Taiwan LED chip factory adjusts product structure to diversified development

Taiwan LED chip factory has been actively reducing the proportion of traditional blue LEDs this year. At the end of the year, Quaternary LEDs have risen to 25-30%; the total area of flip chip package (FC) and wafer level package (CSP) will exceed 10%, equivalent to Traditional blue LEDs are pressed to within 60%; in the new century, traditional blue LEDs are pressed to 5 to 60% because they are transferred to vehicles and wearable devices. Taiwan LED chip factory has been actively reducing the proportion of traditional blue LEDs this year. At the end of the year, Quaternary LEDs have risen to 25-30%; the total area of flip chip package (FC) and wafer level package (CSP) will exceed 10%, equivalent to Traditional blue LEDs are pressed to within 60%; in the new century, traditional blue LEDs are pressed to 5 to 60% because they are transferred to vehicles and wearable devices. The chip factory said that the application of traditional blue LED mainly refers to the blue chip of parallel wire-package, the price is still in a downtrend, mostly used in LED lighting, TV backlight, especially LED lighting accounted for 45% of the overall proportion, the price is low The pressure of the chip factory, but in the FC, CSP and other Blu-ray-based applications, the gross profit margin is relatively supportive, is a piece of work that can be cultivated. Judging from the layout of major Taiwanese chip factories in China this year, there is no plan to augment the new machine. Instead, the product structure has been adjusted instead. In the fourth quarter, the proportion of traditional blue LEDs has been effectively adjusted. Jingdian believes that the CSP production time is later than expected. 

This year, the market has taken off significantly. Under the CSP chip, TV factory and high-end mobile phone flash have been successively launched. In the second half of this year, the total CSP and FC chips of the crystal power industry have exceeded 10%. As for the quaternary LED, the order visibility is still high. In addition, the company will start the expansion of the quaternary LED this year. It is estimated that the proportion of the ternary LED will be expected by the end of this year. From 20 to 25% climbed to 25 to 30%. The legal person expects that the revenue of Crystal Power in September should be able to maintain high-end. Although it is difficult to transfer profits in the whole year, it is expected that there will be fire risk claims in the third quarter, and there should be an opportunity to fight the losses in the single season. In the new century, this year, the product structure was mainly adjusted. In particular, the green light chip entered the wearable device supply chain. The revenue of the previous quarter was estimated to be 5-10%. In addition, the blue LED focuses on CSP and FC, and enters the automotive lamp market through group electricity. The lighting focuses on commercial lighting with stable price and mobile phone flash. According to the statistics of the new century, the proportion of traditional blue light has been compressed to 5 to 60%. It is significantly lower than the 8 to 90% of the heyday. In addition, there are also chip factories that have all transferred into quaternary LEDs, such as Huashang to retain vitality, and transfer all the production capacity into quaternary red and yellow LEDs. I hope that IRLEDs in iris recognition can break through. The company believes that land-based factories and Japanese companies The factory's involvement in quaternary LEDs is small, and the specifications are small and diverse, making it difficult to step into the price competition.

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