LED chip prices fell, Taiwan LED factory expanded transformation

Taiwan's LED chip factory's revenue in August has mostly rebounded and rebounded. It has violated the traditional peak season effect in the past two years. However, most Taiwan LED chip factories no longer have a crush on LED lighting or backlight, and have switched to the special application of traditional blue light. Or high-end Blu-ray applications. The LED industry experienced the year before last year and last year for two consecutive years, resulting in a decline in the price of blue LED chips. Under the difficult price of LED lighting, the Taiwan LED chip factory expanded its transformation; the new century green LED entered through the packaging factory. Wearable devices, the proportion of revenue in the third quarter is estimated to be 5 to 10%; Taigu introduces OEM orders, first seeking cash flow. Taiwan's LED chip factory's revenue in August has mostly rebounded and rebounded. It has violated the traditional peak season effect in the past two years. However, most Taiwan LED chip factories no longer have a crush on LED lighting or backlight, and have switched to the special application of traditional blue light. Or high-end Blu-ray applications. The new century said that this year it is not pursuing expansion and revenue growth. It hopes to sort out a better product mix under the existing revenue base, and to adjust the mobile phone flash (flip chip) and CSP applications such as car headlights. Special lighting and high-end TV backlights are transforming directions, and the application of green light in wearable devices is also one of the transformation directions. Green LED is the strength of the new century. The company has entered the wearable device supply chain through the LED packaging factory to measure the heartbeat pulse. The new century said that the measurement of the wearable device has its special wavelength requirement, and the green LED is the main Components, the new century has begun a small amount of delivery in the last season, this quarter can account for 5-10% of revenue, the new century speculates that the third season is the peak period of the wearable device brand new products, the new product will drive a Wave demand, whether the proportion of green LEDs will continue to increase in the future, but also observe the sales of brand factories. In the case of blue LEDs, the new century has faded out of general lighting, mainly CSP and flip chip packaging, CSP lights have passed through the group, into the mainland lamp factory, from the new century to provide high-power CSP components, through group electricity The goods are given to the land-based lamp factory. In addition, the new century did not pick up the work order in the past, the third quarter tried to undertake the blue LED OEM orders, mainly for the European and American manufacturers released special lighting orders, gross margin or price are better than the traditional blue LED applications. As for Taigu, which invested in Jingdian and Yiguang, it has adjusted orders since last year. At present, it is still dominated by blue-green LEDs. Although the scale of production capacity is not large, the revenue in August increased by 16.31 compared with July due to the traditional peak season effect. %, the annual growth rate has also been reversed to 5.57%. Taigu stressed that although the RD team is actively researching automotive and IRLED, the transformation is not a trivial. At this stage, orders will pick up better-priced orders and introduce OEM orders, first seeking cash flow.