MiniLED and other development is booming, and fucai, Yiguang and other operations this year are expected to be better than last year

LED industry after a long period of transformation, 2021 has successively shown the transformation benefits, in 2022 LED industry in the sensing components, automotive and MiniLED and other kinetic energy blooming, some manufacturers with depreciation pressure to reduce, 2022 operation will be better than 2021.

Manufacturers with MiniLED as the main axis of transformation, under the competition of brand manufacturers to introduce MiniLED backlight, in addition to the flat panel, according to TrendForce estimates, MiniLED products with high contrast and high brightness and other advantages are menacing.

Therefore, several liquid crystal monitor (Monitor) brand manufacturers are also in high-end products to launch MiniLED backlit LCD monitors, 2021 MiniLED backlight LCD monitor prices fell between 2,300-5,000 US dollars, to 31.5-inch MiniLED backlight models as an example, the price is about four to eight times the traditional same size LED backlight specifications, still belongs to the top of the pyramid products.

Fucai profits grow steadily in 2022

Fucai's revenue in December 2021 was NT$3.333 billion, and although the cumulative fourth quarter revenue of Fucai in 2021 fell below 10 billion, it was only a quarterly decrease of 4.6%, which was the second highest revenue report card in the single quarter of 2021, and at the end of last year, Fucai increased production by 20% in MiniLED production capacity, and the new capacity effect plus plant lighting and vehicle demand remained strong last quarter, supporting Fucai's fourth quarter revenue.

Fucai will continue to expand production for MiniLED this year, the cumulative expansion range is 50%, driven by new production capacity, Fucai's earnings per share this year is expected to easily break through NT$3.

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Yiguang took advantage of the meta-universe business opportunity

Yiguang because the market is optimistic about AR, VR and other metaverse-related applications, received many cases from the client, 2022 is expected to contribute to performance, although in the test water temperature stage, however, E-light is optimistic about the meta-universe business opportunities, especially infrared plus sensors, can create a more delicate visual environment, AR and VR applications will tend to be diversified.

Yiguang in the meta-universe of new cases are many, mainly classified in invisible products, the current invisible light revenue accounted for more than 30%, Yiguang's delivery mode to the components, mainly infrared plus sensors, applied to wearable devices; E-light 2021 operation has been a new high for several years, 2022 demand remains strong, revenue is expected to double-digit growth.

Hongkai automotive products have been successful

Hongkai was transferred to the listing on January 19. The company's 2021 first three quarters of the surplus of NT$3.65 per share, has been more than last year's profit, the company towards the LED photoelectric integration components and photoelectric sensing components of the semiconductor packaging and testing field development, not the traditional LED packaging plant, optimistic about the 2022 automotive and glass screen camp sports energy; the legal person is optimistic, Hongkai automotive products have been successful, has passed a number of Tier 1 car factory certification, 2022 revenue has the opportunity to grow 10 to 20%, challenge for four consecutive years to the top.

LED industry since the mid-1990s land-owned factories cut in, profits have deteriorated, Hongkai Optoelectronics due to transformation, focus on niche products, combined with LED packaging and IC, to provide customer solutions of integrated services for the operation of the orientation, the first three quarters of the average gross profit margin exceeded 4 words, sitting firmly in the LED supply chain gross profit throne, can be called the strongest LED recruits in the past decade. (Source: Business Times)

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