Ennostar held a briefing on the 22nd, and Chief Financial Officer Zhang Boyi said that the company will continue to lay out Micro LED, and will currently sort out the situation of the Taiwan factory, and continue to evaluate whether to build a new Micro LED factory, and there will be an answer in the first or second quarter of next year.
Zhang Boyi pointed out that the production capacity of Mini LED will be transferred to TVs and cars, and TVs will be stained with many themes. The Mini LED factory has been reorganized to make more space for Micro LED capacity equipment, which is more like promoting the company's capital expenditure and use efficiency.
In view of the progress of Micro LED, Zhang Boyi expects that the explosion of demand for Micro LED will take a few years, and the first phase of the production capacity built in cooperation with Chitron is expected to reach 6,000 setsThe second phase will be ready by the end of 2025 and will be built by Ennostar itselfIn the third stage, in response to the annual market demand, if the micro LED production capacity needs to be expanded, the company will carefully evaluate whether it needs to build a new factory.
Zhang Boyi said that the company's capital expenditure was revised down from 6 billion to 35-4 billion, and the micro LED part remained unchanged. As for other product expectations, the company continues to be optimistic about the application of automotive lighting and related LED components, and the traditional backlight part will be observed to see whether the Olympic Games and the introduction of AI PC can drive the demand to rebound.
First picture**: Science and Technology News).