Look at the third quarter LED boom key in LED backlight

China's energy-saving and benefit-minded policies may affect backlight demand

In the second quarter of the LED industry, the performance of backlight and lighting demand was strong. In the second quarter, the performance of the epitaxial plant and the packaging plant increased simultaneously. The overall industry situation in the second quarter was very good. In terms of the overall industry, the second quarter was the first. The quarter has grown by 30%. However, his view on the industrial climate in the third quarter is more conservative. Li Bingjie does not say that the end of China's energy-saving subsidy policy will probably affect the LED TV backlight demand. Therefore, China's 11th holiday in the second half of 2013 The demand for LED TV backlights will not be successfully monitored. Li Bingjie believes that the performance in the third quarter will not be too bad, but whether the third quarter operating performance will exceed the second quarter, TV backlight is still the key.

Strong lighting demand

The demand for lighting has kept rising. Li Bingjie pointed out that lighting orders continue to be booming. It is expected to go from the second season to the beginning of the fourth quarter. Due to the variety of lighting orders, the gross profit margin is widely distributed. From the perspective of interest rates, the gross profit margin of Jingdian Lighting's orders is better. As the proportion of lighting increases, it will be expected to have a positive impact on the gross profit margin of Jingdian. As for whether LED die prices are under pressure in the third quarter, Li Bingjie said that the pressure of price decline has been there, but it seems that the price decline in the third quarter is expected to slow down.

Luchang restarts production expansion, and production capacity is expected to increase by at least 25% this year.

With the recovery of the LED industry boom, China's LED upstream die factory expansion is in full swing. The expansion of the mainland LED factory in 2013 may be to bet on the demand for LED lighting in 2014. By then, manufacturers without capacity may not be able to eat. Orders, Jingdian did have plans to expand production capacity in 2013. According to the scale of capital expenditure of Jingdian in 2013, Jingdian plans to expand the overall production capacity by 25%. At present, Jingdian has increased the number of MOCVD machines by about 10-20 units, including Both Taiwan and China have added machines, and it is expected that the machine will continue to increase in the second half of 2013.