On the penetration rate of LED lighting in 2014, 21

Next year, the LED lighting penetration rate will be 20, and LED has recently become a popular fried chicken in the market. Ye Yufu, who is also the chairman of Yiguang and the vice chairman of Jingdian, recently pointed out that the LED market is growing well. In terms of the wafer factory of Shangyou, Jingdian has benefited more than the mainland industry. However, there are downstream industry assessments. Next year, the top three international lighting factories will compete to launch new products, and the Taiwanese factories that undertake OEM orders from Europe and the United States will benefit. The industry expects that the penetration rate of LED lighting will reach 20 next year, and even have the opportunity to see 30. Ye Yufu pointed out that as far as the LED chip chain is concerned, the first-line factories in the mainland have borrowed from the Taiwanese industry, so that the gap between the first-line factories in the mainland and Taiwan is not large, but Jingdian still enjoys a high brand awareness. he believes that the benefit of crystal power will be higher than that of mainland factories. Ye Yufu pointed out that in addition to the impulse, the cost control of the packaging factory next year is also very important. Mastering the cost and access is the key to next year. Yiguang solid-state lighting, a 100 subsidiary of Yiguang, has a revenue of NT $1 billion in Taiwan this year and is expected to jump to NT $2 billion next year, with shipments expected to increase by 1. Five times, the company's capital is NT $0. 4 billion, which is one of the few lighting plants spanning commercial lighting, special lighting and engineering standards. Since the construction of the road is quite expensive, but starting from next year, Yiguang solid-state lighting will have the opportunity to enter the profit-making stage in Taiwan. Another downstream industry pointed out that when the penetration rate of LED lighting climbs next year, Osram, Philips and GE, the top three international lighting factories, will definitely launch low-cost lighting products. taiwan's OEM-related orders from Europe and the United States will be profitable first. The industry stressed that the Taiwanese brand will be in the impulse stage next year, and must first go through a period of pain to sacrifice profits, and stimulate the amount, so the benefit will fall behind the OEM factory next year. The industry also admits that although there is a chance to increase the lighting penetration rate next year, the main force for digesting wafer production capacity is the backlight. With the current backlight penetration rate as high as 95, the idle capacity of the wafer will improve. but I am afraid that there is still a state of oversupply.