Taiwanese manufacturers generally upgrade this year's lighting to account for 30% of total revenue
[High-tech LED News] Recently, Gaogong LED learned that Deutsche Securities held LED Enterprise Day in Taiwan, and invited Crystal Power (2448), Yuyuan (3061), Taigu (3339), Lite-On (2301), and Mao (2360). ) and other vendors involved. After the meeting, Deutsche Securities believes that the LED industry is optimistic this year driven by LED TV and tablet computer backlight demand.
Deutsche Securities pointed out that the strong demand for LED TVs and tablet PCs has driven the overall industry's upward momentum this year. Many LED manufacturers' performance in March benefited from LED backlight demand, both of which grew significantly from February, including Jingdian, Yuyuan and Taigu. All three die factories began shipping to South Korea's first-line foundries in March. In addition, the LED factory believes that with the continuous improvement of technology, LED lighting demand will take off earlier than previously estimated. The proportion of total revenue will increase from 20% last year to 25% to 30%, and the round will also increase the proportion of lighting to 30% and the target of Thailand to 25%.
Deutsche Securities believes that the recent LED stock price reflects the negative performance of the fourth quarter of last year's earnings report and the poor performance in January and February this year. However, after March, the die factory has felt the strong demand for the die from LED TV, plus Taiwan's LED factory also has the competitiveness against the vertical integration threat from the panel factory in terms of technology, cost and performance. Deutsche Securities pointed out that the average unit price of the grain in the second quarter will be relatively flat, while the price of sapphire substrates will gradually decline in the second quarter. Together with the improvement in product mix and production yield, the grain factory gross margin will be in the second quarter. After improvement.
Deutsche Securities pointed out that the strong demand for LED TVs and tablet PCs has driven the overall industry's upward momentum this year. Many LED manufacturers' performance in March benefited from LED backlight demand, both of which grew significantly from February, including Jingdian, Yuyuan and Taigu. All three die factories began shipping to South Korea's first-line foundries in March. In addition, the LED factory believes that with the continuous improvement of technology, LED lighting demand will take off earlier than previously estimated. The proportion of total revenue will increase from 20% last year to 25% to 30%, and the round will also increase the proportion of lighting to 30% and the target of Thailand to 25%.
Deutsche Securities believes that the recent LED stock price reflects the negative performance of the fourth quarter of last year's earnings report and the poor performance in January and February this year. However, after March, the die factory has felt the strong demand for the die from LED TV, plus Taiwan's LED factory also has the competitiveness against the vertical integration threat from the panel factory in terms of technology, cost and performance. Deutsche Securities pointed out that the average unit price of the grain in the second quarter will be relatively flat, while the price of sapphire substrates will gradually decline in the second quarter. Together with the improvement in product mix and production yield, the grain factory gross margin will be in the second quarter. After improvement.
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