IPhone is getting thinner and thinner? LED chip work must not be done
Taiwan media Xunjing electric chairman Li Bingjie yesterday (13) said Wednesday, EPISTAR, CREE from the second half of last year were cut 25%, in an attempt to stabilize the chip price, but land owned factory does not follow, still help to improve the situation of supply and demand, after EPISTAR forecast production, output will fall by 25% this year.
Li Bingjie said that since the second half of last year, there have been crystal power, Cree significantly reduced, Cree in high power chip is also reduced by 25%, in an attempt to stabilize the wafer price, although there are already two companies is significantly reduced, but Li Bingjie believes that the mainland three, Huacan etc. land owned factory did not follow up plan, not for continued production the situation of excess help.
Is the loss of the market accounted for at least half a year? Li Bingjie believes that the crystal electric due to continuous production, output this year is estimated to reduce 25%, but due to product mix adjustment, revenue market share will be flat; after the crystal electric merger can yuan, received various types of orders, the impact on the profit, while the time integrated crystal electric plant, production equipment, continuously improve production efficiency.
Last year, LED lighting chip prices fell over, has bounced up unexpectedly in March, Li Bingjie pointed out that, compared to January March price hike of about 10%, but he believes that the price rise is not a structural factor of judgment is too low because of the stock incentive covering stock buying, leading to higher prices, he believes that the whole, the price just to stabilize it, forecast this year, LED lighting penetration will push up to more than 30%, LED lighting until June is expected monthly heating.
Looking forward to this year, he thinks that the business cycle is very chaotic, and the fluctuation is not obvious in the season. But the company will actively sprint four yuan vehicle products. This year's vehicle use will account for four yuan, and the revenue will increase from last year 9~10% to 13~15%.
Li Bingjie also said that the day before the company filed a lawsuit against light Hong, mainly to see the application of LED in high power infrared products, industry will be a large number of applications of high power products, the company saw the market prospects, hope to build the patent barrier.
Crystal electric fourth quarter inventory turnover has dropped to 90 days, 110~120 days compared to the third quarter of last year has been significantly reduced, light inventory accounted for 30 days, the vehicle products are also actively preparing for the inventory, Li Bingjie believes that the current inventory level is normal, stock market loss has been listed in the fourth quarter of last year, big burden to reduce this year.
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