Optimistic about LED lighting market, LED lighting revenue increased to 30%

The LED chip factory held a shareholder's regular meeting in recent days. It is expected that the proportion of lighting revenue will increase from 20% in the first half of the year to 30%. In addition, new capacity will be released from June, and the overall third quarter operating performance is optimistic. Will attack this year's peak.

Yanyuan is optimistic about the development of the LED lighting market. The company started to be fully loaded in the second quarter of this year. The company has successively purchased 15 MOCVD machines for expansion at the end of last year. It began to gradually increase production in June and will be fully invested in September. The total production capacity will increase by about 20 to 30%.

With the development of the LED lighting market, the output of the round will also change in proportion. In the first half of the year, LED lighting accounted for about 20%, and it is expected to reach 30% in the third quarter. Next year, it will follow the market script, and the lighting pull-up ratio will rise to 50%.

In the LED backlight part, the analysis of the circle, the third quarter LED backlight will be flat or small decline, mainly the proportion of TV backlight is about half, the rest of the small and medium size including mobile phones, tablets, monitors, and the Chinese mainland subsidy policy to stop, As a result, demand in the TV market has slowed down, and downstream customers will focus on adjusting inventory in the near future.

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