It is understood that Yiguang is currently the largest supplier of non-Ping mobile phone flash, mainly supplying mobile phones in mainland China. In October, Everlight's revenue was 2.741 billion yuan (NTT, the same below), with a monthly growth of nearly 21%, up 17.4% over the same period last year. Director of Everlight said that in August, including backlights, lighting, LED flashlights and vehicles, all of them showed an overall rise. It is estimated that Apple's iPhone7/7 Plus products will be equipped with four-in-one LED flashlights in the third quarter, which is expected to drive other smart phones. Brand manufacturers follow this specification, and Yiguang is expected to be the biggest beneficiary, and is supplied by Jingdian and the new century. It is understood that Yiguang is currently the largest supplier of non-Ping mobile phone flash, mainly supplying mobile phones in mainland China. In October, Everlight's revenue was 2.741 billion yuan (NTT, the same below), with a monthly growth of nearly 21%, up 17.4% over the same period last year. Director of Everlight said that in August, including backlights, lighting, LED flashlights and vehicles, all showed an overall rise, and the third season is expected to be better than the second quarter. Since Apple introduced dual-color LED flashlights in 2013, high-end mobile phones with two LEDs of different color temperatures have become the market consensus. Apple's iPhone7 series released last week once again launched a flash module with four LEDs, which will add new growth momentum to the LED market. According to analysis, LED manufacturers that can enter the LED flash supply chain are relatively limited. In particular, Apple's previous LED flash supplier has been dominated by the American manufacturer Lumileds. This year, in order to meet the new specifications, it also introduced Japanese LED suppliers. However, with the introduction of CSP LED chips by LED chip manufacturers in Taiwan, such as Jingdian and the new century, Taiwanese LED packaging manufacturers such as Yiguang and Guangbao are also able to compete with international LEDs in the supply chain of smart phones. The factory competed. Especially among mobile phone brand manufacturers in mainland China, LED manufacturers in Taiwan have a higher market share. Once a large number of other smart phone brand manufacturers follow up, it will also drive the demand for the LED flash market and the unit price of LED modules. Zhang Shixian, deputy general manager of Jingyuan Optoelectronics, said that the new Apple mobile phone has four flashlights, which are chip-level package (CSP) technology, which emphasizes that it can be further illuminated. In the past, Apple's specifications will attract non-Apple mobile phones to follow up. New opportunities will be added to the LED factory.
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