LED modules are driven by lithium batteries to promote the development of car screens

"LED Module Driven by Lithium Batteries to Promote the Development of Vehicle-mounted Screens" At present, due to the simple approval process of LED vehicle-mounted screens, many customers have purchased LED modules and installed them on the second side of the mini-truck box they purchased for advertising, thus giving birth to lithium batteries. Adapt to the new industry of using LED modules together. People in the industry know that LED modules need to be driven by DC 5V voltage. In many cases, LED car screens need to be connected to a generator. In the future, the car generator can also run the LED screen in a static state. China and India are emerging markets. As the government advocates energy-saving light sources and supports the control of industrial, medical and scientific sectors, these policies encourage LED module manufacturers to increase the production of LED modules.

LED module photocuring applications are currently mainly concentrated in the three major areas of wood, ink and UV glue, and there will be a large increase in the next few years. The performance growth point in 2017 focuses on the release of the second-phase production capacity of LED module chips and the improvement of power lithium battery production capacity. The company started to build the second-phase LED module chips in November 2016. If it goes into production smoothly, the monthly production capacity is expected to increase from the previous 200,000 pieces to 800,000 pieces. The introduction of a major downstream customer, Mulinsen, to strategically participate in the 26.88% stake in Huai'an Technology, an LED module chip company, will help the company absorb new chip production capacity smoothly. It is estimated that the annual production and sales of LED module chips will reach 7-8 million pieces In 2016, the annual output was only 2.05 million pieces. Metal logistics and distribution are developing well, LED module chip profits are rebounding from the bottom, and power lithium batteries are growing rapidly. The company's metal logistics and distribution business optimizes the customer structure, bringing about an increase in distribution gross profit. In 2016, the company's distribution business achieved a gross profit of 274 million yuan (+33.84% ).

In the second half of 2016, the LED module chip industry bottomed out and rebounded. The company’s LED module chip business achieved a performance of 46.78 million yuan in the second half of the year, which was also significantly better than the 16.82 million yuan in the first half of the year. However, the overall profitability of LED module chips was weaker than that of 2015 , the company's LED module chip business achieved an annual performance of 63.6 million yuan (-43.7%). In terms of power lithium batteries, the company has consolidated Jiangsu Luwei (a subsidiary of Tianpeng Power) since June. In 2016, Luwei achieved a net profit of 62.28 million yuan (+105%), contributing approximately 26.58 million yuan to the net profit of listed companies. In 2016, the deduction of non-performance performance fell by 2.98% year-on-year, and the first-quarter performance is expected to increase by 40%-70% year-on-year. The net profit after deduction of non-returning to the parent company was 166 million yuan (-2.98%).

Benefiting from the improvement of LED module chip profits in the second half of the year and Tianpeng Power's consolidated statement, the company's deduction of non-performance in the second half of 2016 increased by 20.1% year-on-year, and the performance in the first quarter of 2017 is expected to be 54.48 million yuan-66.15 million yuan (+40%-70 %). In terms of power lithium batteries, Tianpeng Power’s first-phase production capacity of 300,000 batteries per day is now at full capacity, and the second-phase production capacity of 1 million batteries per day is under construction. It is expected that the annual battery shipments will reach 2-2.5GWh . The production capacity of LED modules and lithium batteries is rapidly launched, and the buy rating is maintained. Benefiting from the rapid expansion of LED module chips and power lithium battery production capacity, the company's performance is expected to usher in a growth period again.

It is estimated that the EPS in 2017-2019 will be 0.41, 0.61 and 0.69 yuan per share, and maintain the buy rating. Recently, LED module curing solution provider Phoseon Technology (Phoseon Technology) released an upgraded FireLine·FL400 LED module curing solution, which increased the power of the light source by 25%, reaching 24W/cm2. The UV curing market is ushering in a new round of growth cycle.

On the one hand, LED module technology continues to mature, and on the other hand, the application market demand based on LED modules is forming a large scale. Designed for the most demanding printing, coating and adhesive curing applications, the FireLine FL400 is now even better. The solution is scalable to support custom length options and offers excellent optical uniformity for consistent, reliable curing in the most demanding industrial printing applications.

The FireLine FL400, part of the FireLine product family, is a water-cooled LED modular curing lamp for a wide range of applications in web-to-roll printing and conveyor (continuous) UV curing. The structural design of the FireLine allows a scalable system up to two meters in length. Joe Becker, Product Marketing Manager at Phoseon Technology, said, "Customers are constantly looking for higher performance solutions to increase productivity.

The more powerful FireLine FL400 offers customers a scalable IP54 compliant solution with increased performance for jobs requiring high UV output. "In recent years, LED module curing technology has received great attention from all over the world. In many application fields, LED module light sources are gradually used to replace traditional mercury lamp light sources. Taking the printing industry as an example, its demand for LED module curing equipment Increased, substantially improved flux density for LED module chips has enabled UV curing to occupy a large portion of the LED module technology market.

At the same time, the printing industry has developed into a major user of LED module curing equipment. LED module technology has achieved great success in the field of inkjet, which has promoted the application of LED module technology in the entire printing industry. Taking the optical fiber industry as an example, the microwave medium-pressure mercury-based VU lamp system has been the main method to promote the curing of optical fiber coatings in the past.

However, this system had some fundamental limitations; such as high power consumption, relatively short duration of use, and the use of mercury, a substance now considered environmentally harmful. Currently, 1 to 2 kWh of electrical energy is required to cure each kilometer of optical fiber coating. In this way, the annual global curing of optical fiber coatings consumes 400 million to 800 million kWh of electricity and produces 532 million to 1.064 billion pounds of carbon dioxide.

Statistically speaking, there are between $53 million and $106 million (10 cents = 1 kWh) paid to utilities worldwide each year. If you use LED module lights, you can save up to 80% of this cost. These lamps emit light energy at characteristic wavelengths based on the ratio of ultraviolet (25-30%), visible light (50-10%) and infrared (60-65%).

The vast majority of curing energy comes from long-wave ultraviolet (UVA) wavelengths. Also, these lights require a push-pull exhaust system to suck out all the heat generated by infrared radiation (IR). In 2016, Nichia has launched a series of new LED module products including the high-power LED module NVSU333A.

NVSU333A has wavelength ranges of 405nm, 385nm and 365nm, and its typical output power can reach 4640mW, 4640mW and 3640mW respectively. Operating currents of 3.55V, 3.75V and 3.85V can be used respectively, and the beam angle is 120°. In addition, Nichia released two other high-power LED module products for UV curing.

Although the UV market has a good prospect, the threshold is very high. Lianhe Huiye Technology also believes that the UV LED module not only has a high technical threshold, but also has special raw materials and special packaging technology, which is different from white light display and requires special scheme verification. As an LED module manufacturer, Lianhuiye Zhihui has continuously increased its supply of high-power, long-life and cost-effective LED modules in the deep ultraviolet range in recent years.

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