Upstream: display with four yuan LED good demand to turn

This LED needs comprehensive recovery, not only the backlight, lighting, even LED display demand than expected, driven by four yuan ultra high brightness LED needs to go Yang, crystal electric red for the first major LED suppliers, is expected to be the main beneficiaries.

Since the fourth quarter of last year, including EPISTAR, canyuan, Wang Qi, have said, LED display demand rise, incentive related grain growing demand from four yuan high brightness red LED and green LED orders into grain factory, at present four yuan high brightness LED demand continues to maintain a high profile, it's already facing supply the lack of.

Four high brightness red LED is a component of LED display, this year, demand is particularly good, not to LED lighting and backlight, led to the current purchase orders of red LED to 2 months before delivery, the purchase cost is high pad.

Industry analysis, due to the price of blue LED is better, LED epitaxial plant will be the majority of production and resource investment in blue LED, resulting in four yuan LED capacity decreased, moreover, red and blue light capacity cannot be switched to each other, even now set the equipment procurement platform, are slow to inject emergency capacity. And in the demand side, because the LED display resolution increased significantly, driven by the number of grains to enhance.

The industry refers to the crystal electric red for LED maximum rate of suppliers, maintain full use of first grand crystal electric four yuan season production capacity, better than in previous years about 60 ~ 70%, and the proportion of revenues, four yuan red proportion of its revenues of about 30%, while the proportion of revenues was significantly lower than that of blue light, but it is four yuan LED the best and most stable profit crystal electric products.

Canyuan has also benefited from the LED display, LED green demand, in order to climb, canyuan in high capacity utilization rate of pull, canyuan second quarter revenue opportunities than the first quarter growth of 50%.