LED backlight price stabilizes, enterprises actively seize the market

The LED backlight market has stabilized this year, and the Korean manufacturers have upgraded their products and increased their outsourcing orders. In addition, the industry has undergone a weak and strong adjustment, and the backlight output value is expected to maintain high-end this year. Manufacturers with economic scale, such as Jingdian,, Lunda, have become beneficiaries and will grab market share this year. TV brand factories specialize in high-definition TVs this year to stimulate TV sales, including Korean factory Samsung (Samsung) The action is positive. In addition to pushing high-quality products, it also emphasizes the appearance of the thin shape, which is conducive to the increase in the demand for LED backlight modules to change the crystal and thin products. According to the industry, Samsung's attack on the crystal backlight module has brought benefits, including crystal power and enamel, which have entered the new product supply chain; It is understood that in order to strengthen the alliance and integration of upstream and downstream industries, Jingdian will deepen its cooperation with addisen. In addition to lighting products, there will be cooperation in the follow-up of coated crystal products. Lunda said that the coated crystal products will be mass-produced at the end of the season and are currently entering a small trial production stage. The company estimates that the relevant results are expected to be shipped in the second quarter, and the operational kinetic energy is noted. Lunda consolidated revenue in January. 0. 2 billion yuan (New Taiwan dollar, the same below) , The monthly increase of 11, the annual increase of 28, although lunar January has always been a low season, but benefited from the backlight market pull goods performance, the first quarter will get rid of the off-season effect, the company said, in lunar January, the thin straight-down backlight module has been shipped to the Japanese brand factory, and it is estimated that the follow-up pull momentum is still strong. Taiwan Optoelectronics Association (PIDA) Senior Industry Analyst Lu shaoxu said that it is estimated that the number of backlight shipments this year will decrease compared with last year, and the number of backlights will continue to decline, but after the industry has competed, many manufacturers have withdrawn from the market one after another. Those who can stand firm in the backlight market will benefit from Evergrande's trend and the benefits of economies of scale. It is expected that the average unit price of products will stabilize this year, it is beneficial for manufacturers to make a profit this year. It is expected that this year's backlight-related Taiwan factory will get rid of the fate of profit slip.