Crystal electricity: if the product mix to better, Q3 gross margin has an opportunity to be higher than Q2

Taiwan LED leading the upstream epitaxial crystal power plant (2448) in the LED industry conference chairman Li Bingjie the day before, have the trend of LED on laptops, monitors, lighting, although TOYOTA synthesis (Toyoda Gosei), Nichia (Nichia) is a notebook computer LED backlight two major suppliers, but due to patent issues that will enter the crystal electric OEM notebook type computer supply chain.

Li Bingjie pointed out that the international notebook computer manufacturers began using LED straight down (top view) backlight, estimated this year there are 10 million ~1500 million LED NB business opportunities. As a result of the patent issue, crystal power in a small way to OEM shipments NB backlight products, and has begun to design new products next year, LED NB, the brightness of at least 2100mcd.

Li Bingjie pointed out that the patent is a territorial doctrine, sold to Japan, the United States and other places of notebook computers, basically using Japanese manufacturers LED. Crystal electricity is to help Japanese manufacturers OEM, indirect into the NB market. And sold to Taiwan or mainland China and other places, then have the opportunity to enter their own brand crystal power. It is understood that ASUS Eee PC backlight is the use of crystal LED products. In addition, there are companies trying to use LED as a monitor backlight, manufacturing costs and the use of CCFL (cold cathode lamp) cost difference of $5, the terminal market price is $20.

Li Bingjie pointed out that the monitor consumption is 5 times that of NB, because there are a lot of buyers from the monitor business users, if business owners are interested in using the LED monitor, to achieve the purpose of saving energy, LED in the monitor market will also be a major application. Monitor global demand is 2 times that of notebook computers, the market is not small. Li Bingjie optimistic about the long-term growth of LED, but the short-term outlook remains conservative. Li Bingjie pointed out that the second quarter of the market back to the temperature than the estimated slow, especially in the mobile phone side view side light market demand is not as good as expected, the market is still in the Christmas lights, small size high power LED and other products demand.

Legal person expects, crystal electricity May orders more than 1 billion 100 million yuan, but the limited product portfolio is poor, Q2 gross margin will be slightly better than Q1. As Q3 into the flourishing quarter, Li Bingjie believes that if the product mix to better, Q3 gross profit margin has the opportunity to better than Q2.

Source: LEDinside