Billion light / crystal yuan / crystal power performance improved Taiwan LED return temperature

Taiwan LED experienced a bad season in 2015, and this year it has said that it will pick up this year.

Yiguang shareholders meeting said that LED operation will be better

Taiwan's LED packaging giant EverLight held its annual shareholder meeting on June 17. The annual report of Everlight pointed out that although the LED industry experienced a bad business in 2015, Yiguang's operation this year. Will turn better, open up a lot of LED applications that have not been done, including automotive LEDs, invisible LEDs, etc., the new kinetic energy of the market revenue growth, to make up for the slowdown in the LED backlight market.

Yiguang also said that the current efforts to develop new LED applications are in the market. Automotive LEDs and UV LEDs have been officially put into production. The future opportunities will bear fruit. Invisible LEDs and IR LEDs are also related to VR business opportunities and Internet of Things. Taking off. In terms of UV LED, it seizes business opportunities in the water purification and curing market.

In the LED backlight market, Yiguang still has many brands of LCD TV customers, including Japanese and Korean manufacturers, while the demand in the consumer market is slowing down. The LED backlight application is partially robbed by the OLED panel technology, but the overall shipment The amount is still quite a lot. As for LED lighting, the overall global demand is still growing. With the penetration rate of LED lighting in 2010, 50%, Yiguang is still quite confident in the global market expansion of LED lighting products.

Crystal LED chip price rise rational return

Last month, Jingyuan Optoelectronics released a price adjustment letter in the mainland's only official distributor, Jingyuan Baochen Optoelectronics (Shenzhen) Co., Ltd. The contents of the letter show that due to the recent increase in various raw materials and labor costs, the current cost accounting price has been exceeded, and it is planned to gradually increase the price of some series of wafers currently on sale.

Lin Jili, executive general manager of Mulinsen, said that from the market point of view, with the display screen and small-pitch market, the LED chips are currently shipping tightly, which has driven the price increase of the LED chip market. Due to the oversupply in the market in 2015, the price of LED chips fell sharply. As market adjustments and destocking pressures eased, the market gradually returned to a state of balance between supply and demand. The current price adjustment of some manufacturers, only the price of LED chips returned to the market at a reasonable price, is acceptable for packaging manufacturers. This will also help the market develop healthily and orderly, and the industry should treat it rationally.

The loss of Jingdian Q1 is benefiting from the increased demand for LED display

Taiwan LED Epistars Epistar announced its 2016 Q1 earnings report. The company's Q1 consolidated revenue reached NT$6.057 billion, of which the loss of the industry reached NT$1,437 million, a decrease from Q4 in 2015.

In Q1's financial report, Jingdian said that in 2016, the demand for outdoor and indoor small-pitch LED displays (LED advertising billboards, LED displays) increased, and the company's quaternary LED orders outperformed Blu-ray LEDs. The ternary LED production line of Jingdian is already fully loaded, and the blue LED production line is about 80%. Jingdian has also adjusted its product portfolio to focus on products with higher gross profit and higher unit prices, which have improved overall operating conditions.

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