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The LED lead frame has gradually evolved from the past PPA (thermoplastic) to EMC (thermosetting epoxy resin). EMC has the advantages of high temperature resistance and yellowing resistance, and is suitable for developing medium power products. The legal person said that EMC belongs to new materials and technologies. It is not yet mature, and the price of the EMC lead frame is 1.5 times that of the PPA. Therefore, the LED package factory has not significantly increased the proportion of the introduction under the cost consideration.
The industry is still optimistic that EMC will become the mainstream of the future, and many operators have actively developed independent technology to invest in relevant production capacity. Huang Jia, chairman of Changhua, once pointed out that last year and this year it is expected to invest NT$1 billion (the same below) to expand the EMC lead frame. It is hoped that the monthly production capacity will increase from 300,000 pieces/piece to 2 million before the end of this year. The size of the strip/piece.
It is reported that Changhua's actual expansion schedule depends on the customer's import speed and market development. The current utilization rate is still only 30% lower. The legal person estimates that Changhua's first quarter will be affected by the off-season. The revenue will be reduced by 5~8% in the quarter, the gross profit margin will be about 10%, the net profit after tax will be 130 million yuan, and the net profit after tax will be 1.7 yuan.
In addition, Shunde plans to increase the production capacity of LED lead frames this year, which is expected to be doubled, mainly to develop EMC lead frame products. At present, LED lead frames account for more than 10% of Shunde's revenue. 
LED lead frame shipments slowed down Taiwan factory director Hua Shunde busy expansion this year
LED industry prospects are promising, but the LED lead frame factory's recent shipment performance is not as expected. Changhua, which focuses on EMC lead frame, is slowing down due to customer introduction speed. At present, the utilization rate is still low. Shunde and Lee said that the demand is mainly due to the cooling of demand. Customers adjust inventory impact, long-term demand is still optimistic.