LED companies in 2021 mostly paid out better than in previous years. Looking forward to 2022, the demand for MiniLED, quaternary LED and invisible light products driven by multiple applications is still strong, and manufacturers who are expected to lead in product technology and have better customer structures still have performance.
Fucai is undoubtedly the leading manufacturer of MiniLED technology in Taiwan, and is currently in a leading position in terms of technology, patents, production capacity, yield, product portfolio and customer portfolio.
Although surrounded by great powers, not only Osram has also entered the Apple supply chain, Nichia Chemical has also actively improved the supply capacity of MiniLED, in addition, Sanan may become Apple's third MiniLED supplier, but the foundation of Fucai in the field of MiniLED, and even the advanced subordinates of the follow-up Micro LED technology, still have a certain competitiveness.
Fucai's revenue exceeded 36 billion yuan (NT$, the same below) last year, compared with about 24 billion yuan before the company's merger, and last year's performance increased by about 50%. The annual earnings per share looked at 3 yuan, which exceeded the previous performance of the previous two companies (Jingyuan Optoelectronics and Longda Electronics).
The main momentum of rich harvest comes from the take-off of MiniLED applications and the heating of demand for red light/quad products, and it is expected that the expansion trend of the application of the two major product lines will not change this year, and the overall revenue may still have more than 20% growth.
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With the growth of MiniLED demand and the active expansion of MiniLED production capacity by led manufacturers, WHIT, a supplier of LED spot testing/sorting equipment on both sides of the strait, has also benefited significantly from this wave of trends. Following the strong growth of revenue last year and the earnings per share of 13 yuan, it is estimated that there will be a 20%-30% increase this year.
In addition to LED spot testing/sorting equipment and MiniLED-related process foundry, Whitt has also accelerated its efforts to invest in Micro LED giant transfer process technology, and expanded the development of other businesses such as laser processing and semiconductor equipment. At present, the company is planning a new plant, with the goal of completing it in 2 years before starting another wave of energy.
LED packaging manufacturers Yiguang, Optical Treasure last year in infrared, optocoupler, invisible and visible light, and MiniLED-related packaging components / modules and other major product demand pushed up, revenue profits have also been bright level.
Among them, Yiguang's earnings per share last year looked at nearly 5 yuan, at least the best profit performance in the past 7 years. Guangbaoke's earnings per share are 6 yuan (the optoelectronic products division accounts for about 20% of revenue), and there is an opportunity to challenge new highs. (Source: MoneyDJ)
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