The application of LED innovation driven by demand, EPISTAR Everlight revenues back to temperature

The era of things, the application of LED All flowers bloom together. including vehicle sensor, infrared sensor, smart home, and even the sterilization application, gradually began to ferment. Plus the original general lighting and lighting market demand, driven by the Department of Taiwan LED downstream leading crystal power, billion light camp in March to recover the temperature. Looking ahead, the industry believes that the fundamentals are improving, but the mainland manufacturers still in expansion, second half of the supply and demand variables will appear.

Crystal March revenue hit a 11 month high in April, the new orders of the blue are high price, will help improve the product portfolio. The other first quarter revenue from infrared and automotive products of high proportion, will help improve the expected profit, gross margin of Q1 will be better than the previous quarter's 18%.

The application of LED constantly, including near field iris recognition, VR/AR dynamic sensing, mobile phone sensing, control, driven by demand back to temperature. EPISTAR general manager Zhou Mingjun said, this kind of new application revenues accounted for a smaller proportion, crystal size is too large, rely on commercial operations significantly improved product recovery. Fortunately, the TV and the lighting requirements well, blue crystal electric capacity has been fully loaded, and even the emergence of supply gap of up to 3; lighting prices have stabilized signs, the second quarter operating performance.

Packaging manufacturers billion light in March revenue is less than 1, but the first quarter of February, affected by the traditional off-season performance and exchange rate, the annual reduction of 3%. At present, the backlight and lighting the largest 2 products accounted for about 2 of the revenue and the other 3, including vehicle, small spacing screen, not visible is a high margin, total revenue 5. The screen for small spacing penetration rate rising, steady growth in demand this year; vehicle LED has the capacity of new factory Causeway added, this year performance increase of 2. The invisible light also benefit things, shipments continued to grow.

Vertical integration factory Lunda March revenue increased nearly 3 months, the deferred effect mainly comes from the first 2 months. In the backlight and lighting market commercial specifications, Lunda long-term commitment differentiation, has launched many award-winning products in the United States this year, continue cultivating, LFI lighting exhibition debut next month, will show the fresh food light, sights high price commercial lighting market. Car market, Lunda also recently launched the new LED headlights, headlight and laser module packaging, product concept.

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