Taiwan LED driver IC manufacturers gathered this year due to the consolidation of the LED display industry in mainland China, coupled with the impact of peers (mainly for the lunar plant), revenue and profit performance is relatively weak. However, looking forward to next year, the accumulation attitude will become more optimistic, indicating that in addition to the LED display driver IC with a large revenue ratio, it is expected that with the increase in the use of ultra-dense screens, shipments will continue to grow. It is worth noting that the company also Optimistic, this year's low base LED lighting products will see a sharp increase in revenue next year. The legal person estimates that the accumulation of LED lighting products including ICs and modules next year is expected to grow by a factor of two to three times this year.
The current product portfolio is still dominated by LED driver ICs for display screens, accounting for more than 90% of the total revenue, while the proportion of LED lighting revenue is less than 10%.
Regarding the operational outlook for next year, the accumulation pointed out that the LED display industry should still be able to maintain an annual growth rate of about 20%, and the accumulation of LED display driver ICs in the global market accounted for 60%, shipments are expected to follow the market footsteps Going forward. However, due to price pressures, the company’s revenue for this part of the year is temporarily flat this year. It is estimated that the growth rate will be more obvious next year, which will be the LED lighting product line with a slight revenue ratio this year.
Accumulation further shows that if the LED lighting industry uses T8 lamps (which are mainly 12~20W LED lighting products that are similar to T8 specifications), this year's penetration rate is about 2~3, and next year it is expected to increase to 10 Around, and accumulating next year will be aimed at the global market share of T8 lamps.
Although this figure does not sound surprising, but the legal person estimates that the accumulation of LED lighting revenue this year is only about 100 million yuan (Taiwan dollar, the same below), but next year, its LED lighting related IC shipments will be able to With the entry of commercial lighting customers in mainland China, South Korea and other places, as well as the emergence of the channel layout, if the rest of the revenue from modules and systems, the revenue of LED lighting products will be accumulated next year, it is expected to grow to 3 to 400 million yuan, and challenge the proportion of 20% of revenue.
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