The new application has continued to grow, and the factory's bright future is to expand its production again.

In recent years, global sensing related demand has grown rapidly. In the LED factory of Taiwan, Guang Lei and Dingyuan are locked in a positive transformation of the market. Guang Lei's sensing element production line has been fully loaded. Last year, it was planned to expand production. It is expected to increase production capacity by 20% after the end of this year to next year's new capacity.

Guang Lei sensing components, including light two pole, photoelectricity crystal, keener diode and other single month production capacity of about 3 billion, the proportion of revenue increased year by year, in 2015 accounted for 36.7%, the end of last year has reached 44.92%, the first quarter of this year to 48.15%.

Due to the full load of the receipt, and the good visibility of the single, the bright decision to expand the output of 20% again, with the current monthly capacity calculation, completed after the completion of the postpartum, a single month capacity will reach 3 billion 500 million, become an important kinetic energy in the future operation.

Taiwan area LED supply chain lock niche based, technical threshold high product line transformation, related applications include IR LED, sensing, vehicle, and special lighting. Guang Lei, Ding Yuan with sensing elements as the center of gravity, the current line has been full, so actively expand production.

Guang Lei said that because of the continued growth of the new application, the largest growth in the past two years is the use of automotive and artificial intelligence related applications, all related to sensing elements, the demand for the market is growing, and the internal decision to expand production.

After adjusting the product line in the past two years, after adjusting the product line, the gross interest rate and operating performance rose year by year. The gross interest rate of 29.59% in the last year was a new high in the last ten years. The main reason is to continue to turn to the niche market and play a small and beautiful advantage.

LED industry said, in addition to the artificial intelligence (AI) related market, in recent years with the Internet of things, industrial 4 and other needs tamping, infrared products main attack sensor market, strong demand, the first quarter of the first quarter of this year's gross interest rate has stood 30%, the market is optimistic about the opportunity to continue to grow this year.

In addition, according to the "2018 infrared sensing application market report" of the state advisory LE Research Center (LEDinside), the reflex heartbeat oxygen sensor has been fully introduced into smart watch and smart hand ring, and the demand for infrared optical components is obviously growing, the highest market rate of the apple, and the new generation of Apple Watch to improve the heartbeat blood The accuracy of oxygen sensing is expected to use more than twice the green light LED and infrared LED, as well as the larger volume photodiodes, four or five times higher than the previous, the Guang Lei, Ding Yuan and other industries are expected to benefit.

Source: Economic Daily

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