LED Epitaxial Taiwan Plant (2448) successfully developed a new style of LED chip, which can reduce the cost of TV backlight module by about 40%.
According to the high-level introduction of the crystal chip, the new model chip is more efficient, larger, and the unit price is unchanged. The chip used for the LED TV backlight can be reduced by about 15%, the cost of the package is reduced, and the cost of the backlight module will be reduced by about 40. %, LED TV price will also decrease. At present, Jingdian has begun to ship new models for LED TV.
Everyone in the industry pointed out that LED factories are actively reducing the cost of terminal applications. Since the new models are using higher brightness and higher efficiency chips, the threshold for the industry to enter LED TV will be higher. In 2011, LED TV penetration rate will be higher. At least doubled from 20% in 2010 to over 40%.
Benefiting from a good product mix, Jingdian Q3 ultra-high brightness red LED (UHB) accounted for about 15% of revenue, exceeding 10% of Q2, and gross profit margin continued to rise. Estimated September revenue, due to the mainland Mid-Autumn National Day holiday, will have a slight impact, but the impact is not significant.
Related stock price 2010/09/15 - 11:30 Jingdian TWD 91.90 (+0.44%)
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