On April 5th, according to Taiwan media reports, Jing Bing Chairman Li Bingjie publicly shouted that the LEDs in the second quarter were very optimistic, coupled with the new production capacity of major manufacturers, in the peak season and the capacity of the new force, the LED The population of March will be expected to record a new monthly high, and the second quarter earnings report is expected to be more eye-catching than the first quarter. The legal person estimates that Jingdian, Yiguang and Dongbei have the strength to earn more than 1 yuan per share in a single season.
The penetration rate of LED TV is increasing quarter by quarter, with a 20% challenge for the whole year. The global LED TV market is 30 million to 35 million. Li Bingjie estimates that MOCVD installed before April this year will only contribute one month to this year's capacity. The number of machines that will be added to production this year is estimated to be no more than 150. The supply is oversupply throughout the year, and the supply of blue LEDs in the second quarter is still quite tight. .
In the second quarter of the crystal power industry, the blue-ray production capacity is full, and the gap between supply and demand is as high as 30% to 40% . It is understood that Samsung , a large customer, has ensured that the supply is innocent, and dispatched personnel to the crystal power to chase the production capacity, which is afraid of lack of materials. Since the second quarter of the blue LED is still the seller's market, the price of the blue LED in the second quarter is the same as the first quarter.
According to previous years' experience, the price of LEDs will not fall, and the yield will be improved. For manufacturers, the price increase will help the second quarter gross margin performance. The market expects to contribute to the new capacity investment. Jingdian, Yuyuan, Yiguang Dongbei's revenue from March is expected to reach a new monthly high.
The legal person pointed out that the utilization rate of red LED in the second quarter of Jingdian is expected to climb from the current 70% to more than 80%, and the price of Blu-ray is not loose. It is optimistic that the gross profit margin of the second quarter will remain above 30%. The legal person estimates that Jingdian has the opportunity to earn more than 1 yuan per share for two consecutive quarters. In the first half of the year, EPS has the opportunity to challenge 2.3 yuan to 2.6 yuan.
At the end of last year, the new machine entered the factory. It is expected to start production in March. The initial plan is to reach the end of the third quarter of this year. The annual growth rate of blue LED production capacity will reach 30% to 40%, and the revenue from March will not be excluded. Challenge the new height.
Billion Light's orders in March are full, and revenue is expected to hit a record high. Ye Weifu, chairman of Everlight, pointed out that LED TV backlight products have been shipped to Korean, Taiwanese and landline customers, and shipments have risen quarter by quarter. In addition, the chairman of the company, Liao Zongren, also issued a hobby, optimistic about the second quarter of revenue high.
Dongbei Optoelectronics LED TV customers continue to be full, the March revenue is expected to jump more than 500 million yuan, the monthly growth rate is as high as 40%, in one fell swoop to challenge the new high, and after the new customers join the ranks, the market is optimistic about Dongbei Revenue will go up month by month. The legal person is optimistic, Dongbei EPS sees 3 yuan to 4 yuan, optimistic about Jingdian, Yiguang, Dongbei, the first quarter of the single-quarter profit per share has more than 1 yuan.
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