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Looking at the LED lighting penetration rate next year, 20, LED has recently become the market's popular fried chicken. Ye Yifu, chairman of Everlight and vice chairman of Jingdian, recently pointed out that the LED market is growing optimistically. In the upstream wafer factory, the degree of benefit from crystal power is higher than that of mainland companies. The downstream industry has evaluated that the top three international lighting factories will compete to launch new products next year, and the Taiwanese factories that undertake OEM orders from Europe and the United States will benefit.
The industry expects that LED lighting penetration rate will reach 20 next year, and even have the opportunity to see it in the next year. Ye Yifu pointed out that in terms of LED chip chain, mainland first-line factories borrowed from Taiwanese industry, making the gap between mainland first-line factory technology and Taiwan already Not big, but Jingdian still enjoys a high brand awareness. He believes that Jingdian will benefit more than the mainland. Ye Haofu pointed out that in addition to the impulse of packaging plants next year, cost control is also very important, and mastering costs and access is the key to next year. Billion Light's 100 subsidiary, Yiguang Solid State Lighting, has a revenue of NT$1 billion in Taiwan this year. It is expected to jump to NT$2 billion next year. Shipments are expected to increase by 1.5 times. The company's capital is 4 NT$100 million is one of the few lighting factories that spans commercial lighting, special lighting, and engineering standards. Since the construction of the road is quite burning, but from next year, Yiguang solid-state lighting will have the opportunity to enter the profit stage in Taiwan.
Another downstream industry pointed out that when the LED lighting penetration rate climbs next year, the international top three lighting factories Osram, Philips and GE will definitely launch low-cost lighting products, and Taiwan's OEM-related OEM orders will benefit first.
The industry emphasizes that the Taiwanese brand will be in the impulse stage next year, and must first stimulate the amount through the painful period of sacrificing profits, so the next year will benefit the OEM. The industry also admitted that although the lighting penetration rate will increase significantly next year, the main force for digesting wafer production capacity is the backlight. With the current backlight penetration rate as high as 95, the idle capacity of the wafer will be improved, but I am afraid that there is oversupply. status.