LED epitaxial wafers have developed new-style chips that can significantly reduce the cost of TV (TV) backlight modules by 30% to 40%, which will drive the penetration of LED TVs to double next year. Jingdian stressed: "The LED die next year is still not enough." Jingdian has begun to ship new models to LED TV.
Jingdian successfully developed a new style of LED chip, which has higher brightness and better efficiency, which can reduce the number of LED TVs used, reduce the cost of the backlight module factory, and also reduce the price of the new LED TV models to be launched soon. It will help stimulate consumers' willingness to buy.
Zhang Shixian, vice president and spokesperson of Jingdian, said that the new chips developed at present are more efficient and larger, which will greatly help the TV cost of terminal applications. As the chip becomes larger, the price is better, the selling price per unit area remains the same, but the overall LED TV backlight will reduce the use of 10% to 15% of the chip, the cost of the package is reduced, and the backlight module cost can be reduced by 30% to 40%. Let LED TV prices have a lot of price reduction.
Crystal's breakthrough on the chip, LED industry estimates, next year, LED backlights for TV applications will be at least doubled from 20% this year to more than 40%. Zhang Shixian said: "The chip next year is still not enough."
Zhang Shixian said that Jingdian's view on the industry next year is still very positive, so LED factories are actively reducing costs for terminal applications, and because the new models are using higher brightness and higher efficiency chips, let the industry enter the threshold of LED TV. Higher, "Even if you spend money to buy a machine, you don't necessarily get into the LED TV supply chain."
The gross profit margin of Jingdian continued to rise and fell below the market glasses. Zhang Shixian said that the main reason is that the product portfolio of Jingdian is better. In the third quarter, the ultra-high brightness red LED (UHB) accounted for 10% to 15% of revenue. %, more than 10% in the second quarter, makes the structure of gross margin better.
As for the situation in September, if you want to achieve new heights, you should "spelt" it mainly because there are three days of holidays in the Mid-Autumn Festival in mainland China. In addition to the eleven long-term, the goods must be shipped out before the 28th, so there is pressure on the shipment. However, Zhang Shixian said, but the mainland currently accounts for only about 10% of the revenue of Jingdian, and the impact will not be too great.
OVERVIEW
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