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LEDTV factory inventory level is low, LED factory has been notified to prepare materials in the first quarter, plus LED lighting demand is better than expected, LED factory is expected to be weak in the first quarter of this year. Including Dongbei, Yuyuan, Jingdian, Ronda, etc. have emerged. Due to the large revenue base, Jingdian may still be affected by the Spring Festival effect, but the smaller scales of revenue and Dongbei will have immediate results. Currently, the two companies have confirmed that the first quarter revenue will be higher than last year. 4 seasons are good. The legal person estimates that Dongbei's seasonal growth rate can reach more than 20.
Sharp, a large Japanese system manufacturer, introduced a new technology for LED backlights in the fourth quarter of last year, using high-brightness, high-efficiency LEDs and high-color phosphors from Taiwanese companies to make the color saturation of LED backlights from the past. 65~70, raised to more than 90 in one fell swoop. As it was welcomed by the market, it made an appointment to the Taiwan factory to double the amount in the second quarter, so that the first season of the LED factory did not have a low season, and the related supply chain Dongbei benefited greatly.
Dongbei spokesperson Weng Congzhi said that in the fourth quarter of last year, Dongbei provided high-efficiency and high-color LED packaging solutions to customers' newly opened products, and the design of thin-type backlights was optimized under the price/performance ratio. Opportunities to further increase the market share of backlight products. In the first quarter of this year, in addition to LEDTV, the demand for backlights, including smartphones and tablets, rose, making orders in the first quarter more than expected. The legal person estimates that the first quarter of Dongbei LED backlights will increase by more than 20%.
Due to the ban on traditional incandescent bulbs in various countries, the 40W and 60W bulbs have been gradually phased out. In addition to the recent high energy prices, the price of LED bulbs has fallen. It has fallen to $10 in the fourth quarter of last year and has reached a sweet spot.
In addition, the demand for LED lighting is beyond imagination. The number of LEDs used in a 4-foot lamp is from 84 to 128. If there are 100 million demand in a year, there are more than 8 billion to 12 billion LEDs. It will be able to digest LED production capacity in large quantities, and LED manufacturers have exceeded their expectations this year.
Yan Feng, chairman of the board of directors, said that there was no off-season in the LED industry in 2014. For the round, last year was the bottom of the valley. This year, it will grow rapidly, and this year is expected to grow quarter by year.