Jucan Optoelectronics said at a results briefing its red/yellow LED business
ramped to scale in 1H 2026, generating RMB78.17m in revenue, up 1,764.96% YoY
and accounting for about 10% of main business revenue. The project’s planned
capacity is 200,000 units; as of end-June the first phase (100,000 units/month)
was at full production and the second phase (100,000 units/month) has begun
ramping, with full-load expected in Q3. The company said execution is on plan
and H2 volumes are expected to increase further.