The growth of MiniLED and other niche applications is expected to be expected.

Longda is the LED consistent plant of the Taiwan Department, with 1 billion 80 million yuan (NT, the same) in May and an annual increase of 8.22%. Longda pointed out that Mini LED will be shipped in the third quarter. Current customer applications mainly include high order products such as bidding pen, car panel, medical display, and high-order professional drawing display. VCSEL is still waiting for the mobile phone system to ferment. It is expected that the next half of the year to the first half of next year, the application of growth is expected to appear. As a whole, the second season has been at the bottom of the valley.

Crystal is a major plant of LED chip. In the second quarter of this year, the revenue reached 1 billion 814 million yuan and 8.9% in May, under the support of four yuan LED capacity full load, lighting and backlighting recharge. In the first five months, the revenue was 8 billion 627 million yuan, and the annual decrease was nearly 15%.

Crystal power pointed out that the third quarter operating back temperature, operating performance is expected to be better than the second quarter, in July may still be close to June, 8, September warming is more obvious, the main line of LED lighting, backlighting demand has rebounded, inventory has been almost the same. But the price and demand of blue light LED may not be better than the same period last year, four yuan LED part of the maintenance of full load.

Legal persons are more optimistic about the development of Mini LED, which will soon have significant revenue contributions, and this is expected to lead to a further increase in gross profit. At the same time, it is also optimistic about the restructuring plan of crystal electric due to business expansion. It is expected to broaden the application range of 35 ethnic semiconductors, such as sensing VCSEL, GaN/Si for power supply devices, and opening new channels such as wafer processing and module solutions, which will be expected to start a number of years of operation. Grow up.

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