The market is concerned about the price trend of blue LEDs in the second half of the year. Even if it is optimistic about the next two to three years, it is generally conservative. Yiguang Chairman Ye Haofu is optimistic about the demand for small-pitch display screens, which has become the cornerstone of the consumption of blue LEDs.
Yiguang is optimistic about the small-pitch display. Ye Weifu refers to the small-pitch kanban, which is an emerging application under the trend of shrinking LED packaging volume. Last year, small spacing accounted for about 32% of all kinds of displays, and LED consumption was from per square meter. The 60,000 people jumped to 1 million last year, under the same area, the usage increased by more than 16 times.
Ye Qifu believes that the demand for small-pitch kanban is outbreaking. It is expected that even if the new capacity of the Chinese mainland LED factory is opened in the second half of the year, it will be offset by the emergence of new demand, and the probability of a sharp drop in prices will be small.
Since last year, the specifications for Blu-ray LEDs have begun to increase. In the first half of this year, due to factors such as exchange rate and material cost, the chip factory continued to reflect the selling price. In the second quarter, the market conditions of Blu-ray were not bad.
Jingdian also presented a full-scale grand event, but compared with the optimistic forecast that the land-based factory shouted for the next two to three years, the LED factory in Taiwan has instead focused on transformation. At present, the wafer factory is shining, Huashang, and packaging factory. Yiguang and Shunhong are both Blu-ray applications and non-Blu-ray players. The stock price has also gained market recognition and is showing a trend of resilience.
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