Table LED plant transformation effect, application of niche products is the key

Table LED plant in the first 3 quarters of this year more than to see the effectiveness of the transformation, in the application of the proportion of non blue pulled up, this year profit of small and medium sized LED plant increased, in 2018, the focus is still in operation and open land owned factory gap, expand the niche product front; LED, infrared sensor, mobile phone with Mini LED as the main application of transformation.

With the transformation of time longer, the new layout gradually forming, the industry believes that the transformation of Taiwan LED factory will be reflected in the financial statements and how many variables, but at least not worse, has been bleeding, the transformation results of 2018 still hold expectations.

The new application of Blu ray, Mini LED has become the most specific, the highest voice application in mobile phone applications, next year OLED panel production capacity, causing prices to small is not easy, Mini LED and a number of opportunities down, further guide the cost decline, the number and the 6 inch mobile phone consumption, the consumption capacity of the detonation direct is the most useful.

The day before in LED crystal electric industry forum said, Mini LED, VCSEL is the main battlefield in 2018 two, mobile phone Mini LED is expected at the end of this year, the second quarter of next year, volume production, production process of accident earlier than expected; as VCSEL is the establishment of OEM mode, currently accounts for only about 1% of crystal electric revenue, but in the industry a 6 inch wafer about $3000, each piece can be cut 10 thousand estimates, about 75% of the estimated yield, profit contribution of about 5% crystal, crystal structure will help better profit stack power next year.

As for the small and medium sized packaging factory, Baihong this year from the engine room lighting module of SMD accounted for about 5%, in addition to the United States Department of aircraft 737 aircraft, will import 777 aircraft, beginning with small delivery of new models to join, in 2018 the proportion of revenue contribution to the cabin lighting module is expected to be pulled baihong.

Ding Yuan is heavy and sensing element, the company invested 1 billion 200 million yuan (NT) to expand a new 6 inch sensor factory, is expected to put into operation in the second quarter of next year, the first phase of planning for the 30 thousand month, Dingyuan current sensing related revenue has a firm 40%, after the new plant, sensing elements in the long term, revenue target is expected to more than 50%.

Wang Qi at small distance display, in addition to gain a space for one person in the mainland, the long-term development of the Mini LED has already started shipping in the cinema applications, and to cooperate with customers to develop mobile phone with Mini, LED, IR LED and related applications in 2018 will be doubled to 10%, the proportion is growing 1 times this year.

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