Billion light PHILPS huge orders

LED packaging factory Everlight leading December received massive PHILPS OEM orders, in order to meet the demand of PHILPS, billion light 24 announced 5 years of NT $30 billion (equivalent to approximately RMB 5 billion 861 million yuan) expansion plan, the industry believes that the "billion light see LED lighting business explosive".

LED generation business

It is understood that billion light in December this year, just grab the PHILPS 2015 annual case. General manager Liu Bangyan personally led to PHILPS's headquarters in Shanghai, and the 3 largest supplier, sferic Ruifeng tied. It is understood that PHILPS's annual scale of the scale, the monthly demand 350-500KK (3.5~5 billion) package module. If the 3 companies share, billion light per month can share 150 million, accounting for the total production capacity of about 4% billion light.

Billion light PHILPS orders are significant, the future is expected to receive more orders. As the world's 3 largest lighting brand last year, PHILPS lighting revenues of 7 billion euros (about 52 billion 951 million yuan), OSRAM about 5 billion 300 million euros (about 40 billion 91 million yuan), GE about $1 billion 857 million (about 11 billion 554 million yuan), 3 manufacturers add up to more than 500 billion new Taiwan dollars (about 97 billion 945 million yuan), of which about 30% is the LED lighting, as long as the billion light to eat 5%, there are 8 billion 500 million new Taiwan dollars (about 1 billion 665 million yuan) revenue income, not to mention the 3 companies accounted for the global LED lighting market only 3 to 7 market, there is no limit broad.

Billion light EPS estimated 5 yuan this year

Billion light in November this year, the revenue of 28 billion yuan NT (equivalent to about RMB 5 billion 485 million yuan), an annual rate of increase of 24.8%, the estimated annual EPS of up to NT $5, is Taiwan's LED profit king.

The traditionally conservative words Everlight chairman Ye Yinfu, announced last week active large-scale expansion plans, has been in the south to find appropriate 17 thousand Ping (56 thousand square meters) of land, 3 years is expected to invest 10 billion yuan NT (equivalent to approximately RMB 1 billion 954 million yuan), the highest 5 years of investment of 30 billion yuan NT, this astronomical the investment case is the largest LED industry this year.

In the packaging plant, the amount of investment staggering. Analysis of the industry, this year, the new East five shares of the plant, a total of about 2 billion acres of land to plant about NT $2000 (equivalent to about RMB 392 million yuan). Packaging factory equipment is not expensive, the most expensive is the construction land, 17 thousand square meters of land and buildings, 3 billion new Taiwan dollars (about 588 million yuan) of the investment has been more than sufficient, even 3 years 10 billion yuan is very scary.

Billion light this year to expand the production of 25%, the monthly production capacity of more than 4KKK (4 billion). Now overweight expand production, the industry believes that it should be 100 million light has been determined to get a large order, the future will be the direction of the development of its own brand and OEM direction next year, revenue and profit will be jumped.

Everlight chairman Ye Yinfu low-key said the expansion is to go beyond the front of the giants, including CREE (CREE), Nichia, OSRAM etc.. However, the industry believes that the billion light to see the burst of lighting business opportunities, LED backlight is planned production, but LED lighting is completely different, the order came to the hands of people who have the ability to seize the results.

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