Yiguang Chairman Ye Haofu confirmed that Yiguang's infrared has entered consumer products, including face recognition and smart speakers.
After the adjustment of last year, this year, under the growth momentum of infrared, miniLED, and consumer products and displays, Ye Haofu is optimistic about this year’s outlook, this year’s revenue and profit is expected to return to the level of 2016, according to Public information observatory, Everlight's EPS in 2016 was 4.13 yuan (NT).
Recently, TV commercials will see billion-light LED bulbs, but Ye Weifu stressed that this is just "the New Year is coming, reminding everyone to change the lights", but for this kind of lighting products with low gross profit margin, the proportion of revenue in Yiguang Has fallen below 10%.
As for the rise of the Everlight business, it is infrared. Ye Yufu said that because Yiguang specializes in infrared rays, the proportion of infrared rays in the billions of light has reached 25%, and this year can still have a double-digit growth.
In fact, the LED factory that entered the face recognition is not only a billion-light family. Previously, the director of Ronda also said that there are two processes for 3D sensing. One is to use infrared LED, the other is VCSEL, and the VCSEL is better than LED. More accurate, so there are strategic partners to negotiate, Ronda has cooperated with CMOS modules and customers to develop, LED face and iris identification has begun to ship, VCSEL is the focus of development next year. Ye Haofu said that Yiguang's infrared LED has been shipped to the face recognition of the mobile phone factory, but the laser VCSEL has not yet begun.
As for the outside world, the LEDs of Yiguang are also entering the supply chain of smart speakers. Ye Weif said that when smart speakers interact with humans, there will be lights, which are LEDs. As for Yiguang, it is to enter GOOGLE, AMAZON or APPLE. Supply chain, or more than one, Ye Haofu responded with "Tianji".
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