LED traditional off-season comes to Xinxin diamond to treat Q4 performance conservatively
Xinjing Drill Q3 revenue of 421 million yuan (NTD, the same below), the quarter growth of about 4%, but September revenue of 133 million yuan, has fallen from the previous month's 150 million yuan, Xin Jing drill estimated Q4 single month The revenue is about 100 million yuan.
At present, Xinjing Diamond is still expanding its production, but the main expansion part is on the sapphire substrate. Currently, it is not intended to expand the high-brightness sapphire substrate PSS, mainly because the PSS OEM capacity is sufficient. And the capital investment of expanding PSS is relatively high. With the current rapid changes in market conditions, Xinjing Diamond intends to wait and see the market development trend.
According to the plan of Yixin Diamond, the company's monthly capacity of 2 inch sapphire substrate can reach 600,000 pieces at the end of the year. PSS products will maintain the current production capacity and maintain cooperative relationship with the foundry.
The LED market is still mainly to look at the application of the two major markets of backlighting and lighting. At present, the penetration rate of the two major markets has been increasing upward. Among them, the lighting market is faster; on the other hand, overseas manufacturers have recently introduced sapphire materials for consumer products, such as mobile devices (mobile phone screen applications), which are different from sapphire substrate products. At present, the cost is still high, and it is still necessary to observe the development of the market.
Industrial Energy Storage System
The main function of the Industrial Energy Storage System is to store energy in the industrial field to meet the energy demand in the industrial production process. It is an energy storage solution for improving energy efficiency and power supply stability in industrial production systems.
Main effect:
Energy peak shaving: Industrial energy storage systems can store energy and release energy at the peak of energy demand to meet the high energy consumption demand in the industrial production process. This helps to achieve a balanced deployment of energy and avoid energy waste or power outages caused by imbalances in energy supply and demand.
Reserve power supply: When the power supply of the power grid is unstable or there is a power outage, the industrial energy storage system can be used as a backup power supply to continue to supply the power required by industrial equipment and ensure the continuous operation of industrial production.
Energy saving and emission reduction: Through rational use of energy storage, industrial energy storage systems can optimize energy consumption and reduce energy waste, thereby achieving the goal of energy saving and emission reduction, and reducing the impact of industrial production on the environment.
Differences from other energy storage systems:
Scale and capacity: Industrial energy storage systems usually have large scale and energy storage capacity to meet the high energy demand in industrial production. Home energy storage systems, on the other hand, are usually smaller and are mainly used in home photovoltaic power generation systems.
Application scenarios: Industrial energy storage systems are mainly used in the industrial field to meet the energy demand in the industrial production process. The Home Energy Storage System is used in the home photovoltaic power generation system to improve the energy self-sufficiency of the home.
Control and management: Due to the large scale of industrial energy storage systems, their control and management require more complex and precise technical means to achieve efficient energy utilization and stable supply. Home energy storage systems are usually relatively simple and easier to automate and manage.
Generally speaking, the main function of industrial energy storage systems is to meet the energy demand in the process of industrial production, realize the balanced deployment of energy, and the stability of the power supply. Compared with home energy storage systems, it is different in terms of scale, capacity, application scenarios, and technical complexity. The application of industrial energy storage systems helps to improve the energy utilization efficiency of industrial production, optimize energy management, and promote sustainable development and green production.
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