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Li Bingjie, chairman of Jingdian, said that the high-end blue LED production capacity gap is 2 to 30%. The wafer production capacity of all factories in Taiwan is already full. Although the possibility of Overbooking is not ruled out, the chip is expected to reach the balance of supply and demand ahead of this year; Lighting shipments are expected to double this year and tomorrow, and the company is expected to become a LED factory with revenue of $1 billion in 2015.
Li Bingjie said that the wafer factory in Taiwan has been entering full load since the second season. Taigu is expected to maintain high capacity utilization. According to current orders, the high-order blue-capacity capacity gap is 2~3. Cheng, it is estimated that the wafer supply and demand balance time will be advanced from 2015 to the end of 2014, as to why the price does not move? Mainly the mainland's production capacity is not filled.
However, Li Bingjie is still optimistic about the future supply and demand. He analyzed that the mainland plans to add 100 MOCVDs within two years, and Sanan Optoelectronics will account for 100 units; Dehao has 90 machines, only 60 units, and the second half. It is expected to open another 30 units; Huacan plans to expand production, so it can be expected that the production capacity is full, Sanan is also full; calculation, next year, about 300 new machines will be added globally, but 200 depreciation will expire, weakening production capacity. Supply power; on the demand side, the number of LED lighting will double this year compared with the previous year. In terms of this growth rate, the supply capacity in 2015 is considered healthy.
Li Bingjie believes that the demand for LED lighting is better than expected. It was originally estimated that the penetration rate of lighting will reach 6 to 70% in 2018-2019. It seems that it can be achieved in 2017. This is a case of happiness and high penetration. Next, the growth rate is slow. If the price falls, the revenue growth will be hard. At present, it seems that smart lighting is the biggest opportunity in the future. Using LED lights to connect refrigerators, TVs and other home appliances to achieve the concept of Internet of Things; how to transmit signals? Li Bingjie believes that the Zigbee communication protocol promoted by Philips has the opportunity to become the fastest and cheapest solution.
Jingdian's revenue last year reached NT$22.2 billion. Due to the full capacity, the company's gross profit margin will rise in the second quarter. In the first five months of this year, Jingdian's revenue has grown by 36%, compared with the second half of last year. The base period has been high, so the annual growth rate of revenue in the second half of the year has slowed down. The legal person conservatively predicts that the crystal electrode may break through 30 billion NT dollars in revenue next year and become a LED factory of 1 billion US dollars.
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