Jingdian announced that its revenue in July this year was NT$1.667 billion, down 3.64% from June. The company’s main outsourcing OEM, Guangjing, had a revenue of NT$184 million in July, compared with June. Declining 13.2%, the legal person is expected to have doubts in the third season of the epitaxial plant in this year, but there is still a chance of single-digit growth rate in single season.
Sanan LED chip officially staged, Crystal Power Chairman Li Bingjie also bluntly said that the talents of the landline competitors will be exploited only from Taiwan, and the future technological challenges will become the bottleneck of development; while the technical energy of Jingdian continues to be innovative patents. The R&D reserves long-term competitiveness, and in the face of rival price wars, Jingdian will achieve higher cost performance with more advanced technology products. In addition, Sanan came to Taiwan to grab the market, and Jingdian was also deployed in the mainland and local lighting factories.
At present, more than 90 MOCVD machines in Sanan are producing blue LED dies, and some machines are being adjusted. They will find suitable products for production, but the capacity utilization rate is not full at present, only about half of them. The machine entered mass production. Compared with the high water level inventory in 2011, the inventory of Sanan Optoelectronics decreased significantly in 2012. Among them, the light source products used in indoor lighting products such as 3014 and 3528 are tight; in addition, the backlight epitaxial and medium power epitaxial sales situation is extremely promising.
It is understood that in addition to Delta, as long as the Taiwanese LED lighting factory intending to enter the mainland has tried to accept Sanan's products for testing. However, if Sanan's LED chips are used, the market that can enter the market is only the mainland lighting market. If you want to develop backlights, even the international lighting market, strive for international lighting manufacturers to OEM orders, Japanese, American and Taiwanese LEDs without patent doubts. Epistar suppliers still have an advantage in the short term.
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