Jingdian will ship Mini LED products to Huawei in the second half of this year

Taiwan's LED die factory Jingdian announced on May 7 that the consolidated revenue in May was 1.814 billion yuan (NTD, the same below). The inventory of downstream customers of lighting and backlights was high, and demand continued to be weak. The revenue increased by 8.94%. However, the annual decrease was 18.07%, which was the second highest this year.

In the first five months of Jingdian, the accumulated revenue was 8.627 billion yuan, down 14.89%. In the second quarter, due to the high inventory of downstream customers of lighting and TV backlights, demand continued to be weak, while demand for quaternary red LEDs remained stable, and kinetic energy is expected to continue. Until the third season. Jingdian pointed out that although the market situation in the second quarter is not good, the revenue of the four yuan red light will increase to 35% from 35% in the first quarter, and it is expected to improve the performance of gross profit margin. It is expected that TV backlight demand will be warmed up in the third quarter, and the revenue contribution from the small shipment of MIni LED will be better than the second quarter.

Jingdian actively cultivates the field of Mini LED, and the products will be shipped in small quantities in the second half of the year. Foreign capital estimates that Mini LED will account for about 3% to 5% of the company's revenue in the second half of the year, and revenue will reach 7% next year. In 2020, revenue contribution is expected to reach 20 to 25% of overall revenue; as for VCSEL's 3D sensing application, it is still in the certification stage, and revenue is expected to reach 3% next year.

At the end of May, Crystal Power announced that it will transform its future, and will hold the crystal power company responsible for LED business, the crystal semiconductor industry responsible for semiconductor foundry business, and the crystal responsible for module and component business. 3 subsidiaries including electric technology. Foreign investment is expected to account for 30% of its overall revenue from 2020 to 2021, with new businesses such as semiconductor foundry and modules and components.

Foreign capital pointed out that Jingdian will ship Mini LED products to Huawei in the second half of this year, which is expected to account for 3% to 5% of revenue in the second half of the year. At present, Jingdian also cooperates with other mobile phone customers and panel makers of games, vehicles and TV applications. Next year, there will be more profitable revenue contribution, with an estimated revenue of 7%.

Jingdian expects to have 3 to 40% of its nitride capacity for the production of Mini LEDs by 2020. Foreign capital analysis, if nitrides account for about 65% to 70% of total revenue, means that there will be 20% to 25 by then. % of revenue contribution.

As for VCSEL technology, foreign capital said that Jingdian has begun to ship VCSEL distance sensors, but the VCSEL technology for 3D sensing is still in the certification stage. The current process is slower than the Mini LED. It is estimated that VCSEL will account for the next year's revenue. Up to 3%.

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