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Jingdian merged with round-frame LEDs to usher in the golden period
In June 2014, Taiwan's listed LED manufacturers' sales revenues generally showed a slowdown, and the total monthly revenue declined slightly -2.1 to NT$12.542 billion (equivalent to RMB 2.584 billion). Among them, Taiwan's LED chip makers' revenues reached NT$5,054 million (equivalent to RMB1.041 billion) (-2.3MoM); while Taiwan's LED package manufacturers' revenues also reached NT$7.488 billion (equivalent to RMB1.543 billion). MoM decline -1.9. In the first half of 2014, Jingdian's monthly production capacity reached 950,000, but there are still more than 300,000 production capacity gaps; the second half of the year is still in short supply, and the production capacity gap may continue to expand. At this time, the expansion of production will not be alleviated, and the listing will continue to increase. It is the best choice to choose the technology and capacity to be the second largest in Taiwan. The company has more than 400 R&D personnel to enhance the crystal. The energy supply and demand situation of electricity research and development affects gross profit margin performance, and stable supply and demand will help increase gross profit margin. However, the LED lighting industry is growing rapidly because of the cost reduction and the source of corporate pressure. Working with customers to compete with them, it is better to provide customers with different values ​​to maintain average selling price (AverageSellingPrice, ASP) and higher unit price, such as co-activation service with customers to improve product performance, develop special design HVLED and flip chip products Wait. As for the long-term loss in the past, the merger with Jingdian is indeed an opportunity to turn a profit. On the whole, after the overall LED manufacturers in Taiwan entered the traditional off-season in June, the manufacturers' production capacity and channel inventory began to adjust. Looking forward to LED's revenue in the second half of the year, after the merger of Jingdian and Yuanyuan, Xinjingdian Group can manage the company's resources and homogenous customers centrally, and the wafer production will be more efficient, and the wafer quotation water level will be healthier.