The LED industry has seen a dawn this year. Under the simultaneous improvement of lighting and backlighting, this year's upstream and downstream LED factories have a relatively neat expansion pace. Jingdian, Yiguang and Ronda have different expansion plans, and they are expected to be in the second half of the year. Revenue. Jingdian's four-element LED and blue-light LEDs will be expanded simultaneously. The demand for red-light LEDs for quaternary high-brightness LEDs is rising. Jingdian has already marked the expansion of Yuanmao Optoelectronics Plant. The new capacity is expected to open in August, with a capacity increase of 10%.晶电's quaternary LED profit contribution exceeds 50, which is the main source of profit. The new capacity will be opened in August. In addition to the new machine, the blue LED will also win the round through the stock exchange. 350,000 pieces of epitaxial capacity per month, starting in the third quarter, the company will replace the company for the next year, with a revenue target of 7.5 billion yuan (about 1.55 billion yuan). In the past, Yiguang’s expansion of production was cautious. This year, optimistic about LED lighting and backlight demand, the willingness to expand production has increased significantly, capital expenditures have surpassed the past; the second quarter of Yiguang’s utilization rate has reached 90%, and the expansion line has been established in the second half of the year. At the end of this year, the monthly production capacity will be 4 billion, and the attempt to expand production is higher than in previous years. As for Ronda, it will also open the downstream bottleneck. Lunda plans to increase the SMD packaging capacity to 1.4 billion, and the capacity increase will reach 40. The production capacity will be opened this quarter, and the revenue will be paid to a certain extent; Longda June Revenue hit a record high, and the third quarter benefited from new capacity, and the camp watch increased.
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