Billion light: good small spacing screen needs outbreak, the second half of the blue LED prices slowed down

Taiwan LED packaging factory Everlight leading 16 held a shareholders meeting, chairman Ye Yinfu said, continued investment in LED industry, fierce competition, billion light will continue out of low margin orders, this year will be the first time beyond the proportion of blue LED lighting, backlighting and other blue light LED applications, and in the small distance display needs outbreak under the second half of the year, prices are expected to slow down the blue LED.

Chairman Ye Yinfu after the short interview, yeyin Fu pointed out that the first half of this year the economy and almost the same period last year, in the second half of the season under the effect of operation will be better than the first half of the year, estimated the annual proportion of operations will be presented in 45 than in 55, the main growth momentum from the invisible light, lighting, backlighting, consumer products and automotive products, especially UV the LED market has been the growth of.

As for the LED chip price, Ye Yinfu believes that the blue LED prices have only steady, the second half of the year even if there is land owned factory opened a new capacity, but because of the new market demand, especially demand for small spacing display is very large, LED lighting also tend to spread, LED will become a more healthy industry, forecast the peak will fall in the third quarter of this year, and this year's decline will tend to ease.

The second half of the market concerned about the blue LED prices, even if the land owned factory is optimistic about the mainland future 2 ~ 3 years in Taiwan area of the China boom, but the industry generally tend to be conservative, light blue LED billion purchase coffee, chairman Ye Yinfu named optimistic about the small pitch screen needs outbreak, as the consumption of blue LED capacity to angle.

Billion light good small pitch screen, Ye Yinfu refers to the small spacing (FinePitch) is Kanban LED package volume shrinking trend emerging applications under the small spacing in all kinds of display last year accounted for about 32% of LED consumption from 60 thousand per square meter, jumped to 1 million last year, the same area, amount of effort at more than 16 times.

Ye Yinfu believes that small spacing Kanban needs outbreak, even if the new capacity is expected in the second half, the LED plant will also be open, because the new demand and offset, prices fell again the chance.

In addition, the first batch of mainland Chinese LED factory has more than 8 concussion appearance, industrial order slightly stable but also conducive to support the price of LED.

From the beginning of last year, killing over blue LED specifications have been started by the first half of this year, because the exchange rate, material costs and other factors, the chip factory continues upward to reflect the price of the second quarter, the market is not blue, EPISTAR also continued to show full of pomp, but compared to the land owned factory called out the next 2 ~ 3 years economy more prosperous Taiwan LED technique, instead focusing on plant transformation, at present, China light chip factory Hong; packaging factory Everlight, Baihong are higher than non blue blue light industry application.

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