At the shareholder meeting, Jingdian had predicted that the blue LED will still exceed 20% of the supply. However, in the second half of the year, LED packaging factories Yiguang and Dongbei have new plants, and the procurement scale of Mulinsen will increase by 20-40%. Large packaging plants use crystal power as their main source of procurement, and the expansion of the estuary helps to digest wafer capacity.
In the second half of the year, in addition to the stabilization of the price of Blu-ray chips, major packaging plants have expanded the scale of LED chip procurement. Mulinsen estimates that the purchase of LED chips will increase from 50 billion to 60-70 billion per month, which is equivalent to an increase in procurement scale. 20 to 40%, crystal electricity accounts for one-third of its supply.
Yiguang and Dongbei have a new plant entering mass production this year. The new Yiguang copper gong factory is mainly used for vehicles. Under the new factory, the LED component production capacity is estimated to increase by 25%. Dongbei also has an LED lighting factory. Into mass production, Dongbei used to purchase about 8 million wafers per month for Jingdian, which is the largest lighting purchaser of Jingdian in Taiwan.
As for the red LED part, due to patent problems, even if sensing, automotive, industrial or VR drive demand, but the land-based plant will invest resources in the blue LED, resulting in a price collapse, but the red LED has no land supply. The factory spoiled the bureau, the price unexpectedly supported, and the crystal power became the biggest beneficiary.
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