The CSP technology into the crystal electric lights, Mini LED is expected to be the end of production

Many industry for a long time the market suffered LED pile up in excess of requirement, is also facing a similar dilemma in recent years, crystal electric make snap to reduce costs, will focus to the more scale factory production, and to optimize the product mix, last year to show results. Although revenue similar to last year, but the gross margin improved, pay out profit transcripts.

In LED, VCSEL and GaN Mini on Si production is crystal electric key point of transformation, but is still in the initial stage, there is no substantial contribution last year. Business and marketing vice president fan Jinyong said that the amorphous power VVI strategy, with virtual vertical integration, application development and assist customers downstream, mainland industry department to take the train is different. EPISTAR will be used in the TV backlight, mobile phone flash CSP technology into the light, is one of the products of the optimization results, this year is expected to import, and display relevant results in the April Taipei lighting exhibition.

Blue LED in a vicious price competition failure, has been pushed into the Red Sea, crystal electric lighting applications in the proportion of total revenue has dropped to about 40%, is the second largest source of backlight applications, accounting for about 20%. The market named crystal electric to improve revenue and profit, pioneered the Mini LED technology, mobile phone, TV and high order laptop display backlight for potential applications, the second half is expected to launch the application program. Fan Jinyong said that the application of Mini LED the majority, at present a lot of talk about the case, a conservative estimate before the end of the year is expected to mass production.

Infrared (R) LED in the global supply chain, EPISTAR also plays an important role, IR VCSEL and IR LED materials with the same equipment, crystal electric into the VCSEL enjoy short learning curve advantages, improve conversion efficiency also have good progress, yield improvement. VCSEL can send a special optical structure, identification, industrial automation, drones and even self driving good application potential in 3D face. Crystal electric positioning for VCSEL on behalf of the factory, the main OEM Lei chip data transmission applications, the parties negotiate last year, this year will further increase of new customers, sensing applications VCSEL foundry business is also actively preparing.

VCSEL significantly increased the demand, but the high threshold, the short-term increase in supply is limited, the average gross margin is LED much higher, crystal electric in the adjustment of product mix, invest more resources for development and implementation of VCSEL production line, the fastest third quarter production.

Source: Taiwan Economic Daily

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