Benefiting from the LED backlight and the sudden influx of lighting, the LED factory has a rare excitement in the traditional off-season this season. The operating performance of Jingdian and the Group's GMO will be better than expected in the current quarter. Next year, the middle-power LED will become the mainstream. The electric group has an advantage, and the proportion of LED lighting will challenge 40% next year.
Jingdian's revenue growth next year, in addition to LED lighting, has recently received large car-related orders, this year, crystal car LED revenue accounted for less than 5, next year has the opportunity to challenge 10.
As the market demand for LED general lighting continues to expand, foreign investment believes that the supply of high-end LED chips will be tight next year, which will help Crystal Power's revenue and profit growth next year, mainly because of the relatively high luminous efficiency of crystal products and patent protection (such as The international factory Toyota Hybrid cross-licensing) and the huge capacity of red LEDs, as well as major suppliers of high-voltage LEDs.
Although the fourth season entered the traditional low season of LED, but the recent application of the backlight source market is better than expected, coupled with the increased demand for LED lighting, so that the LED factory in this season's traditional off-season orders are still strong.
Zhang Shixian, deputy general manager and spokesperson of Jingdian, said that this quarter's performance was indeed better than expected. It was originally estimated that the revenue in October and November was about NT$1.8 billion to NT$1.9 billion (the same below), but the actual performance was in October. It received 1.982 billion yuan and November 2,075 million yuan. The orders received in December are not weak. The performance in the fourth quarter does not rule out the opportunity to be better than the third season.
Crystal Electronics' Guangbei's performance in the fourth quarter also exceeded expectations. It was estimated that the monthly revenue for this quarter was less than 200 million yuan, but it currently has more than 200 million yuan.
Zhang Shixian said that the current demand for medium power chips is very large, mainly because foreign big companies such as Philips, Osram and Cree are focused on high power. Only Japan’s Nichia, Toyota Synthetic and Crystal Power are developing medium-power LED dies, but currently Many terminal lighting customers feel that high-power chips are too expensive, and they use medium power to boost demand.
At present, among the blue LEDs produced by Jingdian, the medium power accounts for 90%, and the blue light accounts for 70% of the revenue. In other words, more than 60% of the revenue comes from the medium power. The LED industry said that medium power is the mainstream of the future market. For example, the 300,000 LED street lights marked in Taiwan this year are all medium-power LED chips supplied by crystal power.
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