LED industry launches high growth engine in March

The LED industry has started a high-growth engine in March. The upstream epitaxial wafer plant, Jingdian, Yuyuan, New Century, and Taigu have a chance to achieve a new high in March revenue. The downstream packaging plant will also grow significantly in March. Bei, Li Yi is also expected to hit a new high, LED is already the most visible group in the technology industry.

The first season of the past was the off-season of LEDs, but this year, LEDs began to be widely used on LCDTVs, making the LED population more promising and more visible than other electronics.

In the new century, the monthly revenue of Photovoltaic Yuan has reached a new high. It is understood that Dongbei Optoelectronics has determined that the revenue in March will exceed 500 million yuan, creating a new monthly high; the upstream epitaxial plant includes Jingdian, Yuyuan, New Century, Taigu In March, the revenue has a chance to hit a new high. Li Yi also said that he has the opportunity to make a new high, so he attracted legal persons to resell to buy. The stocks rose relatively strongly last week, playing a leading position in Taiwan.

LEDs will have such a dazzling performance this year. Mainly due to the large number of LEDs used in LCD TV backlights this year, and the display has begun to replace the traditional CCFL with LEDs, and LED lighting is activated, even if the LED upstream epitaxial factory is desperate to purchase the machine. Taiwan, still unable to cope with customer needs.

Li Bingjie, chairman of Jingyuan Optoelectronics, said that from the perspective of the growth momentum of the LED industry, the mid-term is based on the backlight of LEDTV. For a long time from 10 to 20 years, LED solid-state lighting is more eye-catching. He estimates that in terms of quantity or amount, semiconductor lighting is 5 to 10 times that of backlights, and will become the main driving force for the future growth of Jingdian.

At the beginning of the year, the penetration rate of LEDTV was only 5%. Before the end of the year, the penetration rate of LEDs in LCDTV should be at least 35%. The annual penetration rate will reach the market target of 15% to 20%. If the penetration rate has reached 35% at the end of the year, the LEDTV penetration rate will reach at least 40% next year, and it is more likely to see 50% at the end of next year. The LED chips will not be oversupply until next year.

Wu Qinghui, Chairman of Dongbei Optoelectronics Co., Ltd. said that the new customers of LEDTV have started to ship in large quantities since March. Dongbei’s orders in March have exceeded 600 million yuan, and the revenue is expected to exceed 500 million yuan, creating a new monthly high, and the future is east. Bay's revenue will go up month by month.

Liu Bangyan, general manager and spokesperson of Yiguang Production Division, pointed out that the order status of Yiguang is quite good this year. The backlight of large-size panel will be shipped from the first quarter. The new Wujiang plant in Yiguang will be completed by the end of April. The monthly production capacity will increase four times from the original 100 million to 500 million. In the future, it will serve as the backlight for NB, monitors and LEDTV. This year's performance will grow significantly.

Tong Yixing, chairman of the LED packaging factory, said that Lixin has obtained certification from the Korean and mainland LEDTV supply chains. This year, it will officially cut into the market of large-size backlights. It is estimated that the revenue of backlights will exceed 800 million yuan. Last year, it has grown more than four times. Under the growth momentum of LED backlights, LED lighting, and solar modules, it is estimated that this year's revenue will challenge 2 billion yuan.

The latest estimate of the legal person is that the net profit after tax this year is 265 million yuan, a substantial increase of 683.81% over last year. If the capital stock after the capital increase is 1.25 billion yuan, the net profit after tax is 2.12 yuan. For this figure, Tong Yixing said: "There is a chance to achieve."

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