Sensing element kinetic energy climbed light lei, Ding Yuan, the second half of a full load of expansion successively in place Hanqingxiu 2018-06-08 with wear equipment, AI networking, Industrial 4.0 and other markets continue to expand, all kinds of consumer electronics products and industrial applications are adding more sensor components, driven by the recent detection of components demand, LED Factory light lei, ding yuan successively transformed to the niche market, which, light Lei added 20% capacity will be in July test volume production, the second half of the sensing component will be the first to increase the proportion of products to 50%, and Ding Yuan new 6-inch plant will be put into production in September, when the capacity will be expanded by 50%, will fully vies sensing components of emerging business opportunities. LED industry is unknown, 2018 years since the last half of the pull demand weakness, market expectations of subsequent price decline is grim, compared to the performance of light emitting components insipid, sensing components of the capacity of the dynamic rate of almost full state. The industry pointed out that the sensor used in the past, the use of LED electrostatic protection, voltage, and other functions, but benefiting from the widespread use of sensors in biometrics, self-driving, industrial 4.0 and AI-related applications, its signal transmitter components are mainly divided into Vcsel and infra-red LED, and Vcsel has the characteristics of concentrating source Therefore, the transmission of signal angle is easier to control, and better sensitivity, regardless of whether it is vcsel or infrared LED, all need to be sensing components as a signal to receive the collocation of components, but also to drive the application of sensing elements of business opportunities to grow vigorously. In 2017, light lei began to buy more units for sensing components, expansion of about 10% capacity, starting from the end of 2017 ~2018, due to optimistic long-term development trend, light lei 2018 again into the NT 400 million Yuan expansion 20%, will provide wear equipment to detect heartbeat, blood oxygen and other functions, from the June after a small shipment , the 3rd quarter of official volume. Light Lei said, sensing component revenue in the 1th quarter has reached 48%, light-emitting components (including infrared LED, four-yuan led, Blue led) accounted for about more than 30%, LED display Kanban, etc. belong to the nature of the project, so take orders to produce, with the new sensor components to join production capacity, The second half of the sensing element will be expected to be more than 50% revenue. Due to the expansion planning is based on customer requirements, light Lei said that the new production capacity will be expected to be fast full load, the future will be further expanded investment, in accordance with market demand and future development considerations, but the target positioning of light lei will be transformed into a sensor-sensing components of the important suppliers. With the crystal power in the past will be sensing component capacity sold to Ding Yuan, now the Taiwan Department of Light Lei, Ding Yuan for the 2 major suppliers. Ding Yuan said that the 2018-year semi-sensing component capacity continued full load and lead to demand, at present, 5-inch factory production capacity of about 60,000, and the new 6-inch plant will be completed in June acceptance of the project, July import equipment, the fastest from September to produce volume, the expected initial increase of 30,000 production capacity, equivalent to about 50% expansion. Ding Yuan pointed out that, in terms of product mix, sensing components accounted for about 50%, light-emitting components of about 45%, optical communications received about 5% of the product. Among them, sensing components in addition to the supply of consumer electronic products such as wear equipment, but also used in electronic whiteboard, automation equipment, smart home appliances, etc., at the same time, in addition to infrared LED, the internal research and development team also began to develop vcsel related technology. As a result of the new 6-inch plant, the related products still need to pass customer verification operations, the fastest starting from the 4th quarter of 2018 to start a small shipment, the new capacity to contribute to the operation of the main time will fall in 2019.
