Rebound LED chip factory to expand transformation

LED industry has been the year before last year, last year for the 2 consecutive year busy season, resulting in blue LED chip prices fell, the price war is difficult to play in the LED lighting, LED chip plant expansion transformation; the new century green packaging factory into a wearable device through LED, the third quarter revenue estimates of 5-10%; Taigu is introduced first for OEM orders, cash flow.

LED chip plant in August revenues mostly appear rebound, after the traditional peak season effect in 2 years, but most of the LED chip plant is no longer attached to LED lighting and backlighting, special applications have been turned into the traditional blue light, or high order Blu ray application.

The new century, not the pursuit of expansion and revenue growth this year, hope that under the existing revenue base, sorting out a better product mix, and set the tone for the mobile phone flash (Fu Jing) and CSP applications such as automotive headlight, special lighting and high order TV backlight for the direction of the transformation, application of green in the wearable device is one of the direction of transformation.

Green LED for the new century's strengths, the company has been through the LED packaging factory into the wearable device of the supply chain, is used to measure the pulse beat, the new century said, wearable device of measuring the demand of special wavelength, green LED as the main components of the new century, the last season has started small delivery, this season can be accounted for. Revenue amounted to 5-10%, the new century speculated that the third season of the wearable device brand new listing peak, new distribution will lead to a wave of demand, the future of green LED if the proportion continues to increase, we should also observe the factory brand sales.

In the blue LED, the new century has been out of general lighting, the main CSP and flip chip package, CSP lights have been through the group, into electricity, light factory, provide high power CSP components from the new century, through the group, electric delivery to light factory.

In addition, the new century has not met the single season, third attempts to undertake blue LED OEM orders, special lighting orders mainly for Europe and the United States manufacturers release, gross margin or blue LED application is superior to the traditional price.

As for the crystal power, billion light investment Taigu, began to adjust orders from last year, the blue and green LED, production scale is not big, but because of the traditional peak season in August revenue, compared to July growth of 16.31%, the annual growth rate is over 5.57%.

Taigu stressed that although the RD team actively study the vehicle and IR LED, but the transition is not easy, at this stage the orders will first pick the price good order, and the introduction of OEM orders, first for cash flow.

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