Li Bingjie, chairman of Jingdian, said that although the public is optimistic about the LED industry this year, it should be treated with caution. Li Bingjie pointed out that although the current market has quantity, but the price is not good, especially the price of electronic products has dropped by about 10% to 20% every year. LED epitaxial bargaining is quarterly, and the price of the second quarter has been negotiated, about the first quarter. Flat.
Jingdian is optimistic about the second quarter revenue, and the legal person also estimates that the second quarter is expected to turn losses into profits, but the premise is that the problem of loss of Guangjia must be solved first. Jingdian had a surplus in the first three quarters of last year, but after the merger of Guang-Guang, it fell into a loss in the fourth quarter. Last year, the EPS loss was 1.3 yuan (NTD, the same below). Guangjia had a loss of 160 million yuan in a single month last year. In the first quarter of the year, Jingdian’s revenue increased by 1.78% compared with the same period of last year. The legal person is still estimated to be in a small loss.
In view of the rising situation in the two Koreas, if the Korean industry is hit, will Taiwanese factories benefit? Li Bingjie believes that if the Korean industry is hit, it is not a good thing for LED manufacturers, because the current LED demand is still from the backlight (TV, mobile phones, tablets and laptops), and South Korea accounts for half of the market. For example, the current global TV backlight needs about 400 to 500 MOCVD machines, of which Samsung and LG account for nearly one-third or 150.
Although the market expects the lighting market, although this year is promising, Li Bingjie believes that the speed of decomposing production is too slow. For example, 2 million lamps per month are already quite large. For such a large quantity, only 10 MOCVDs are needed. The machine can be fixed.
In response to the new IFRS system this year, it is necessary to mention the loss of idle capacity. Li Bingjie said that as long as the capacity utilization rate is maintained above 85%, there is no need to mention losses. At present, it seems that Jingdian's capacity rate in April can be reached, and the second quarter remains cautiously optimistic.
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