Guangfu’s May revenue reached NT$101 million, rewriting a record high. Glory estimates that June revenues may be between 0.95 and 100 million, and in July there will be a chance to strengthen again. Guanghao pointed out that the current order visibility is only 5 weeks, and customer demand is good. However, the orders in July have not yet been fully clear, and the revenue trend remains to be seen.
The LED cooling substrate has become the focus of this year's active layout. At present, the monthly production capacity of LED substrates is 120,000, which is doubled compared with 50,000 in the same period last year. Although the monthly shipments are only 20,000 to 30,000, and the main customers are solar power plants, Guanghao said that LED substrates have been adopted by many Taiwanese high-power LED packaging factories. If LED lighting demand expands in the second half of this year, the company A single month of shipments will have the opportunity to grow.
In addition, the company published its 8-inch aluminum nitride substrate in the LED lighting exhibition last week. Since the large-size substrate can reduce the packaging cost by more than 20%, the optical enamel is also quite optimistic about the future kinetic energy of this product.
According to Guangxun, the 8-inch product is in cooperation with the TSMC Group's investment company. Since the LED heat-dissipating substrates shipped by the company are mostly 2 inches and 4 inches, they are square. However, due to the need to reduce costs, the addition of round, 8-inch aluminum nitride substrate products can not only increase the efficiency of packaging, but also reduce the cost by more than 20%. If the customer officially adopts it in the future, it will be expected to be the company's revenue. Bring a significant contribution.
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