Affected by the number of working days in February, LED factory revenue in February showed a monthly decrease, but the annual growth rate of downstream packaging indicators such as Yiguang and Ronda was still close to 20%. As TV LED backlight demand has begun to return to temperature, LED The penetration rate of lighting has increased rapidly, so the overall LED industry will rebound significantly, with the first sapphire substrate being the first to report.
Mainly supplying crystal chip, new century and other LED chip factory patterned sapphire pointer factory Ruijie general manager Hong Wenqing said yesterday (9) that can not underestimate the explosive growth of this wave of LED, the current situation can see the LED industry has arrived in spring Ruijie's operation this year will be better than last year.
The legal person estimates that Ruijie's March revenue can rebound to 200 million yuan (NT$, approximately RMB 39.74 million), and monthly revenue will grow by 20% to 30% month by month. Set a new record high. The same supply of PSS's Zhaoyuan, the operating growth momentum is similar to Ruijie, yesterday, the Apple Watch uses the sapphire panel, the stock price rushed to stop. The sapphire industry said that as the new application of sapphire increases, it will have a crowding effect on LED applications, so it has recently smelled a little "tight".
The largest buyer of upstream sapphire substrates in LED applications comes from Jingdian, and the operation of sapphire plants jumps, and the performance of reactive crystal power is about to take off. Zhang Shixian, deputy general manager of Jingdian, said that the visibility was good in March, and the capacity utilization rate rebounded to over 80%, mainly because high-end demand exceeded expectations, and the LED industry will see a significant recovery.
Ronda also has a clear rise due to the CREE order, and the director of Ronda said that with the new TV model backlights and European and American customers lighting new product orders, the Cree cooperation products are expected to start delivery in the first quarter. This year's operation is expected to rise quarter by quarter.
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