The four yuan LED investors look pretty

LED factory revenue of four yuan last year, the product profile

This year came to the blue LED factory price hikes message, while encouraging the leading factory crystal TV up, but because of the excess land owned factory capacity supply situation has not improved, also let questioned price "Endurance" can last long? In contrast, almost no new capacity of four yuan LED, this year's growth space is more optimistic about the industry, at least in the price of a more stable basic disk.

Taiwan four yuan including chip maker EPISTAR, China, Hong, the proportion of revenues of nearly 30%, 99%, 40%; while the downstream packaging factory Everlight, Baihong etc.. The development trend of the industry, with billion light chairman Ye Yinfu the Thanksgiving meal at the meeting said: "the four yuan growth rate will be better than today's" blue and green are the most representative.

LED plant, said four yuan LED although the old technology, however, with the gradual expansion of the application surface, the demand for more and more optimistic. In addition, four yuan of products because the producer is not much, application to the niche, because the bulk of the small pitch screen also because the replacement is not easy, for the requirements of the supplier is "quality is better than quantity, blue and green light" mass production, quality in different logic ". Currently optimistic about the four yuan of emerging applications, including the introduction of mobile phone iris recognition, AR, security monitoring, night vision and sensing functions.

IRLED is quite early four yuan products last year, Samsung GalaxyNote7 mobile phone into the iris identification function, the successful creation of the topic, the future is taking advantage of mobile phone payment has become a trend, need more than fingerprint identification based on iris recognition rate. The mobile phone into IRLED from OSRAM, but Note7 explosion accident let iris recognition sales failed to create success, quite regret but also fail on the verge of success, but success has caused concern in the market, or even that the fierce competition in the land owned by Samsung factory brand inspiration, will be more active in the high-end mobile phone with iris recognition function.

As for the small spacing on the display, with the resolution continues to improve, will drive the amount of LED wafers, red LED demand thus rising. Crystal electricity from last year, four yuan LED demand is strong, to the first quarter of this year, the decline in the demand curve to ease the off-season, but also one of the main reasons for the optimistic about the price of LED yuan four yuan.

The global four yuan LED the manufacturer does not see more, over the past few years and no expansion plans, although OSRAM sold its lighting business, but continued in the IRLED expansion of R & D personnel, OSRAM is still optimistic about the development potential of this IRLED.

This year, the global LED lighting penetration forecast at 50%, but because the price is always weak, and after a one-time replacement demand, market demand weakened, so it is said that manufacturers, LED lighting market became more and more small, medium and long term is not optimistic.

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