The LED industry is turning to the machine. Taiwanese companies are getting rid of the competition in the mainland supply chain and are turning to new trends such as Micro LED, automotive LED, and infrared LED.
In terms of Micro LED, it is reported that the technology can now be imported into special displays, such as LCD and OLED, which can not be achieved. Micro LED can complement it, and it has the opportunity to gradually use AR micro-projection and automotive HUD projection with high brightness requirements. Even large-scale display billboards; estimated by 2022, Micro LED production value reached 694 million US dollars, is one of the most development direction of the LED industry, including South Korean manufacturers Samsung, Lumens also actively grabbed.
In the development stage, the Micro LED has achieved technological breakthroughs. It is expected to supply smart phone and game display manufacturers in the third quarter. Recently, in order to expand the Micro LED and Mini LED market, Jingdian has split its business into The three major businesses, including independent crystal technology, focus on the development of Micro LED components.
The legal person predicts that with the increase of Mini LED and the breakthrough of Micro LED technology, this year's crystal power revenue will be between RMB 23 billion and RMB 25 billion (NTD, the same below), and will grow exponentially in the next year. new highs.
Lunda was benefited by the AUO Group's combination of panel technology to achieve a one-stop manufacturing of Micro LED. At the beginning of the year, Ronda also entered the Mini LED. It is expected to be shipped gradually this season and has been invested in the development of Micro LED for many years.
Ronda turned profit last year. This year's revenue continued to increase. The second quarter's consolidated revenue grew 12% from the first quarter. The second half of the peak season is expected to grow again. It is estimated that the annual EPS will reach 0.3 to 0.4 yuan.
In addition, with the face recognition, security monitoring and other issues more and more attention to the market, the size of the infrared LED market is also growing year by year, LEDinside is estimated to 2021, the overall size will grow to 697 million US dollars, related supply chain such as billion light, Guangbao Branch I am expected to benefit.
Yiguang is an LED packaging factory. Recently, Ye Weifu, chairman of Everlight, said that the operation in the second half of this year will be better than that in the first half of the year. The main growth momentum comes from the automotive and sensor markets. He said that its automotive products, including headlights, taillights, interior and exterior lighting, have entered the European and American first-class car manufacturers, will start pulling goods from the third quarter, is expected to contribute more than 10% of the annual revenue. .
In addition, Mini LED products are also being sampled, and mass production is expected in the fourth quarter, which will be applied to related products such as vehicles and mobile phones. Yiguang pointed out that the application level of LED is more and more extensive, especially in the rise of smart cities, smart cars, virtual reality, artificial intelligence and wearable devices. The demand for LEDs has also increased significantly, and subsequent operations are expected to increase. In June, the revenue of Everlight reached 1.99 billion yuan, down 16.1% year-on-year. The accumulated revenue for the first half of the year reached 12.182 billion yuan, down 11.1% year-on-year.
In recent years, Lite-On has actively transformed itself into five major Internet of Things applications such as cloud computing, LED components and lighting, automotive electronics, industrial automation, and smart healthcare. Recently, it has seen results, especially cloud applications, LED and lighting, AI smart home and Revenue contribution from consumer electronics and other companies has accounted for nearly 40% of total revenue. However, in the second half of the year, Lite-On may face two major challenges, including the ongoing Sino-US trade war and component price increases, which may result in lower than expected demand.
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