LED market welcomes warm spring upstream and downstream plants

The LED industry has seen a dawn this year. With the simultaneous improvement of lighting and backlight, the upstream and downstream LED factories have seen a relatively neat pace of expansion this year. Jingdian, Yiguang and Lunda all have different levels of expansion plans. the second half is expected to boost note revenue. This year, Crystal Power's four-Yuan LED and blue-light LED will be expanded simultaneously. Due to the high demand for red-light LED, Crystal Power has already marked the Yuanmao photoelectric plant for expansion. The new production capacity is expected to be opened in August, with a capacity increase of 10. jingdian's Quaternary LED profit contribution exceeds 50, which is the main source of profit, and the new production capacity will be opened in August; In addition BlueRay LED in addition to new machine outside also through convertible get. can yuan monthly 350 thousand of epitaxial capacity 3rd season start can round will for Crystal OEM can round years revenue target set at 7. 5 billion yuan (RMB about 15. RMB 0. 5 billion). Yiguang used to be cautious in expanding production. This year, he is optimistic about the demand for LED lighting and backlight. The willingness to expand production has increased significantly, and capital expenditure has exceeded the past; In the second half of the year, Yiguang's crop production rate has reached 2nd. In the second half of the year, it has established a production expansion route. At the end of this year, Yiguang's monthly production capacity is 4 billion. The intention to expand production is higher than in previous years. As for Lunda, it will also open up the bottleneck segment of downstream packaging. Lunda plans to increase the capacity of SMD packaging to 1. 4 billion, with a capacity increase of 40. The capacity will be opened this quarter. have a certain degree of attention to revenue; Ronda June revenue record history High 3rd season benefit from new capacity out revenue see of.