According to news reports in mid-September, the LED industry was stopped by the China Energy Conservation and Benefits Subsidy Policy in the first half of this year. The LED backlight market in June and July turned weak, but the lighting orders were released in the second half of the year, and some TV manufacturers The eleventh holiday season is coming, and the backlight inventory has begun to be replenished. Some chip manufacturers have begun to feel signs of market recovery. The LED market performance may show that the peak season is not strong in the third quarter, and the market is not weak in the fourth quarter.
Li Bingjie, chairman of Jingyuan Optoelectronics, said that Jingdian will attack the mainland market in a way that is in line with China's information electronics strategy alliance. The production capacity of its joint venture development will increase by more than two times by the end of next year, when the market will be in the mainland. The rate will surpass Sanan and Dehao Runda and become China's largest LED epitaxial wafer factory.
As China Information Electronics Group has the world's largest TV factory TPV, China Information Electronics has recently entered into commercial and home lighting with Philips. Crystal is the main LED epitaxial and die supplier and is expected to benefit.
Li Bingjie stressed that the penetration rate of LED in lighting will reach 20 or more next year, which is more than this year. When LED enters the era of lighting, the market share of grabbing is very important. Therefore, Jingdian will adopt two strategies at present, and it has patents in global demand. The LED die will be dominated by the crystal power. As for the market where the price war is played in the mainland, the crystal power is mastered through strategic alliance.
Li Bingjie revealed that in the past, Jingdian has cooperated with China Information Electronics to develop crystal, and will actively expand production. The development of crystal is jointly funded by Jingdian and China Information Electronics Industry Group. China Electronics holds 50% of its shares, and its crystal power is 40. The other 10 are It is held by Yiguanjing, a group of Yiguang, Jingdian and Guanjie. At present, there are 30 MOCVD machines in the development of crystal, and will be developed to 100 machines by the end of next year. Li Bingjie said that in addition to the development of crystal is the important base of crystal power in the mainland, Jingdian has 60 machines in the two joint ventures in Changzhou and Shandong. By the end of next year, the supply of crystal power in China will have 160 machines. This production scale will exceed San'an, the largest factory in China. In the past, Jingdian had the first place in the Chinese market. With Sanan's encroachment, Jingdian relegated to the second place, but in the future, Jingdian will rely on the development of crystal to regain the first throne in China.
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