Taiwan's LED manufacturers' December revenues were released, indicating that LED traditional off-season prices continued. However, following the slowdown in November, December showed further signs of recovery.
Among them, LED sapphire manufacturer Ruijie fell for the third consecutive month, down 24% in December, Jingmei, Xinjing drill stabilized the decline, the chain was -1% and 2%. LED chip maker Jingdian, Ronda, the revenue of the new century in December was 15%, 3% and 0% respectively. LED packaging manufacturers Yiguang and Dongbei saw a slight decline in revenue in December, with a quarter-on-quarter change of -4% and -24%, respectively, but still maintained a relatively high year-on-year change, at 16% and 41% respectively.
It is worth noting that in the case of crystal power in December, there was even an urgent order. In 2015, Samsung's high-end TV sets were fully flip-chip technology, and Jingdian received orders from Samsung.
Li Bingjie, chairman of Jingdian, said that the LED industry inventory adjustment is coming to an end. After the combination of crystal and LED, the three growth kinetics, such as LED lighting shipment growth, LED backlight introduction technology and high-end display shipment multiplication, are under the guise. In 2006, Jingdian’s revenue is expected to challenge NT$34 billion (equivalent to RMB6.717 billion), a record high, with an annual growth rate of over 20%.
Ping An Securities believes that the first quarter of this year, along with the Lunar New Year, will be the bottom of the traditional off-season. It is expected that the LED traditional off-season will end and enter the beginning of the peak season in March. The LED industry revenue is expected to rise further. CICC also said in the research report that the entire industry seems to have an urgent order in December last year. It is expected that the utilization rate will rebound in February and March this year.
CICC also believes that the driving force of the industry in 2015 is mainly from: LED new products to improve penetration, such as "flip-chip" will be gradually introduced in TV backlight and lighting, increase unit price; LED lighting popularity Will accelerate; industry consolidation is intensifying. In 2015, the industry pattern was based on capacity expansion competition between Sanan and Jingdian, and vertical cooperation between manufacturers outside the two companies in different fields.
Industry consolidation and accelerated LED lighting penetration are the driving forces behind the rapid development of the industry, which is widely recognized in the industry. In addition, Zhongyuan Securities believes that the innovation of the business model will help the company take off. Through business model innovations such as EMC and vertical e-commerce, emerging brands will avoid the traditional physical channel Red Sea competition.
Guosen Securities believes that the global semiconductor industry will be transferred from Taiwan and South Korea to China, which will promote the rapid development of China's semiconductor industry. In addition, the LED industry will usher in a turning point after the 2011-2013 downturn. Driven by new applications such as indoor lighting (commercial lighting, home lighting) and small-pitch display, the industry is expected to start a new round of growth. . Upstream chips, downstream lighting applications, small-pitch display industries, and domestic alternative investment opportunities in the backlight sector are worthy of attention.
Among them, LED sapphire manufacturer Ruijie fell for the third consecutive month, down 24% in December, Jingmei, Xinjing drill stabilized the decline, the chain was -1% and 2%. LED chip maker Jingdian, Ronda, the revenue of the new century in December was 15%, 3% and 0% respectively. LED packaging manufacturers Yiguang and Dongbei saw a slight decline in revenue in December, with a quarter-on-quarter change of -4% and -24%, respectively, but still maintained a relatively high year-on-year change, at 16% and 41% respectively.
It is worth noting that in the case of crystal power in December, there was even an urgent order. In 2015, Samsung's high-end TV sets were fully flip-chip technology, and Jingdian received orders from Samsung.
Li Bingjie, chairman of Jingdian, said that the LED industry inventory adjustment is coming to an end. After the combination of crystal and LED, the three growth kinetics, such as LED lighting shipment growth, LED backlight introduction technology and high-end display shipment multiplication, are under the guise. In 2006, Jingdian’s revenue is expected to challenge NT$34 billion (equivalent to RMB6.717 billion), a record high, with an annual growth rate of over 20%.
Ping An Securities believes that the first quarter of this year, along with the Lunar New Year, will be the bottom of the traditional off-season. It is expected that the LED traditional off-season will end and enter the beginning of the peak season in March. The LED industry revenue is expected to rise further. CICC also said in the research report that the entire industry seems to have an urgent order in December last year. It is expected that the utilization rate will rebound in February and March this year.
CICC also believes that the driving force of the industry in 2015 is mainly from: LED new products to improve penetration, such as "flip-chip" will be gradually introduced in TV backlight and lighting, increase unit price; LED lighting popularity Will accelerate; industry consolidation is intensifying. In 2015, the industry pattern was based on capacity expansion competition between Sanan and Jingdian, and vertical cooperation between manufacturers outside the two companies in different fields.
Industry consolidation and accelerated LED lighting penetration are the driving forces behind the rapid development of the industry, which is widely recognized in the industry. In addition, Zhongyuan Securities believes that the innovation of the business model will help the company take off. Through business model innovations such as EMC and vertical e-commerce, emerging brands will avoid the traditional physical channel Red Sea competition.
Guosen Securities believes that the global semiconductor industry will be transferred from Taiwan and South Korea to China, which will promote the rapid development of China's semiconductor industry. In addition, the LED industry will usher in a turning point after the 2011-2013 downturn. Driven by new applications such as indoor lighting (commercial lighting, home lighting) and small-pitch display, the industry is expected to start a new round of growth. . Upstream chips, downstream lighting applications, small-pitch display industries, and domestic alternative investment opportunities in the backlight sector are worthy of attention.
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