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Taiwan's LED plant capacity utilization rate stabilized to rise Ronda, Jingdian optimistic lighting
With the backlight and lighting demand of LEDs warming up, the capacity utilization rate of LED factories has also increased steadily. The legal person pointed out that the average capacity utilization rate of LED factories in Taiwan is about 80%. As for the lighting products, the mainland manufacturers have seized the market price. Prices still have considerable pressure, but LED inside research associate Yu Yu pointed out that low-price competition is not a long-term solution, and innovative use is the best way out. Chu Yuchao pointed out that the current global LED (LightEmittingDiode) lighting market performance is different, in terms of global regional market, North America and Southeast Asia have the strongest market development potential, especially the US Energy Star certification subsidies. It will help to promote the traditional lighting industry to produce LED lights; as for the ASEAN from a multi-market to a single market, attracting many foreign companies to invest in local infrastructure, which in turn drives the overall lighting demand. Longda Jingdian is optimistic about the lighting of Ronda. For the second quarter, the backlight and lighting market are optimistic. The capacity utilization rate in the second quarter will be higher than that in the first quarter. Lunda estimates that this year's revenue growth momentum comes from the lighting market. Looking at Ronda's revenue of 25, but there is still price pressure on lighting, so Ronda products will focus on integrated LED lamps in line with European or American markets, and promote DOB (DriveronBoard) light engine to reduce market price competition Impact. Zhang Shixian, a spokesperson for Jingdian, pointed out that the overall rate of decline of the crystal power is about 7 to 80%, especially the demand for lighting conditions, which will drive the capacity utilization rate of the blue chip to increase, and then the demand for TV backlight orders will gradually increase. Utilization will increase.
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