Dongbei, the new century, are optimistic about next year's LED boom forecast propensity to double
On October 15th, Chairman of Dongbei Optoelectronics Wu Qinghui and Chairman of New Century Optoelectronics Zhong Kuanren said that they are optimistic about the LED industry boom next year and estimate that the growth rate of LED TV will still be as high as 50% next year.
Recently, Li Bingjie, chairman of Jingdian, pointed out that the LED TV penetration rate will reach its peak next year, but the growth rate is limited. In addition, the mainland LED factory continues to carry out the “deficit order†strategy, so the LED factory will be very hard next year. However, this statement was rated "too conservative" by Wu Qinghui and Zhong Kuanren.
Zhong Kuanren said that mainland manufacturers can only grab Taiwan's low-end market. Taiwan's extension technology is still ahead of the mainland for two years. The middle and high-end production capacity of the new century will continue to be full in the next year, and has received the top three lighting manufacturers in Japan. The long-term big order can contribute at least 50 million (NTD, the same below) to 100 million yuan in revenue in one month, and a small amount of shipment in the fourth quarter, and shipments will be enlarged next year. LED lighting shipments in the new century will be about 1 billion yuan this year, and it is expected to double next year.
At the same time, Zhong Kuanren explained that due to the mainland's subsidy policy for canceling the machine, there is almost no new capacity added on both sides of the strait. LED lighting is 10 times the demand for LED backlighting. There are still many innovative opportunities in the future, including each luminaire, application and each country. The lighting specifications are different, and the explosive power of the LED industry is just about to begin.
Wu Qinghui believes that the LED boom is still good next year. Although the penetration rate of LED TV is 70% to 80% at the end of the year, the annual average level is about 60%, and the average level of next year will reach 85% to 90%, so the growth rate. Up to 50%. Coupled with the increase in price and market acceptance of LED lighting, the growth rate will accelerate next year. Dongbei recently received large orders for LED lighting. This year's LED lighting revenue is about 1 billion yuan, and it is estimated that it will double to 3 billion yuan next year.
Recently, Li Bingjie, chairman of Jingdian, pointed out that the LED TV penetration rate will reach its peak next year, but the growth rate is limited. In addition, the mainland LED factory continues to carry out the “deficit order†strategy, so the LED factory will be very hard next year. However, this statement was rated "too conservative" by Wu Qinghui and Zhong Kuanren.
Zhong Kuanren said that mainland manufacturers can only grab Taiwan's low-end market. Taiwan's extension technology is still ahead of the mainland for two years. The middle and high-end production capacity of the new century will continue to be full in the next year, and has received the top three lighting manufacturers in Japan. The long-term big order can contribute at least 50 million (NTD, the same below) to 100 million yuan in revenue in one month, and a small amount of shipment in the fourth quarter, and shipments will be enlarged next year. LED lighting shipments in the new century will be about 1 billion yuan this year, and it is expected to double next year.
At the same time, Zhong Kuanren explained that due to the mainland's subsidy policy for canceling the machine, there is almost no new capacity added on both sides of the strait. LED lighting is 10 times the demand for LED backlighting. There are still many innovative opportunities in the future, including each luminaire, application and each country. The lighting specifications are different, and the explosive power of the LED industry is just about to begin.
Wu Qinghui believes that the LED boom is still good next year. Although the penetration rate of LED TV is 70% to 80% at the end of the year, the annual average level is about 60%, and the average level of next year will reach 85% to 90%, so the growth rate. Up to 50%. Coupled with the increase in price and market acceptance of LED lighting, the growth rate will accelerate next year. Dongbei recently received large orders for LED lighting. This year's LED lighting revenue is about 1 billion yuan, and it is estimated that it will double to 3 billion yuan next year.
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