[High-tech LED reporter / Long Zonghui] " The decline in chip prices in the first half of this year has been narrowed compared to last year, but it is still not ideal." Zheng Tiemin, general manager of Inspur Optoelectronics, a member of the G20-LED Summit , said that their performance began in March. There is an upward trend, and chip shipments have increased by 40%. Compared with last year's 60% operating rate, this year's 26 MOCVD equipments from Inspur Huaguang are fully operational.
In the interview with "High-tech LED", Wang Junbo, deputy general manager of Jingyuan Optoelectronics, the only official sales channel in China, said that the demand for lighting chips in the second quarter of this year is relatively large, but the market demand growth in the third quarter Slow down. "The recent chip prices do not seem to have experienced a large-scale decline in the previous period. At present, the MOCVD of the crystal power is also in full production."
Talking about the overall market situation of the chip market in the first half of this year, Wang Junbo believes that the overall performance of the industry is stable, but there is no such exaggeration as the rumors of customers and other chips, which may be a case of market segments. "The lighting demand in the second quarter is indeed a bit crazy, but it seems to be a bit lighter now." Wang Junbo also expressed his doubts about the overall recovery of the chip market reported by some media.
Although the chip industry was driven by the unexpected increase in demand in the lighting market in the first half of this year, the company experienced a small profit, but it is still not optimistic about the chip market in the second half of the year. Wang Junbo believes that the chip market is still in a state of oversupply in the second half of the year. The collapse of Kellett is only the beginning of market killing. Jingdian hopes to welcome healthy and sustainable development opportunities with long-term partners after the industry reshuffle stage. .
"Everyone predicts that chip production capacity will still be oversupplied, and prices will definitely fall, but the time of decline is difficult to predict in the second half or next year," said Guo Wenping, vice president of Xinguanglian.
However, companies do not want chip prices to continue to fall. Due to the long-term loss of many chip factories in the past few years, they are also very sensitive to price changes. However, it is not excluded because some enterprises have higher water levels in stocks, and in order to take advantage of price reduction promotions, this is also what they do not want to see.
From the perspective of chip types, backlight chips still maintain rapid growth, which is related to the expansion of LED applications in TVs, mobile phones, etc., but the current replacement rate of LED TVs has reached 90%. Wang Junbo believes that once the replacement backlight market is replaced, it can only be maintained by natural machine change, and the future backlight growth will also narrow. However, in the lighting part, the current market penetration rate is only 7%, and the space for floating is very large.
This has also become a key point for many chip manufacturers to stick to equipment investment. At present, Huacan Optoelectronics, Silan Mingxin, Sanan Optoelectronics, etc. all have expansion projects are in progress.
In addition to price cuts, everyone is more concerned about the improvement of cost performance, such as the improvement of chip brightness and so on. Zheng Tiemin said that in the past few years, most of the chip light effects have been growing by more than 50% per year, but now the annual light efficiency improvement is roughly between 10% and 20%. Wang Junbo also believes that the annual light efficiency improvement of the same area chip is roughly between 5-15%, which is very difficult to achieve.
In the interview with "High-tech LED", Wang Junbo, deputy general manager of Jingyuan Optoelectronics, the only official sales channel in China, said that the demand for lighting chips in the second quarter of this year is relatively large, but the market demand growth in the third quarter Slow down. "The recent chip prices do not seem to have experienced a large-scale decline in the previous period. At present, the MOCVD of the crystal power is also in full production."
Talking about the overall market situation of the chip market in the first half of this year, Wang Junbo believes that the overall performance of the industry is stable, but there is no such exaggeration as the rumors of customers and other chips, which may be a case of market segments. "The lighting demand in the second quarter is indeed a bit crazy, but it seems to be a bit lighter now." Wang Junbo also expressed his doubts about the overall recovery of the chip market reported by some media.
Although the chip industry was driven by the unexpected increase in demand in the lighting market in the first half of this year, the company experienced a small profit, but it is still not optimistic about the chip market in the second half of the year. Wang Junbo believes that the chip market is still in a state of oversupply in the second half of the year. The collapse of Kellett is only the beginning of market killing. Jingdian hopes to welcome healthy and sustainable development opportunities with long-term partners after the industry reshuffle stage. .
"Everyone predicts that chip production capacity will still be oversupplied, and prices will definitely fall, but the time of decline is difficult to predict in the second half or next year," said Guo Wenping, vice president of Xinguanglian.
However, companies do not want chip prices to continue to fall. Due to the long-term loss of many chip factories in the past few years, they are also very sensitive to price changes. However, it is not excluded because some enterprises have higher water levels in stocks, and in order to take advantage of price reduction promotions, this is also what they do not want to see.
From the perspective of chip types, backlight chips still maintain rapid growth, which is related to the expansion of LED applications in TVs, mobile phones, etc., but the current replacement rate of LED TVs has reached 90%. Wang Junbo believes that once the replacement backlight market is replaced, it can only be maintained by natural machine change, and the future backlight growth will also narrow. However, in the lighting part, the current market penetration rate is only 7%, and the space for floating is very large.
This has also become a key point for many chip manufacturers to stick to equipment investment. At present, Huacan Optoelectronics, Silan Mingxin, Sanan Optoelectronics, etc. all have expansion projects are in progress.
In addition to price cuts, everyone is more concerned about the improvement of cost performance, such as the improvement of chip brightness and so on. Zheng Tiemin said that in the past few years, most of the chip light effects have been growing by more than 50% per year, but now the annual light efficiency improvement is roughly between 10% and 20%. Wang Junbo also believes that the annual light efficiency improvement of the same area chip is roughly between 5-15%, which is very difficult to achieve.
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