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The new century to abandon the low order lighting market, the future focus on CSP, FC and other products

This year the tide transformation by crystal electric lead abandoned without margin orders spread, after the East Bay cut LED lighting production capacity of 7, the new world since October to close the LED lamp, LED lamp production line, abandoned the low order lighting market, drag margin product lines into history, contribute to the improvement of the LED factory physical fitness.

The new century is LED chip factory, recognize the low order lighting price war to resist, and the price rose only or not to with the mainland manufacturers competition, this year has slashed the low order lighting proportion, proportion of revenue decline, but reduced the operation is not enough, the new century said that since October this year, completely out of the low order LED lighting, including LED lamp, LED lamp, the future will focus more attention on the high order CSP (Chipscale Package), FC (Flip Chip) and other high-end products.

The new century has continued to look at the product line, and actively move toward a better product mix adjustment, as the traditional TV backlight is also facing the same problem, the new century to consider the traditional TV backlight for the next reduction of the operating product line.

Apple will CSP process into the mobile phone flash, expected high order CSP LED mobile phone reference chip will become the mainstream of the new century, so continue optimistic about CSP, FC high order LED applications, but with different crystal electric storm TV backlight, the new century with LED lights, LED lights flash based mobile phone, through the group, into the electric car factory Designin, enter the stage, looking forward to the future operation of the proportion of the higher the better.

The judgment of the same size, wafer based, CSP and FC process to create value is 2-3 times higher than the traditional LED chip, and less packaging costs, the overall price down, even the low-cost TV has used the CSP trend, leading Apple import high-end mobile phone flash plus to play an exemplary role in the past, apple the Convention, LED chip factory bullish on CSP increased greatly.

This year China Taiwan LED factory each substantial transformation, including crystal electric lead to abandon low margin orders, not sprint revenue, not rashly amplification of MOCVD machine, besides saving capital expenditure, from the price war has become one of the options, in addition to the new century, the LED package also cut LED Dachang East Bay the bulb production capacity, a month from 10 million to fourth, reduced to 3 million per month of a quarter, the first quarter of next year LED lighting revenue fell to 10%, far lower than the fourth quarter of this year 20%, LED light source products revenue proportion greatly reduced, will help boost next year lighting gross margin 10 percentage points.

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