Thanks to the LED TV backlight and lighting application exhibition exceeded expectations, this year, many manufacturers have achieved a record monthly profit, Jingdian said that the capacity is still tight before the end of this year, the current order exceeds the capacity of more than 40%, can only Increase production capacity in months to meet customer needs.
Yan Feng, chairman of the board of directors, said that due to the lack of material on the sapphire substrate, the projector has been forced to stop. The general research institute usually only calculates the supply by MOCVD machine, ignoring the actual output and industrial changes. Often off the current situation. He believes that at least until the third quarter of next year, supply and demand will reach a balance. It is impossible for Epistar to oversupply before this year.
The industry pointed out that this year, the focus has been on the improvement of the penetration rate of large-size backlights such as LEDNB and LEDTV. I did not expect the development of LED lighting to accelerate in advance this year. Micro-projection applications also joined in this year.
From the rapid increase in the proportion of LED lighting products, it can be seen that in addition to the earliest investment in refrigerated lighting, the proportion of Huaxing has already exceeded half, including the proportion of revenues such as Jingdian, Dongbei and Yuyuan, which have exceeded 20%. Even approaching 30%. From the recent Guangzhou International Lighting Exhibition, Taipei International Photonics Exhibition and other large-scale exhibitions, it is not difficult to find that all kinds of LED lighting will be super bright in the exhibition, and walk in the photoelectric exhibition. I believe everyone will There is a deep feeling that "the LED lighting generation has arrived."
However, the industry also admits that at this stage, there are too many problems facing LED street lamps. Not only the technology and specifications are not mature, but the industrial supply chain is also quite complicated. It is not easy to see significant growth in the short term. LED lighting will be the initial development axis for indoor lighting, architectural and decorative lighting.
Traditional lighting companies and new companies have also joined the competition. Global lighting manufacturers, such as Philips, Osram, Panasonic, etc., have complete vertical integration, from chip to light source systems, but it is still unknown whether the next lighting generation can continue to lead.
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