Taiwan's LED manufacturers including Yiguang and Jingdian's December revenues were generally in line with expectations; the first quarter entered the off-season, and this year's Taiwanese factories focused on niche markets such as vehicle, small pitch, sensing and iris identification. A big change in the capital. Another substrate factory, Tongxin Electric, applied the ceramic substrate to the high-end TV for the first time this year, and it was profitable to go up the stairs. LED profit-making Wang, packaging factory billion light December revenue decreased by 1.7% compared with the same period of last year, Chairman Ye Haofu said that last year, billion light is committed to reducing the proportion of the Red Sea market; non-lighting, non-backlight products accounted for more than half of revenue, Better than 40% in 2015. In the past year, Yiguang has been rushing to attack the small-pitch kanban, vehicle and IoT markets, and is currently negotiating cooperation with Asian brand car manufacturers. Another new copper enamel factory is also actively introducing important tickets for the automotive market-TS16949 certification, future automotive products. The proportion of revenue can be increased from the current 4-6% to more than 10%. Yiguang pointed out that the car's internal and external lights, including auto-driving and infrared identification systems, are all areas where Yiguang is good at, and its profit is better than backlight and lighting, and the entry threshold is also higher. Looking forward to this year, Ye Haofu believes that the upstream wafer factory shouted, representing the market momentum will slowly recover, which is conducive to the operation of downstream packaging plants. Upstream epitaxial wafer plant, the December revenue reduction of 4%, is also expected. Last year, Jingdian sold off excess capacity and selected orders. It successfully turned into a profit in the third quarter, and it is expected to maintain a small profit in the fourth quarter. Jingdian said that the focus this year is still to optimize product mix and increase gross margin. Among them, blue LED will focus on high-brightness and high-saturation color flip-chip and wafer-level packaging products; red and quaternary LEDs will lock high-resolution indoor billboards and sensors, iris recognition and other applications. The substrate factory and Xinxin's December revenue decreased by 5.2%; this year, it entered the Korean Samsung TV high-end model, which is the first time that TV backlight strips use ceramic substrates (in the past, copper foil or aluminum substrates), which has become a new performance kinetic energy. In addition, Xintong’s new developments include: LEDs for vehicles, low-power lasers for mobile phone positioning, and optical communication for self-driving vehicles. As the above applications are futuristic, it will help Xinhua’s transformation and upgrading this year. Tongxin’s profit this year will grow significantly.
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