Passive component factory grab into LED earn extra money

The cost of raw materials to maintain high compression, passive component factory profit, manufacturers have started cross industry investment, especially in the LED industry growth trend is relatively clear (LED) industry's most popular passive component factory favor, attracted a total of six passive components have been put into the factory, the second half of this year are more likely to see significant investment benefits.

The factory has announced the passive component entered the LED industry, including heshentang, polytronics, Dayi, the peak, nine Hao, wangquan six. Among them, in addition to investment in the production of nine LED heat sink substrate, the recent announcement of its own funds to invest in solar connectors 70 million.

Although the passive component factory to get into the LED industry a positive attitude, but still in the cultivation stage, currently only heshentang show specific investment results, its self-developed LED substrate since last August "light", began to contribute profits, profitability continued in.

In the heat of the LED industry on the demand for warmth, wo Tang continued to expand the production capacity of LED heat sink, but because the equipment is not yet in place, the slow progress of the expansion of production. According to the original heshentang release of the expansion, planned expansion next year to two in a single month, thirty million. Compared to the extension of the hall has been seen to invest profits, the upstream and downstream of the nine components of the passive components of the factory and the protection of the plant poly Ding, the core of the plant more than the peak of the cross industry investment is relatively slow.

Among them, together with the Japanese chemical Ding electric (DENKA) aluminum substrate to cooperate in the development of high thermal conductivity and flexible substrate, the backlight module play a greater efficiency of light, there still is a small amount of shipment stage.

Poly Ding pointed out that the new plant plans to be completed in the second half of the year, all applied to new products, then, will see a significant increase in shipments and revenue contribution. In addition, LED sapphire more investment plan is scheduled to end the 98 year peak, will invest 1 billion 380 million yuan, at this stage of revenue contribution is not obvious.

As for the passive component factory (2327) leading Yageo investments is wangquan resistance factory, factory passive components newly announced into the LED industry, will spend 360 million yuan investment has not yet established epitaxial plant Ling photoelectric, made no more than 40% stake, becoming the largest shareholder.

Source: Taiwan Economic Daily