The turn of the war niche market profit to better, the LED chip factory in the second half of the operation rebounded

There is still a surplus in the global LED market, but manufacturers in the Taiwan region have turned to niche markets in the last two years, with a smaller revenue scale, but a better profit. In the grain plant, the crystal electricity increases the red light specific gravity of four yuan, and strengthens the development of Mini LED and VCSEL (vertical resonant cavity laser type laser). The peak season of the second half of the year is coming, and the camp movement can be enhanced.

It was announced last week that the May revenue of 1 billion 814 million yuan (NTD, the same below), the monthly increase of 9%, the annual decrease of 18%, set the height of this year. But the second quarter performance kinetic energy is not strong, may barely reach the loss, the main kinetic energy is still in the red product.

The first quarter red light products accounted for about 35% of the crystal electricity revenue, the second quarter has risen to 40%, because the red glare rate is higher than the company average, enough to make up for the loss of blue light, so that the second season has a chance to lose. Q1 global LED market demand is weaker than the previous year, the first quarter hair interest rate also hit a new low in the 6 quarter. Although the second quarter market situation has back temperature, but the strength is not very obvious, the operation is obviously better to be expected in the third quarter.

The foreign capital said that the Mini LED product will be shipped to the mainland mobile phone factory in the second half of the year, and is negotiating orders at other mobile phone factories. Another niche product, VCSEL, has a small number of shipments for distance sensors, and mobile 3D sensing is at the certification stage, and shipments may be slower than expected.

Guang Lei, the same grain plant, won by small and beautiful. Under the trend of industrial 4 transitivity, the demand for sensing elements is becoming bigger and bigger in all walks of life, and the impact of the LED market downturn is smaller. In the past 3 years, the revenue has been stable, and the earnings per share are also maintained between the 1.05-1.57 yuan. At present, in terms of products, the proportion of sensor accounts for about 45% of revenue, 30% of LED light emitting components and about 25% of the system products such as display billboards.

Guang Lei said that despite the oversupply of the LED market, the capacity utilization of sensors in the last two years was fully loaded. Last year, a small expansion of 1 into a small scale and an expansion of 2 into 400 million yuan this year, the main production of car and wearable device sensors will be put into production in the third quarter.

Source: freedom times

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