Taiwan LED integration wave after another announced the merger crystalmedia Dingyuan

China's Taiwan LED industry recently launched LED transformation, industry alliance integration trend, following the day before Taiwan Taigu crystal electric chip leading position to participate in private placement, the veteran Dingyuan will be in March next year with crystal, Taiwan has become the third largest LED manufacturers, by the success of the layout of the upstream epitaxial crystal in the middle cut, chairman Fu Peiwen said on the 19. Ding Yuan in the future is just beginning in April next year, will actively expand the production capacity of MOCVD equipment from the current 6 units to 30 units, mainly in blue based capacity expansion. Dingyuan in the LED industry has been more than 20 years of "veteran", but the chairman Fu Peiwen in the past, the biggest regret is the material source of control, he said in the past are now with this else's trousseau, with this opportunity, to further expand the business, the future will be more carefully, get things done.

Fu Peiwen pointed out that after the merger of Ding Yuan crystal hair, the future has just begun. The existing four yuan Ding Yuan and blue LED production equipment only 6 units, the scale is still small, so Fu Peiwen said that after the merger will be extended to the main equipment, next year will actively expand to 30 Taiwan until 2011; although the equipment suppliers are very tight, Fu Peiwen said that the initial delivery way and time has been settled.

Next year will be blue capacity expansion, four yuan original 2 machine no longer extension, equal to the breath will be increased to 28 capacity Blu ray, Fu Peiwen estimated that next year, revenue will increase 800 million yuan growth in part because of the Blu ray (2011), after more years can watch 2 billion 500 million yuan.

Ding Yuan is quite optimistic about the demand for high brightness LED market, general manager Deng and quoted crystal chairman Li Bingjie said: the next 2 years, demand is still very prosperous. On the one hand, the panel is still very strong demand, in addition, the lighting market acceptance is also more and more mature, will continue to stimulate demand for white LED.

However, Deng and stressed, Ding Yuan next year operation will still take the traditional LED and sensing components, especially the sensing component, in the purchase of crystal electric one production line, not only to expand production capacity, thus increasing the number of customers. In addition, Ding Yuan four yuan in the market share of LED is not low, will also try to hold.

As for the blue light capacity, in April next year and crystalmedia production line, and Deng pointed out that the first time the capacity to limit, especially the crystal blue and crystal electric product brightness less than 5-10%, so the future production capacity out, regardless of the market or high power lighting panel backlight part, also quite confident. "The team is ready".

Deng and estimates, next year to actively expand the production capacity of Blu ray, is expected to account for about 20% of the proportion of revenue accounted for Blu ray, by 2011 is estimated at nearly $40%. Ding Yuan's blue light plan is based on its own brand, but if the manufacturers need OEM, Deng and others said, will not exclude such opportunities for cooperation.

Looking forward to the fourth quarter of this year and next year, Deng said, Ding Yuan in the first quarter of this year, the average monthly income of the fourth quarter, will remain at the level of revenue in September, or about $381 million, the average gross margin is estimated at about 16-17%. Next year, if you do not count the blue revenue, will grow by 20% this year, but if the addition of Blu ray production capacity, chairman Fu Peiwen estimates that next year is expected to grow by an annual rate of 50%, the overall gross profit margin will also have a substantial increase.