Jingdian Li Bingjie: LED chips are still out of stock by 2010


Reports from the Taiwanese media, LED stocks Wang Jingdian (2448-TW) today (29), the stock price has hit a new high since the listing, all the way to the daily limit price of 112.5 yuan rushed, the highest to 112 yuan, driving LED stocks rose , become the red spot of the disk. Regarding when the market is concerned about the shortage of LEDs, Li Bingjie, chairman of Jingdian, said that it is still very short in the year of Ming (2010).

LED large-size backlight application growth trend is strong, Samsung (Samsung; 005930-KR) LEDTV hot sale makes LEDs attract attention, the market continues to be out of stock, for the shortage of production capacity, Li Bingjie to the NB market next year, the demand for LED is about 250 It is estimated that the LED factory needs to add at least 140 MOCVD equipment, and the full-capacity production is sufficient for the whole year, and this only refers to the NB market, excluding TV and other applications.

Li Bingjie further pointed out that the current MOCVD equipment has placed more than 200 orders, and it is actually possible to pull less than 100 production lines next year, but only the machines that were pulled in before April-May will contribute to next year's production capacity, while the previous equipment Due to the financial storm hitting the layoffs, the LED industry boomed and the delivery time of new equipment was longer than ever, making the overall contribution of the new equipment to a limited extent next year.

LED out-of-stock gap is still very large, and Samsung and other LED customers will re-negotiate at the end of the year, including new prices and quantities. The market believes that LEDs have the possibility of price increases, but Li Bingjie said that the price is flat, LED manufacturers usually Will push new products to raise the unit price, but the price of old products does not change.

More than 30 new equipment and machines from Jingdian will be installed in August. The new capacity is expected to be added in November. It is estimated that all production capacity will be released before July next year. Li Bingjie predicts that the production capacity of crystal power will increase by 40% compared with this year. However, he also admitted that due to the continuous full capacity of production capacity, new capacity has not yet joined, the September revenue growth is higher than the August growth, but in October the four yuan LED into the peak season, the operation is expected to warm up.
(Edit: Sandwich)

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