Sensing element demand heat, LED factory Ding Yuan new capacity estimate Q3 small output

The market of sensing elements broke out. Ding Yuan of Tai LED factory actively permeate the business opportunity of expanding production and feeding. The new production capacity is expected to start at the end of the third quarter, and the related business revenue will exceed 60% in the future, and the most pure LED sensing element shares in Taiwan shares.

Ding Yuan said that the sensor needs heat, driving the company's operations in recent years to pick up. At present, the revenue of the determination components of Dingyuan is about four to 50%, mainly using the terminal applications such as electronic whiteboard and wearable device. With the rapid development of high order applications such as medical, security, vehicle, AI, self driving, 5G Netcom and optical communication, the demand for sensing elements is continuously increasing, and some customers have already carried out samples, certified and expected. Future sensing business will continue to boost the growth of the Ding Yuan operation.

In terms of capacity layout, Ding Yuan said that the company's sensing element production line is fully loaded and the new production line is expected to install equipment in July and trial production in September, and the results will be expected for the second half of the year. At present, the measuring component of the Ding Yuan is about 5 inches 60 thousand, and the company is building 30 thousand new capacity for 6 - Inch projection.

Since each piece of 6 - inch chip output is equivalent to 1.75 pieces of 5 - Inch Lei chip, the total capacity of the sensor will be substantially increased by about 87.5% after the conversion of the new capacity. It is expected that new capacity will be introduced in the third quarter and began to start in September.

In recent years, the LED factory in the mainland has been seeking the niche market for the transformation under the price competition of the mainland. Ding Yuan planning, after the new production capacity, the sensing component revenue ratio will be from 60% take-off, and also have considerable contribution to the operation, the company said that it will work hard to become the most pure LED sensor plant in the Taiwan area.

Source: Economic Daily

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