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This year, the demand for LEDs has rebounded comprehensively. Not only the backlight and lighting, but also the demand for LED display screens exceeded expectations. The demand for ultra-high-brightness LEDs in the quaternary is rising, but it is limited by the producers. Hong Qi said that the order of the four-element high-brightness red LED will not be picked up until June, and the procurement cost is much higher. As for Jingdian, the largest supplier of red LEDs, it is expected to be the main beneficiary.
Since the fourth quarter of last year, including Jingdian, Yuyuan, Hongqi, etc., it has successively indicated that mainland LED display screen demand has risen, stimulating demand for related crystal grains, and orders from quaternary high-brightness red LEDs and green LEDs are poured into the crystal. At the grain factory, the demand for quaternary high-brightness LEDs continues to be high, and buyers are already facing insufficient supply.
Hong Qi pointed out that the quaternary high-brightness red LED is the component that constitutes the LED display screen. This year, the demand in the mainland is particularly good, no less than LED lighting and backlight, which leads to the current purchase of red LEDs for 2 months before the goods can be picked up. The cost has been raised.
According to industry analysts, due to the relatively good price of blue LEDs, LED epitaxial wafers will invest most of their production capacity and resources in blue LEDs, resulting in a reduction in the production capacity of quaternary LEDs. Furthermore, red and blue light capacity cannot be switched to each other, even if the equipment is now ordered. Purchasing the machine, the production capacity is not alleviated. On the demand side, the LED display screen is greatly improved in resolution, which drives the increase in the number of crystal grains.
The industry pointed out that Jingdian is the largest supplier of red LEDs. In the first quarter, the capacity utilization rate of the four-element production line of Jingdian maintained a full load, which was better than the previous 60-70 situation, and in terms of revenue share, the four yuan red light It accounts for about 30% of its revenue. Although it is significantly lower than the revenue of Blu-ray, Quaternary LED is the best and most stable product for crystallizing electricity.
Yuyuan also benefited from the demand for LED display on the mainland. The green LED order climbed, and the legal person expected that the round-robin capacity in the second quarter will increase by 50% compared with the first quarter.
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