When the world's three major lighting factories use high-power LEDs for lighting, Cree in the United States launched a $13 8- to 9-watt LED bulb instead of a 60-watt tungsten lamp in March this year, using medium- and low-power LEDs. Compared with large manufacturers such as OSRAM and Philips, which sells for US$20, it is competitive. Since the medium-power LED will be quickly applied to LED bulbs and lamps, it is estimated that the price of an LED bulb will fall below US$10 next year. To make the LED lighting penetration rate rise sharply. It is understood that the proportion of future power LEDs used in LED lighting will rise rapidly. Therefore, Philips, Osram and singular lighting manufacturers are looking for Taiwanese manufacturers as a platform for cooperation, benefiting the biggest first push of Jingdian, Yiguang, Ronda.
Zhang Shixian, deputy general manager and spokesperson of Jingdian, said that Taiwanese manufacturers used to develop backlights for TVs and tablet computers with mobile phone backlights, headlights, and monitor backlights. These are low-power LEDs. When lighting is replaced by medium power, it is the strength of Taiwanese manufacturers.
When the medium-power LED goes to the TV application, the price has been falling in the past two years, and the customer's luminous efficiency is increased by 10% to 15% per year, which makes the price-performance ratio of the medium-power LED higher, and the medium-power LED has the benefit of light source dispersion. Used in fluorescent tubes and bulbs, it also has the advantage of accelerating the penetration of medium power LEDs.
It is understood that Ronda's OEM orders from Europe and the United States have also increased in the near future. In the past, Ronda has received orders from Japan, and European and American lighting manufacturers have also become Taiwan's partners in order to increase their advantage in the channel.
Ronda's European and American orders have a better gross margin than Japan's orders, and the future is conducive to the improvement of gross profit margin. The legal person estimates that Ronda's annual net profit per share (EPS) will be between 2.4 yuan and 2.5 yuan. .
The LED industry said that the trend of LED lighting has become quite obvious this year. Instead, the backlight market has been booming. Before this year, the operating rate of new homes in the United States went up, and the demand for LED lighting at home increased significantly. LED lighting moved from commercial photography to home lighting. Coupled with the penetration of medium-power LEDs, the price of the terminal will decline, and the growth of LED lighting will be considerable next year.
Zhang Shixian said that medium-power and low-power LEDs have replaced many lighting applications. This year, in addition to the application of bulbs and fluorescent tube lamps, the 300,000-inch LED street lamps sold in Taiwan, most of which are medium-power. LED.
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)
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