Optical LED cooling substrate shipments increase, May revenue is expected to break

Passive component thin-film resistors manufacturers reported a revenue of NT$96.79 million in April, the third-highest record in history. Guanghao said that in May, the revenue will have the opportunity to challenge the NT$100 million mark and rewrite the new record.

The kinetic energy of this year's revenue growth comes from LED heat-dissipating substrates and thin-film high-frequency inductor products. The LED heat-dissipating substrate is mainly from the large orders of solar power plants received last year, and is still stable. In addition, the kinetic energy from LED lighting demand is strong. The current monthly production capacity of LED substrates is 120,000 pieces, which is doubled compared with 50,000 pieces in the same period of last year, and the monthly shipments are only 20,000 to 30,000 pieces. The company said that if the demand for LED lighting expands in the second half of this year, the monthly shipments can reach 70,000, and the company will launch a new wave of expansion.

According to the statistics of the company, this year, the company's LED heat sink substrate and high-frequency inductor shipments have increased significantly, the operating proportion has changed significantly, LED heat sink substrate increased from 15% to 17%. Guanghao expects EPS to rebound to NT$2 this year, which is better than last year's 1.33 yuan.

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