The fight of niche products, crystal August will display the full range of Mini / Micro LED products

Taiwan LED chip maker crystal electric blue LED from positive price hit four yuan LED, the main profit proportion of revenues increased to 40% for the first time, the new factory 6 "to spend billions of dollars to NT will be in the second half year trial, officially entered the production stage, the main products to lock VCSEL and gallium nitride power components, is expected to dilute the traditional blue The proportion of LED.

Yesterday (25 days) crystal electric power for the first time to participate in the lighting show, display element Gan process, crystal electric will display the full range of Mini LED, Micro LED Touch Taiwan products in August, related products have a very clear Road Map, especially Mini LED in addition to the small space, mobile phone display screen maximum and minimum size, In size, such as plates, NB and monitor anchaoxiongyong, apple, Samsung and other brands have already entered the design phase, expected to replace OLED with Mini LED.

The mobile phone Mini LED crystal electric is expected to begin shipping in the third quarter, part of the plan in size since the fourth quarter began shipping.

This year, China blue LED chip production capacity continues to open, according to estimates, production capacity will reach 1 times out of range, the blue LED price under pressure, but EPISTAR pointed out that the current price decline is OK, pick a single crystal electric active production, do not need to lose money, but a new capacity price expectations, leading to guest Single households hold wait-and-see atmosphere.

EPISTAR said, Taiwan China manufacturers of traditional blue LED price resistance is not good, only to actively expand other product lines, crystal electric over the past few years doing a lot of things ", four yuan LED up to 40% of revenue, is the main source of profit, adding UV LED, the long wavelength, red LED is VCSEL.

The new 6 inch crystal electric factory to spend billions of dollars to NT will be mass production in the second half of the year into the monthly capacity planning of 5000~6000 pieces, in addition to the original design of VCSEL products, will also import Gan power components, the use of MOCVD production of Gan power devices, compared with TSMC, the world's advanced wafer factory conversion efficiency is higher, more Suitable for high frequency environment, so the future of 5G is expected to import its application at present, even CREE is put into production.

Crystal power in the past four yuan LED as the main source of profit, revenue has increased to 40%, the traditional blue LED will be at Mini LED and other products and land owned plant transformation, make market segment.

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