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Taigu is currently managed and physique adjusted by listed company Everlight. The company said that after the Yiguang team entered the management team, it has been fully loaded in five quarters in the past three years, and the operating losses have clearly converged. . Taigu said that the company's current production capacity is full, and the production capacity has been fully loaded since the Lunar New Year.
Since Jingdian holds about 20% of the shares in Taigu, and the lack of capacity of Jingdian has not been transferred to Taigu, it has turned to production capacity. In this regard, Taigu said that since the current production capacity is full, Difficult to deal with the OEM. At present, the order mainly sells two major customers, including Yiguang and Seoul Semiconductor, and the large customers account for 70% of the revenue. In addition to existing customers, Taigu actively cultivated the mainland packaging plant this year. The company said that the mainland LED packaging industry has clearly risen rapidly. This year, it will be sold to mainland customers, cut into the Chinese market, and diversify customer concentration risks. For cooperation with Jingdian's equity, Taigu said that there will be interoperability between companies, such as the sale of idle blue and green MOCVD machines to Jingdian.
Taiwan's Jingdian's share swap and the market are optimistic about Taigu's price
LED high-end chips have gaps in lighting demand. The industry estimates that the gap is about 2~30%. Due to the estimated demand from the lighting end, the estimated lighting shipments will grow at least 50%~100%. The chip factory estimates that the market conditions will maintain rapid growth next year. After the merger of Taiwan's Jingdian shares, the market is optimistic about the price of Taigu.