The LED industry is not good. Last week, two Taiwan-based LED upstream and downstream companies negotiated with the bank, hoping to extend the loan for one year; New Century Optoelectronics is expected to pay back the price; the sapphire substrate factory Fuyuan (formerly known as Xinjing Diamond) was awarded The bank agreed to extend the loan for one year.
In addition to the demand for security, small-pitch display and AR to drive the quaternary LED demand, the demand for quaternary products continues to grow, but the price of blue LED is due to the continuous increase in production in mainland China and the weak price of LED lighting, leading to the transformation of upstream and downstream LED factories last year. However, the impact of poor economic performance has not decreased.
Fu Yuancai said that the LED boom was sluggish and suffered a fire last year, which caused serious challenges to the operation. However, the company’s assets were insured and property insurance. Currently, plant and equipment resettlement operations are being carried out to accelerate industrial transformation and upgrading. Semiconductor related and sensor materials, industrial window product transformation.
The industry pointed out that the upstream and downstream of the LED industry in Taiwan is complete. However, under the sapphire back cover of the Apple iPhone, the operation of the sapphire plant not only dive, but also the impact of the listing plan.
Judging from the scale of revenue in 2016, Yiguang and Jingdian are still standing still, with revenues exceeding RMB 5 billion, which is far ahead of Taiwan's LED manufacturers with absolute advantage. The revenues of six companies including Yiguang, Jingdian, Longda, Dongbei, Guanglei and Yiquan exceeded RMB1 billion.
From the average level of LED listed companies in Taiwan in recent years, the average revenue from 2009 to 2016 has increased by about 1 times, peaking in 2014, with an average revenue of more than 1.8 billion yuan. After a slow decline, the average revenue in 2016 was about 1.6 billion yuan.
The year-on-year growth rate is also ups and downs. It grew rapidly before Q3 in 2011. In 2012, the revenue declined in one year. In 2013-2014, it rebounded strongly, with an increase of 20-30%. In the second half of 2015, it began to experience negative growth.
Since the beginning of last year, the Taiwanese factory is accelerating the development of the new LED niche market.
Taiwanese manufacturers Li Qing and Lianjia have successfully cut into the LED lamp module supply chain and become a supplier of headlights; Taiwan's LED packaging factory Yiguang has also actively entered the automotive sector in recent years, and its revenue share has gradually increased; Jingdian is the world's largest supplier of quaternary wafers and is a beneficiary of major LED automotive lighting.
Yiguang is the leading LED packaging component factory in Taiwan, China. The revenue of automotive components is 4% to 6%, which is an important growth momentum for the company. The new plant of Miaoli Tonglu is currently actively introducing TS16949 certification. The monthly production capacity of vehicle products is expected to increase the revenue of vehicle products to double digits.
Jingdian is the leading LED chip factory in Taiwan, the world's largest supplier of quaternary (Gallium Aluminum Gallium Indium, AlGaInP) wafers. The quaternary products are the main source of profit, with revenues ranging from 20% to 25% and automotive lighting accounting for 20%. Acquired a 10% stake in Dominant Opto, a Malaysian SMT LED package, for NT$512 million, and deployed automotive lighting to the sea.
In the global automobile market, the market scale has grown steadily in the past five years. Thanks to the continuous increase in the penetration rate of LED lamps, the penetration rate of LED taillights has exceeded 70%, and the penetration rate of LED daytime lamps has reached 40%, but the penetration rate continues to climb. At present, the penetration rate of LED headlights is still low, and the future growth space is considerable.
The automobile original lamp supply chain has a high barrier to entry and the system is closed. It is estimated that the top ten headlights in the world will have a market share of more than 85% in 2015, and the top five headlights have a market share of over 70%.
With 15+ years manufacturing experience for phone accessories.
Supply various portable charger for iPhone, Airpods, laptop, radio-controlled aircraft ,laptop, car, medical device, mobile device, ect.
Avoiding your devices run out of charge, portable chargers to keep your mobile device going.
From the original ordinary power bank charger to wireless power bank, green energy solar power bank, magnetic mobile power, Portable Power Stations and other products continue to innovate.
We help 200+ customers create a custom mobile power banks design for various industries.
Portable Charger,Power Bank Charger,Mini Power Bank,Wireless Power Bank, Solar Power Bank
TOPNOTCH INTERNATIONAL GROUP LIMITED , https://www.itopnoobluetoothes.com