New application of infrared LED increases the LED factory to accelerate the layout

Infrared LED new applications increased, business opportunities look pretty, Taiwan Jingdian, Dingyuan, Hongqi, Qihong and other LED factories to increase the development and layout of the infrared LED die market. The legal person is optimistic, the infrared business opportunity has the opportunity to let the Taiwan LED factory out of the operating valley of the past few years this year.

According to relevant data, the global infrared LED market size (excluding the optical sensing component market) is estimated to be approximately $439 million in 2017, and is estimated to reach $505 million in 2018. It is estimated to continue to grow to $697 million by 2021. Security monitoring, iris and face recognition, infrared touch panels, etc.

Infrared LED components are becoming more and more thin, and the application of infrared LED components on mobile phones has also increased, including proximity sensors, iris recognition, face recognition, etc., such as Jingdian, Dingyuan, Guanglei, Hongqi and Qihong. Relevant layouts are expected to benefit from relevant business opportunities.

Jingdian stressed that the early establishment of the company was mainly based on the development of infrared. At present, there are still advantages in the field, including control of product wavelength, light shape, etc., coupled with cost, yield control, crystal mastering technology and long-term experience. After that, the yield and cost control are the strengths of the crystal.

Ding Yuan stressed that the company will lock in the infrared sensing market in the future. In 2017, Dingyuan's infrared LED sensing related products were driven by strong market demand, and the shipment performance grew. Due to the relative lighting market, the sensing market is widely used and the product gross margin is relatively good.

Dingyuan's gross profit margin in the first three quarters of 2017 increased to 23.58%, which was the best in the same period in the past ten years. In 2018, the new plant in Zhunan, Taiwan Province will continue to expand the layout of infrared sensing products, which will be an important growth kinetic energy for the company in the future.

Hongqi is optimistic about the infrared LED market. It has planned to establish a subsidiary in Guangzhou and Luzi, mainly to produce infrared-related products. Among them, Hongqi will hold 75% of the shares, and it is expected to be officially put into production before the end of 2018.