The accumulation of Mini LED forecast the second half of next year the year after the advent of mass production, Micro LED

LED driver IC plant accumulation of the layout of the new products Mini LED news, next year will be the first to the backlight module to drive IC into the market, is expected the second half of next year is expected to start mass production, as Micro LED is also expected to come out in 2019, and will concentrate on a large screen at present.

This year the mainland competitors hit the price war, although the accumulation of shipments reached new highs, but there is no profit growth, even in the second quarter of this year's earnings, gross margin fell below 3 for the first time into the checkpoint, but also accumulated in the third quarter adjusted operating strategy, driven by the gross margin and profit rebound significantly.

The accumulation of the third quarter of this year consolidated revenue of 731 million yuan (NT, the same below), quarter by 10.7%, gross margin of 29.9%, quarter by 7.2 percentage points, attributable to the parent company net profit after tax of 52 million yuan, the quarter increased 2.6 times, earnings per share 1.52 yuan, better than market expectations.

Micro LED and Mini LED are now most concerned about the market, is to accelerate the development pace of accumulation. The accumulation of Mini LED products should be said that the collocation backlight module to drive IC into the market in the second half of next year. Company analysis, because the Mini LED compared to the LCD screen now can significantly enhance the HDR (dynamic development), the future can even partition screen display, make the product more functional.

As for Micro LED, said the smaller grain Micro accumulation, LED cut, so whether it is of any size screen needs a large amount of grain, so there is huge R & D technology transfer, so that products can be fast, high yield on board or PCB, expected in 2019 is expected to launch the product, application programming in the large screen.

In addition, the current accumulation also started to enter the car market, the accumulation of pointed out that the current lock sequential direction lamp, car lights and dashboard lights, is expected in the first quarter of next year is expected to products through the certification of the fastest car, the second half of next year began shipping.

Legal person said, now gradually reduce the accumulation of basic LED into the Red Sea market driven IC market, began to drive IC amplification niche market, not only the higher gross margin, and high barriers to entry, the opponent is also difficult to enter in a short time, plus the Mini LED next year and started driving IC Yi note revenue, gross margin is expected to keep steady 3 points, even to space, will also have the opportunity to increase profit.

Source: Business Times

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