Jingdian, Ronda Mini LED products will be shipped in small quantities in the second half of the year
Mini LED began to ship in the second half of the year. After the manufacturers released the news, the market is optimistic about the Mini LED, which is expected to drive business opportunities. Recently, Jingdian said that the Mini LED will be shipped in the second half of the year. The LED manufacturer Longda also stressed that the current Mini LED has been sampled, and it is expected to be shipped in small quantities in the second half of the year. Optimistic about Mini LEDs will become the driving force for driving growth.
After years of research and development, Mini LED entered the final stage in the second half of last year. The technology of Taiwanese manufacturers such as Jingdian, Yiguang, Ronda and Accumulation is also complete this year. The LED industry said that it seems that technology has entered In the production stage, the first half of the year is the sample delivery and verification. The downstream manufacturers will complete the construction of the Mini LED related peripheral components and supply chain. In the second half of the year, they will officially enter the shipping period, contributing to the fourth quarter operation of the relevant manufacturers.
In terms of new products, Ronda said that Mini LED products will be shipped in small quantities in the second half of the year. In the second quarter, the backlight business is actively sprinting Mini LED technology. At present, the products are expected to be shipped in the second half of the year. The applications include high-end products such as e-sports notebooks, automotive panels, medical displays, and high-end professional graphics displays.
The legal person believes that the penetration rate of Mini LED in the overall market will increase significantly next year, and will have a significant contribution to the shipment and performance of related manufacturers in 2019 and 2020.
Ronda pointed out that in the new application field, the wearable device has blossomed and entered the top five sports bracelet brands in the world and stabilized shipments. In addition, in response to the growing consumer surveillance market, the smart doorbell enters the home and its IR products It has already occupied a certain proportion in the consumer surveillance system, and continues to ship every month. It is also used in the first-line brand of American smart doorbells. UV die and package products are also being shipped for nail and printing curing. Taiwan Plant Guanglei will be ex-dividend on July 20, with a dividend of 1.35 yuan per share (NTD, the same below). The company has long been in contact with the Nichia Chemical Strategy Alliance and has now stabilized the sensing component field, benefiting from sensing components. Demand has grown substantially. Guanglei's new products have been pulling a lot of goods since July. It is expected to drive Guanglei's performance to rise rapidly in July, and new capacity is being noted. Guanglei said that the proportion of sensing components is expected to break through in the third quarter. More than 50%, due to the good gross margin of sensing components, Guanglei Le will watch the performance in the second half of the year, and it is estimated that the profit in the second half will be much better than the first half.
Guanglei has long been associated with Nichia's strategic alliance, optimistic about the prospects of sensing components, and has developed layout sensing components for many years. Currently, sensing component products include the highest proportion of revenues from Zener Diode (Zener Diode), due to Zener Diode's main It is used to make protection components in high-voltage and high-current environments. For example, when making high-power LEDs, a Zener diode can be connected in parallel or a Zener diode can be connected in series to achieve the purpose of voltage regulation, and the LED components can be prevented from being destroyed by instantaneous high current. The proportion of LED illuminating sources using lighting is getting higher and higher, and the demand for such stable and stable current protection components is getting higher and higher. The competitive structure of this product is relatively stable, and there are not many newcomers, and the industry trend is stable. Under this, this business has become the most stable growth momentum in Guanglei's business.
In another part of the sensor component, Photodiode, because the American brand owners increased the use of reflective optical detection modules originally used in wearable devices, and increased the size and power of the device, Rayray benefited from this trend. Expansion of the production line of Photodiode, and the production capacity of this line has been further enlarged since the end of June, and the production capacity has increased by about 20% after expansion.
According to the latest "2018 Infrared Sensing Application Market Report", the reflective heartbeat oxygen sensor has been fully introduced into smart watches and smart bracelets, driving the demand for infrared optical components to grow significantly, because reflective optical sensing technology has small size and low volume. In addition to the introduction of smart watches and smart bracelets, the advantages of power consumption, rapid response, etc., are gradually introduced into market applications such as sports training, home care, and vehicle driving monitoring.
At present, the customers of Guanglei sensing components are mostly European and Japanese factories, and the applications are mainly wearable devices and vehicles. The automotive products are in-car lights, truck lights, etc., benefiting from wearing devices such as smart watches. A large number of shipments began in July, and Guanglei's performance is expected to accelerate from July, and the second half of the year is promising.
Guanglei's consolidated revenue for the second quarter was 1.387 billion yuan, a 5.8% increase in the quarter. The cumulative revenue from January to June was 2.699 billion yuan. The legal estimate is that Guanglei's earnings per share for the first half of the year is expected to reach 0.8 yuan to 0.85 yuan. .
In response to customer demand, Guanglei actively expanded the capacity of sensing components. At present, the monthly production capacity of Guanglei sensing components is about 3 billion. Since the production capacity is already full, Guanglei does not rule out whether to continue to expand production at the end of the year.
Guangzhou Bolei Electronic Technology Co., Ltd. , https://www.nzpal.com