Taiwan enterprises focus on the transformation of four yuan LED, why LED plant layout?

LED chip plant to the transformation of the way, four yuan revenue climbed above the record of LED, not only the blue LED dilution proportion, also has international visibility, to help manufacturers improve price protection ability; crystal electric last season has lift to 25 ~ 30%, if this season quaternion LED maintains a high visibility, do not rule out the possibility to continue to push the light; hung 50% to four yuan; China is fully converted into four yuan LED.

Taiwan LED factory pointed out that Japan and South Korea in the four yuan LED almost no manufacturer, with a small amount of an optoelectronic machine, however, industry characteristics of four yuan LED do not take large amount of standard specifications, with phosphorus, arsenic and other chemical substances involved in environmental issues, plus the mainland audit will tend to be strict, the logic is not state support for the project, so the manufacturers in Taiwan turned into a four yuan LED relative odds.

The industry said, when the mobile phone terminal demand with the connection of iris recognition, night vision function, and automatic driving, four yuan LED, the price is better than laser light in the light angle; the long term, although Micro LED is still in development, but the future is also one of the kinetic energy of red LED.

Leading crystal power plant, four yuan this year, LED under control, AR, VR display, small spacing and other types of demand growth, order visibility extended, the fourth season still has good visibility, the third quarter revenue accounted for LED 4 yuan to move up to 25 ~ 30%, 25 ~ 30% years to maintain the breakthrough in the proportion of LED is four yuan; the main source of profit of crystal electric products, the proportion rose should help stabilize the overall crystal electric ASP.

Light hung and crystal electricity revenue is only 5%, but because the relationship between product portfolio, excluding large Renminbi devaluation 8% factors this year, this year the Hong light curve of ASP products with ease, no backlight, light hung in LED price storm to keep vitality, hit is not deep, in 3 to 4 years ago in the UV LED dundian.

According to statistics the blue LED light hung, accounting for about 10%, and did not enter the field of backlight, four yuan LED accounted for 50%, the remaining 40% is green, purple and other products, the next 2 to 3 years at 400nm following UV LED is a light hung key project, UVA LED application for industrial use, Manicure has been cured. Occupy considerable proportion of UVC, LED in the field of water orders is expected in the next year of fermentation.

China is fully converted into four yuan LED, the general manager of the company Wang Peizhi since the 2013 China skillet, decided to quit the Blu ray, 18 sets of MOCVD utilization rate of about 40 to 50%, but in the manufacture of four yuan LED, four yuan of high brightness LED, accounting for 31.4% of revenue, four yuan ultra high brightness accounting for 68.2% of revenue, IR and LED accounted for about 0.4%.

For more information about LED, please click on LED network or pay attention to WeChat public account (cnledw2013).