The operation of Q2 is stable, and the operation will increase in the second half of the year.

Taiwan's LED chip factory has been operating smoothly in the second quarter of this year, with a surplus of 0.34 yuan per share (NT $0.70). The accumulated earnings per share in the first half of this year were 0.70 yuan and 8% annually. The new production capacity of the sensor components has been installed and installed at the end of the second quarter, and has been put into operation in the third quarter, contributing revenue. It is estimated that the second half of the year will have better opportunities than the first half.

At present, sensing components account for nearly 48% of the total revenue of optical devices, including Photo transistor, Zener diode and Photo diode. The total capacity is about 3000KK/, which is produced in 5 inch and 6 inch silicon wafers. The recent production capacity has been fully loaded and the order visibility is about two months. The main demand kinetic energy comes from wearable applications, vehicle products, medical devices (heartbeat, pulse measurement) and so on.

Due to the growth of the order, the company completed the first phase of the 10% expansion in the end of the year. This year, it continued to invest 400 million yuan to expand the capacity of the sensing element. It has been installed in the second quarter. It is estimated that after the third quarter is put into operation, the capacity of the sensing element in the second half of the year is expected to add 20%, which will inject new energy into the operation. It is estimated that this year, the shipping of sensor components will have the chance to challenge the two digit increase.

The proportion of LED/ luminescent components this year has dropped to about 3, and backlight applications have continued to decrease. The application of products accelerated to the development of niche market such as infrared, ultraviolet and vehicle. Thanks to the optimization of product mix, the business of light-emitting devices is also less affected by land price competition. At present, infrared radiation accounts for 6 of the luminous element.

As for the VCSEL (vertical cavity surface emitting laser), the company has completed the development of low-power VCSEL products and customer certification at the present stage. It is mainly consumer oriented low-power market, and high-power VCSEL is still developing.

On the outside side, Guanglei has invested more than 220 million yuan in the first half of this year. However, it has been recognized by other comprehensive gains and losses after the disposition and transferred to retained earnings to enhance shareholders' rights and interests. Therefore, it does not affect the current profit and loss and earnings per share performance. According to the results of the financial report, there are more than 6000 shares of Guang Jie.

Guang Lei's performance in the second quarter of this year was generally stable, with a capital surplus of 0.34 yuan per quarter after the capital reduction, and EPS for 0.3 consecutive two quarters. Accumulated revenue in the first half of the year was about 2 billion 699 million yuan, and the annual decrease was nearly 9%, with a basic earnings per share of 0.70 yuan and an annual increase of 8%. The new production capacity of the sensor component has been put into operation in the third quarter, and the company has begun to contribute revenue. It is estimated that there will be another opportunity to warm up in the second half of the year.

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