LED market demand is not good for the low season


Recently, the LED market demand is getting better and better. The average power utilization rate of the wafer leading factory is almost full. The quaternary high-brightness LED utilization rate is 100%, and the blue LED production rate is over 90%. The production line will work overtime. In response, the scene of overtime work in the off-season re-emerged in 2009 and 2010.
The first season is the traditional off-season of the LED industry, but this year is particularly different. Jingdian said frankly that the order visibility of the fourth quarter of last year and the first quarter of this year was much better than expected. The first quarter of the crystal power ternary high-brightness LED epitaxial The process is fully loaded, obviously better than the 60-70% level in previous years, and the blue LED production rate is also over 90%, and even the New Year will work overtime, the entire first season can maintain full load, the visibility of the economy is better than expected.
For crystal analysis, the demand for quaternary LED is driven by the mainland LED panel. As the resolution of the panel is increased, the demand for quaternary LED chips is driven. The panel is mainly composed of red, green and blue light, and the blue light is also pushed up. LED demand, in addition, LED lighting demand is clear, backlight demand rebounds, it directly pulls up the blue LED production rate.
Affected by IFRS accounting principles, Jingdian submitted financial evaluation losses in the third quarter of last year. Even if the industry profited, the net profit after the first three quarters of Jingdian was only 14 million yuan (NTD, the same below), per share. After-tax net profit of 0.02 yuan, almost close to the loss; the fourth quarter of last year, the company's share price reached 57 yuan, while the domestic convertible corporate bond (CB) set at 48 yuan, the probability of financial evaluation loss backlash is very small, so the legal circle According to calculations, Jingdian’s financial report last year is expected to be between small profits and small losses.

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