TV, Wangjing: backlight demand free Blu ray LED 3 into the gap between supply and demand

EPISTAR general manager Zhou Mingjun yesterday (12) said that due to the TV backlight, demand is exuberant, the blue LED gap between supply and demand of more than 3, although do not rule out the possibility of a single excess (Overbooking), but the crystal electric 4 ~ May performance should be good. This year the industry variable is Lu Sanan optoelectronics owned factory continued to expand production, estimated August capacity is big, whether to restart the pressure on the price of LED, remains to be seen.

Taiwan International Lighting Fair 2017 yesterday on the first half of the market debut, Zhou Mingjun sent the good news, with TV backlight and LED lighting up the goods season, demand driven, crystal March revenue has been reflected, 4 ~ May should not be too bad, because the gap between supply and demand to expand to 3, reaching the blue LED price check stable crystal power chips can choose single, and have product specific reflect price.

Zhou Mingjun pointed out that the current inventory level is not high, although not ruled out because of the lack of lead to the possibility of Overbooking, but the reason is still relatively large demand for improvement.

However, Zhou Mingjun is also warning, LED, factory production capacity continues to open, Saman, Huacan, Australia Shunchang synchronous expansion, the procurement of equipment, is expected after 3 ~ 4 months yield adjustment period, August will gradually release new capacity, due to capacity out of time has gradually entered the season end, then it is possible to blue LED price formation pressure.

Zhou Mingjun of four yuan LED application is relatively optimistic, refers to four yuan LED patent and environmental issues (phosphorus and arsenic), relatively depressed manufacturers expand production operations, land owned factory mainly in small spacing display red LED expansion, which belongs to the relatively low order market, overall, four yuan is not easy to face off to LED in the case of excess. Red LED, IR and VSCEL are included in the production of four yuan machine, crystal power has the ability to modify the equipment to meet the market take-off point.

Crystal electric current four yuan LED revenue ratio of 25 to 30% vehicles, plus IR LED accounted for 10 to 20%, while the application continues to grow, but in the high-end car market this a long time certification four yuan, if exceeded 30% of the iron area at the car whether the products continue to move up.

The blue part of the lighting although prices continued to fall, but the backlight and lighting demand is still large, crystal electric can not give up, in the long term, it transferred to the application of crystal dispersion capacity of non LED, including VCSEL, CSP applications, CSP is mainly used in the past mobile phone backlight and flash lamp, TV recently began to adopt, South Korea mainland manufacturers have adopted, in accordance with the market expansion capacity CSP power crystal.

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