Industrial policy around business opportunities LED waiting to light new business opportunities
Light-emitting diodes (LEDs) will be the direction of the future group layout. The NB backlight is about to enter full LED, which means that the LED industry will enter a high-speed growth period, and the future application areas will expand to support market sentiment. The legal person said that the first quarter of the LED group will not be weak in the off-season.
Is there an industrial policy that encourages environmental protection and energy conservation, and affects the development of the LED industry in the future? With the improvement of the light guide plate yield and the rapid decline of LED prices, the cost of NB backlight application is close to CCFL, and the market expects LED backlight penetration. The rate will rise quarter by quarter, and the penetration rate of LEDNB market is expected to rise to 15% to 20% by the end of this year. Due to the rapid expansion of LED applications, not only the small and medium-sized growth optimistic this year, NB backlights and LCDTVs are regarded as the next explosive market by the market. However, the most anticipated by major manufacturers is the lighting market, market opportunities. Quite huge, the future application field of LED can be said to be one bigger than one.
In terms of fundamentals, the upstream epitaxial plant Jingdian's January revenue was better than expected. Although there was a Spring Festival holiday in February, due to the positive customer orders, if the shipment in the second half is smooth, the February revenue will still be better. January. The legal person estimates that the current overall price pressure of LED is not large. It is only the off-season price adjustment. The estimated gross profit margin can still be maintained at 30%. If the first quarter revenue of Jingdian is down 15%, it will be about 2.48 billion yuan.
The revenue momentum of Everlight's February revenue is still strong. Due to the strong orders, it is not affected by the holiday of the Lunar New Year. The production line will work overtime and ship as usual. The estimated revenue is between 800 million yuan and 900 million yuan. In March, the LED backlight order has high visibility. In addition, March has always been a small peak season of billion light. The market expects to produce beautiful revenue results in February and March. The legal person estimates that the first quarter revenue will be only In the fourth quarter of last year, a slight decline of 5% is expected to exceed 2.7 billion yuan. As for the annual EPS, there will be 6.4 yuan.
The recent stock prices of Yuyuan and Yuhong also performed brilliantly. Due to the high-brightness blue LED yield, the main product has reached 1400mcd to 1600mcd. Due to strong market demand, the visibility of orders has increased greatly. It is estimated that the revenue in March will grow by more than 10% compared with January, and there is a chance to hit a single month. A new high in history.
As for the Hong Kong mobile phone customers and new customers backlit orders, it is expected that SMDLED revenue will grow by more than 40% this year; infrared products will benefit from increased applications, and large-scale orders continue to ferment, it is expected that product revenue will grow by about four Into; LED street lights in the growth of new and old customer orders, expected revenue is expected to double.
Is there an industrial policy that encourages environmental protection and energy conservation, and affects the development of the LED industry in the future? With the improvement of the light guide plate yield and the rapid decline of LED prices, the cost of NB backlight application is close to CCFL, and the market expects LED backlight penetration. The rate will rise quarter by quarter, and the penetration rate of LEDNB market is expected to rise to 15% to 20% by the end of this year. Due to the rapid expansion of LED applications, not only the small and medium-sized growth optimistic this year, NB backlights and LCDTVs are regarded as the next explosive market by the market. However, the most anticipated by major manufacturers is the lighting market, market opportunities. Quite huge, the future application field of LED can be said to be one bigger than one.
In terms of fundamentals, the upstream epitaxial plant Jingdian's January revenue was better than expected. Although there was a Spring Festival holiday in February, due to the positive customer orders, if the shipment in the second half is smooth, the February revenue will still be better. January. The legal person estimates that the current overall price pressure of LED is not large. It is only the off-season price adjustment. The estimated gross profit margin can still be maintained at 30%. If the first quarter revenue of Jingdian is down 15%, it will be about 2.48 billion yuan.
The revenue momentum of Everlight's February revenue is still strong. Due to the strong orders, it is not affected by the holiday of the Lunar New Year. The production line will work overtime and ship as usual. The estimated revenue is between 800 million yuan and 900 million yuan. In March, the LED backlight order has high visibility. In addition, March has always been a small peak season of billion light. The market expects to produce beautiful revenue results in February and March. The legal person estimates that the first quarter revenue will be only In the fourth quarter of last year, a slight decline of 5% is expected to exceed 2.7 billion yuan. As for the annual EPS, there will be 6.4 yuan.
The recent stock prices of Yuyuan and Yuhong also performed brilliantly. Due to the high-brightness blue LED yield, the main product has reached 1400mcd to 1600mcd. Due to strong market demand, the visibility of orders has increased greatly. It is estimated that the revenue in March will grow by more than 10% compared with January, and there is a chance to hit a single month. A new high in history.
As for the Hong Kong mobile phone customers and new customers backlit orders, it is expected that SMDLED revenue will grow by more than 40% this year; infrared products will benefit from increased applications, and large-scale orders continue to ferment, it is expected that product revenue will grow by about four Into; LED street lights in the growth of new and old customer orders, expected revenue is expected to double.
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