This year, the demand for LEDs has rebounded comprehensively. Not only the backlight and lighting, but also the demand for LED displays has exceeded expectations. The demand for quaternary ultra-high brightness LEDs has increased. The company is the largest supplier of red LEDs. It is expected to be the main supplier. Beneficiary.
Since the fourth quarter of last year, including Jingdian, Yuyuan, Hongqi, etc., it has successively indicated that the demand for LED display screens in mainland China has risen, stimulating the demand for related crystal grains, and the influx of orders from quaternary high-brightness red LEDs and green LEDs. In the die factory, the demand for quaternary high-brightness LEDs continues to be high, and buyers are already facing insufficient supply.
The quaternary high-brightness red LED is a component of the LED display. This year, the demand in the mainland is particularly good. It is no less than LED lighting and backlighting. As a result, it is only 2 months after the purchase of red LEDs can be picked up, and the procurement cost has been raised. .
According to industry analysts, due to the relatively good price of blue LEDs, LED epitaxial wafers will invest most of their production capacity and resources in blue LEDs, resulting in a reduction in the production capacity of quaternary LEDs. Furthermore, red and blue light capacity cannot be switched to each other, even if the equipment is now ordered. Purchasing the machine, the production capacity is not alleviated. On the demand side, the resolution of the LED display is greatly increased, which drives the increase in the number of crystal grains.
The industry pointed out that Jingdian is the largest supplier of red LEDs. In the first quarter, the capacity utilization rate of the four-element production line of Jingdian maintained a full load, which was better than the previous 60-70 situation, and the revenue ratio was four yuan. Light accounts for about 30% of its revenue, although it is significantly lower than the revenue of Blu-ray, but the four-element LED is the best and most stable product of crystal electricity.
Yuyuan also benefited from the demand for LED display in the mainland. Green LED orders climbed. In the second quarter, the revenue of the second quarter was significantly higher than that in the first quarter.
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