LED chip prices fall again, LED factory expands transformation

Most of the revenue of Taiwan-based LED chip factories rebounded in August, which was contrary to the traditional peak season effect in the past two years. However, most Taiwan-based LED chip factories are no longer attached to LED lighting or backlight, it has been successively transferred to special applications of traditional blue light or high-order blue light applications. The LED industry experienced two consecutive years of low peak season in the previous year and last year, which LED to a heavy drop in the price of blue LED chips. Under the difficulty of the LED lighting price war, the Taiwan-based LED chip factory expanded its transformation; New Century Green LED through package plant into wear device 3rd season revenue than revaluation up to 5 ~ 10; Taigu introduced the OEM order, first seeking cash flow. Most of the revenue of Taiwan-based LED chip factories rebounded in August, which was contrary to the traditional peak season effect in the past two years. However, most Taiwan-based LED chip factories are no longer attached to LED lighting or backlight, it has been successively transferred to special applications of traditional blue light or high-order blue light applications. The new century said that this year does not pursue expansion and revenue growth, and hopes to sort out a better product portfolio under the existing revenue base, and set the mobile phone flash (Covering crystal) And CSP applications such as car headlights, special lighting and high-end TV backlight are the transformation direction, and the application of green light in wearable devices is also one of the transformation directions. Green LED is the strength of the new century. The company has entered the wearable device supply chain through LED packaging factories to measure heartbeat and pulse. The new century said that the measurement of wearable devices has its special wavelength requirements, green LED is the main component, and small delivery has begun in the last quarter of the new century. This quarter is estimated to account for 5 ~ 10 New Century speculated that 3rd season for Wear device brand new listed of peak/distribution will drive wave demand future Green LED proportion whether continue to improve also observe the brand factory of sales situation. In terms of blue-ray LED, the new century has faded out of general lighting, featuring CSP and crystal-covered packaging. CSP lamps have entered the mainland lamp factory through group power, and the new century provides high-power CSP components, delivered to the land Light Factory through group electricity. In addition new century past don't pick up OEM single 3rd season try to undertake BlueRay led oem order mainly for European and American manufacturers release of special lighting order gross margin or price were better than traditional of blueray LED application. As for Taigu, which has invested in Jingdian and Yiguang, it has been adjusting orders since last year. At present, it is still dominated by blue-green LED. Although the scale of production capacity is not large, the revenue in August has grown by 16 compared with July due to the traditional peak season effect. 31, the annual growth rate is also up to 5. 57. Taigu stressed that although the RD team is actively studying vehicles and IRLED, the transformation is not a good thing. At this stage, orders will first pick orders with better prices, and introduce OEM orders to first seek cash flow.