Crystal electricity block: lighting market growth is expected to double

According to Taiwan media "United Evening News" reported that the listed company EPISTAR chairman Li Bingjie said recently that the backlight orders than in previous years is slightly slow, slow rise forecast backlight orders in April, after lighting orders were withdrawn. Affected by the order of the market is expected to withdraw from the market point of view, 25, crystal electric shares fell 2.2 yuan NT (about RMB 0.44 yuan), one hundred million light limit.

Li Bingjie said that this year, LED prices continued downward pressure, but the market will stimulate sales under the price decline, estimated that this year's output value is expected to be consistent with last year's backlight. In the size of the TV to increase the size and penetration of 4K2K, backlight output to maintain peak. Lighting market growth is expected to double last year, LED lighting global sales of about 9-12 billion, this year's sales can be amplified to 20-25 billion, LED lighting sales increased by more than last year.

Li Bingjie pointed out that, due to the rise of land plants, has been in the rear end of the package and lamps come to the fore, so the upstream chip side also gradually produce pressure on the terminal price has a great impact, resulting in market price competition. But also because the terminal prices fell this year to promote lighting market volume growth forecast this year will be $5 LED bulbs are factory goods, compared with $8 last year, the rapid decline, more energy-saving lamps produce $6 lower, substitution effect.

Li Bingjie said, is expected this year, LED plant will still face a significant downward pressure on the price of the terminal, the company's gross profit by compression, must be to improve the process and product maintenance margin. Crystal power this year will not purchase a new machine, and to adjust the existing machine to increase output, to reduce the size of the chip 70%, brightness maintenance way to maintain operating profit.

LED lighting demand this year, the government's active support for the growth of strong momentum, including government subsidies to support the growth momentum. Li Bingjie said that this year, including India and the Egyptian government actively grants LED lighting to replace, in order to reduce the power consumption, the government of India is expected to 2 LED light assigned to each family, the total demand reached 100 million, LED lighting in the government to promote the rapid growth of replacement under.

Li Bingjie said, LED epitaxial films are moving toward 6 inch development, but the current industry generally encountered in the process of bottlenecks in the process of 6 inches, the cost is still relatively mature technology of more than 4 inches. This year after the adjustment is expected to increase the maximum production capacity can be increased by 50%, in order to process the chip technology to cut the small pattern of gross profit margin this year, the price is still steady slide.

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