Q3 lighting kinetic energy rod growth crystal electricity estimate this year, LED bulb shipments increased by 3 times
The LED industry has gone through the recovery of the first quarter of this year, and many LED factories are trying to turn from loss to profit in the second quarter. Does the LED industry enter a new round of economic recovery cycle? The following is an interview with Li Bingjie, chairman of the LED chip manufacturer Jingdian.
Q: It is estimated that in the second quarter, Taiwan's LED factory's single-quarter revenue growth rate will jump by 30%. Will crystal power exceed this level?
A: We don't make financial tests, not only on the status of Jingdian, but in the second quarter, it is much better than the first quarter. I believe that the overall increase of Taiwan's LED industry by 30% is not a problem. The most important kinetic energy comes from the backlight market. Looking at it now, the visibility of backlight demand is clearer than in the first quarter. The overall back-up kinetic energy of the backlight has started from March, and all the way to June, in addition to the international TV brand orders, the orders of the landline customers have also increased, but to see the situation in July and August, we must observe the international The status of the TV brand factory.
Q: What is the demand situation in the second half of the year?
A: In the second half of the year, lighting will be led to grow, and the kinetic energy of lighting will continue. Whether it is an international brand or a local lighting factory, this year will definitely use the "quantity" to attack the market. Therefore, the lighting system has been repairing the growth momentum of LED bulbs, and the shipment of LED bulbs will be increased this year. 3 times (originally estimated to be multiplied by ~2.5 times), and there are still 2 times and 3 times growth in Ming and the following years.
In terms of crystal power, the demand for backlights in the second season is stronger than that of lighting. 50% of the revenue comes from the backlight, but after entering the third season, the lighting will play the main growth momentum of the crystal, and can continue into the fourth season. Therefore, it is estimated that by the second half of the year, the proportion of lighting revenue will rise to 35%~40%, and the backlight will fall back to 40%.
Q: Is the sweet spot of $10 in the lighting market appearing?
A: The so-called $10 sweet spot is to see what kind of product to use. However, Cree has launched a $9.99 LED bulb, and Philps has also launched a $12.99 product to expand its market share. The price of the LED bulb of the big manufacturer has dropped from 20 dollars. Down, there have been considerable changes to the industry, and it is expected that the corresponding product specifications will also be affected, and this impact will occur in the third quarter. As for the shipment volume, there will be such a big breakthrough, mainly because the brand began to adjust in cost. Compared with LED bulbs and energy-saving bulbs, manufacturers will now think about not having to introduce LED bulbs with a lifespan of 100,000 hours. As long as the life span reaches 60,000 hours, they are higher than energy-saving lamps. The quality of luminous flux and product life are only 2 times higher than that of energy-saving lamps. The price can also be 2 times higher than the energy-saving lamps, and this market will be able to meet the mainstream competition of 10 dollars.
Q: What are the opportunities for Jingdian in this market share?
A: In the competition of OEMs of international brand manufacturers, with A, it is not necessarily possible to get B. Jingdian is now exposed to many land-based lighting system manufacturers, who used to account for 80% of the global energy-saving lamps market. Now I want to cut into LED lights from traditional energy-saving lamps, but what is lacking is only the LED light source. In pursuit of speed, Jingdian has begun to launch a light engine that cooperates with the packaging factory, which will quickly provide lighting customers with production.
Q: It is estimated that in the second quarter, Taiwan's LED factory's single-quarter revenue growth rate will jump by 30%. Will crystal power exceed this level?
A: We don't make financial tests, not only on the status of Jingdian, but in the second quarter, it is much better than the first quarter. I believe that the overall increase of Taiwan's LED industry by 30% is not a problem. The most important kinetic energy comes from the backlight market. Looking at it now, the visibility of backlight demand is clearer than in the first quarter. The overall back-up kinetic energy of the backlight has started from March, and all the way to June, in addition to the international TV brand orders, the orders of the landline customers have also increased, but to see the situation in July and August, we must observe the international The status of the TV brand factory.
Q: What is the demand situation in the second half of the year?
A: In the second half of the year, lighting will be led to grow, and the kinetic energy of lighting will continue. Whether it is an international brand or a local lighting factory, this year will definitely use the "quantity" to attack the market. Therefore, the lighting system has been repairing the growth momentum of LED bulbs, and the shipment of LED bulbs will be increased this year. 3 times (originally estimated to be multiplied by ~2.5 times), and there are still 2 times and 3 times growth in Ming and the following years.
In terms of crystal power, the demand for backlights in the second season is stronger than that of lighting. 50% of the revenue comes from the backlight, but after entering the third season, the lighting will play the main growth momentum of the crystal, and can continue into the fourth season. Therefore, it is estimated that by the second half of the year, the proportion of lighting revenue will rise to 35%~40%, and the backlight will fall back to 40%.
Q: Is the sweet spot of $10 in the lighting market appearing?
A: The so-called $10 sweet spot is to see what kind of product to use. However, Cree has launched a $9.99 LED bulb, and Philps has also launched a $12.99 product to expand its market share. The price of the LED bulb of the big manufacturer has dropped from 20 dollars. Down, there have been considerable changes to the industry, and it is expected that the corresponding product specifications will also be affected, and this impact will occur in the third quarter. As for the shipment volume, there will be such a big breakthrough, mainly because the brand began to adjust in cost. Compared with LED bulbs and energy-saving bulbs, manufacturers will now think about not having to introduce LED bulbs with a lifespan of 100,000 hours. As long as the life span reaches 60,000 hours, they are higher than energy-saving lamps. The quality of luminous flux and product life are only 2 times higher than that of energy-saving lamps. The price can also be 2 times higher than the energy-saving lamps, and this market will be able to meet the mainstream competition of 10 dollars.
Q: What are the opportunities for Jingdian in this market share?
A: In the competition of OEMs of international brand manufacturers, with A, it is not necessarily possible to get B. Jingdian is now exposed to many land-based lighting system manufacturers, who used to account for 80% of the global energy-saving lamps market. Now I want to cut into LED lights from traditional energy-saving lamps, but what is lacking is only the LED light source. In pursuit of speed, Jingdian has begun to launch a light engine that cooperates with the packaging factory, which will quickly provide lighting customers with production.
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