng Technology Co., Ltd. and Jiangxi dry Lighting Co., Ltd. The main businesses of the two companies relate to lighting, semiconductor lighting and other fields.

Accumulate: continue to develop high-order LED display applications, accelerate the layout of vehicle lighting.

Accumulating general manager Chen Qikai pointed out at the shareholders' meeting that this year continues to move towards the development of high level LED display, increase the added value function of products, and develop product optimization and upgrading and more cost-effective products. Based on the development plan of ultra small spacing LED display module, the Micro LED display is developed. In addition, the outdoor building lighting and the white DC-DC, AC-DC constant current and switching drive IC are developed as the spindle. Vehicle parts will accelerate the layout of vehicle OE lighting technology and products.

[Micro LED show]

Let's go all the way to Hon Hai to sprint Micro LED and compete with Samsung?

Hon Hai Group sprint Micro LED, group creation, Rong Chuang, fan Xuan three big hit. With the advantages of panel technology, Rong Chuang is also playing a key role. It not only acts as a Micro LED developer, but also participates in important investment layout. The newly launched fan Xuan team has the European team to take the initiative to find a way to cooperate and develop key massive transfer technologies.

Chuan Hon Hai aims to win iPhone's future panel orders, synchronizing its application with Samsung in TV and other large scale applications and accumulating energy.

The big tycoons are competing for the layout of Micro LED.

All kinds of people rush to enter the Micro LED market, and friend takes the lead in exhibiting the world's highest resolution full-color active Micro LED display technology, announces mass production schedule. Taiwan Institute of technology assists in the development of crystal electricity, Xinxing and accumulation, and develops a "super small spacing Micro LED indoor display module" to rush to attack the 110 inch indoor display market.

Samsung works together with Danish enterprises to develop Micro LED TV The Wall upgrade version.

Recently, Samsung announced that it will work with Steinway Lyngdorf, Denmark's top audio company, to jointly develop the next generation of The Wall TV. It is reported that the next generation of The Wall TV is named The Wall Profession, which is a commercial version of The Wall TV. Through the cooperation with Steinway Lyngdorf, The Wall TV will be equipped with a loudspeaker speaker.

[Taiwan plant operation]

To attack niche market and gain profits, crystal power is heating up in the second half of the year.

The global LED market is still in excess of supply, but in the past two years, Taiwan manufacturers have shifted to niche market, and their revenues have narrowed, but their profits have changed. In the case of grain factories, crystal power increased by four yuan red light, and enhanced development of Mini LED and VCSEL (vertical cavity surface emitting laser).

Crystalline electricity in May revenue of 1 billion 814 million yuan (NT $, the same below), an increase of 9%, an annual reduction of 18%, the highest level this year. But the second quarter's performance momentum is not strong, and may barely reach the level of damage, the main kinetic energy is still in the red light products.

The demand for inventory is boosted, and the billion battalion in May has recovered.

In the face of new capacity growth and supply increase in the mainland of China, the LED group in Taiwan has experienced several consecutive quarterly inventory adjustments. Recently, the demand for inventory compensation has been pushed up.

LED packaging Dachang billion light in the backlight, lighting inventory recharge driven, May revenue increased by 2.4% monthly, but because of price competition, compared to the same period is still declining 16%, accumulated the first 5 months of revenue is still reduced by 1.

The performance of Li Qing in May was excellent, and the three vertical lights were seized to announce expansion.

Thanks to the promotion of the dual integration system of the mainland's vehicle factory, the light weight and energy saving group of the Taiwan factory auto parts in May were delighted. Li Qing's combined revenue in May was 302 million yuan (NT $, the same below), and increased by 30% annually. The consolidated revenue in May was 1 billion 709 million yuan, an annual increase of 11%, a record high in the same period.

In addition, Li Qing pointed out that the company successfully entered the three vertical lights and obtained the brand car factory certification. It is expected to generate operational benefits in the fourth quarter, and has also started the related expansion plan in response to the order requirements of Wuhan Xiaoxi customers.

The demand for 3D sensors and vehicles is strong.

Benefiting from new applications such as vehicle, 3D sensing and automation equipment, the demand for sensing components is strong, and the operation of Dingyuan is increasing rapidly. The company is also actively expanding its capacity. The new plant is expected to be completed in June. The capacity of sensing components will increase by 50% after the expansion, and the proportion of sensing components will increase from 50% to 60%. The gross profit and profit of yuan have made the Dingyuan good performance this year, thanks to the strong growth of sensor components.

The May battalion of altherson has resumed heat, and will continue to promote high level commercial lighting and vehicle lighting.

The LED packaging factory, Alisen, faded off its low profit PLCC last year and actively adjusted its product mix, expanded modular products and headlights, and improved its operation. In May this year, revenue stood at 252 million yuan (NT $, the same below), a monthly increase of 23%, an annual increase of 30.7%, hitting a new wave band in the past 14 months. Accumulated revenue in the first 5 months also increased by 1.56% year on year. The estimated second quarter revenue may be slightly higher than the first quarter, the industry has the opportunity to continue to earn. After the whole year, the tax is transferred to surplus after tax.

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(text: LEDinside Janice finishing)

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