Jingdian expects grain shipments to be 562.9 billion, and where is its growth momentum? Liard and Masters have increased in the first half of the year, and the landscape lighting market has become a key factor? What is the impact of the Chinese LED industry on the 50 billion US dollar tariff list? Evergreen's automotive products have entered the European and American markets, and the competitive landscape with the mainland packaging plants has further formed. ... we will explain for you one by one!
Jingdian expects 2018 die shipments to be 562.9 billion
Zhou Mingjun, general manager of Jingdian, pointed out that there are still potential development opportunities in the LED market. For example, the demand for LED high-efficiency lamps and filament-type LED bulbs has grown significantly year by year. The penetration rate of LEDs in lighting and automotive applications continues to increase. LED plant lighting applications Gradually, the infrared (IR) LED is used in security control, smart phone sensing, and Mini LED (sub-millimeter light-emitting diode) for various displays. It is estimated that the shipment of crystal grain in 2018 is 562.98 billion.
Comments: LED general market growth is weak, GGII expects the future general lighting market growth rate will remain at around 15%. However, with the industrialization of new applications such as plant lighting, intelligent lighting, and automotive lighting, the overall market size of downstream applications will continue to grow at a high speed, which will increase the demand for LED chips.
In particular, the Mini LED chip is smaller in size and is equipped with a direct-lit backlight and area lighting technology. Therefore, the consumption of LED chips will increase exponentially and become an important application for supporting demand. As the technology pioneer of MiniLED and MicroLED in Taiwan, Jingyuan Optoelectronics is expected to use its MiniLED in mobile phone backlights and wearable devices in the second half of this year. Therefore, its die shipment situation is more optimistic.
Liard, famous family remitted in the first half of the year
Recently, Liard and Minghui have successively announced their performance forecasts for the first half of 2018. Judging from the two performance forecast transcripts, the two listed companies have achieved significant growth in net profit, and the situation is optimistic.
Comments: From the announcement of the performance increase of the two companies of Liard and Mingjiahui, the booming development of the landscape lighting market has provided a greater impetus for the company's performance growth.
Benefiting from the policy promotion support of various countries and regions around the world, the scale of the landscape lighting market will continue to increase. In 2017, the global landscape lighting market will reach 275 billion yuan. At present, the concentration of China's landscape lighting market is low, and mergers and acquisitions accelerate integration. Liard and Masters strengthen their strength and position in the field of lighting engineering through continuous integration and acquisition. With the high degree of prosperity of the landscape lighting industry expected to be further maintained, Liard and Mingjiahui can also gain greater growth momentum.
$50 billion tariff list
On June 15th, US time, the US Trade Representative Office announced a tax collection list that would impose a 25% tariff on imports of about $50 billion from China. In the early tax collection list, LEDs, PCBs, passive components, discrete devices, and semiconductor devices are included in the tax collection list.
Comments: China, as the world's most important LED industry production base, has undertaken most of the world's LED production capacity. However, it is worth noting that international companies such as OSRAM, Nichia, Seoul Semiconductor, and Jinuofei either build their own factories in mainland China or choose Chinese manufacturers to OEM. Therefore, the proportion of chips directly exported from the chip to the package is basically higher. low. Therefore, the US tariff policy has limited impact on China's LED industry.
Yiguang car products have entered the European and American markets
Recently, Yiguang held a shareholders' meeting. Chairman Ye Haofu is optimistic that the second half of the year will be better than the first half of the year. The car products have already entered the European and American first-class car manufacturers, and will start shipping in the third quarter. It is estimated that this year will contribute billions of revenue. More than 10%.
Comments: Affected by the release of China's LED packaging capacity, except for mainland China, manufacturers have shown a recession; due to the mainland government's resumption of various preferential measures, mainland manufacturers continue to accelerate production expansion and low-cost market, squeezing global LED The factory profitable space. Under this circumstance, Taiwan's LED packaging factories, including Everlight, are actively adjusting their business direction. In addition to focusing on ni-based products such as Mini LED, automotive and invisible light, the development of LED products will gradually become more and more Widespread, smart cities, smart cars, virtual reality, artificial intelligence and wearable devices are on the rise, and the demand for LEDs has also increased significantly.
Everlight Electronics is the manufacturer of automotive LEDs in Taiwan's early stage. Automotive LED equipment has occupied an important position in the company's business system. With the use of its automotive products into European and American car factories, LED LED revenue is expected to further increase this year. At the same time, due to the high gross profit of the automotive market, Yiguang's comprehensive profitability will also be strengthened, forming a differentiated competitive landscape with mainland packaging manufacturers.
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