With the rapid growth of application fields, the "LED" sensing element "double JIT" products are shipped up to 5.

Taiwan LED listed companies have bottomed out and actively transformed since last year. The market is optimistic about the Mini LED and the rapidly growing sensing components that have not yet been shipped, and the shipment of LED products at Dingyuan and Guang Lei has reached 50%.

Dingyuan and Guang Lei are currently targeting the sensing applications for the future direction, but Guang Lei specializes in the wear device, while Dingyuan has the average shipment in various fields, mainly consumer electronics and medical related.

The monthly output of Guang Lei sensors is about 3 billion. In recent years, the proportion of revenue has increased year by year, from 36.7% in 2015 to 44.9% last year. The first quarter of this year came to 48.1%, with full load and visibility. The company decided to expand its production by 20%. If the monthly capacity is calculated at present, the monthly output will reach 3 billion 500 million, which will be an important move for future business growth. Yes.

Guang Lei said that the new applications that have grown most in the past two years include vehicle and artificial intelligence, and use sensor components.

At present, the proportion of sensor components has accounted for about 50% yuan, and continued to rise, and in the second quarter of last year, the big move to expand production. Zhou Wenlong, general manager of Dingyuan, said that the expansion of production last year was mainly based on the production of infrared sensing products. In the past two years, the capacity has been fully loaded and the orders have continued to grow, so in June last year, we bought the new plant.

Source: Economic Daily

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