Li Bingjie, chairman of LED epitaxial wafer company, yesterday (21) Japanese surprisingly said that the entire LED industry will be fixed in the pre-2015 map. It is estimated that there will be only two wafer factories in Taiwan. The next three, all wafer factories, packaging plants only have these two years of opportunity. As for Jingdian, Li Bingjie said that he has prepared 3 years of funds and is expected to carry out virtual vertical integration such as investment, shareholding and cooperation. Li Bingjie attended the 10th Cross-Strait Information Industry and Technology Standards Forum yesterday. He said that the LED industry is faster than the company's internal expectations. Therefore, according to the consolidation speed, LEDs will be before 2015. Basically. He pointed out that in the LED chip factory and packaging factory, there is still one Keli (one original Chi Mei Group investment) in Taiwan for one to two years. In the future, there will be only two wafer factories left. As for the mainland, there is only one The next three. As for the downstream lighting factories, they are scattered, and each place has its own local snake (LocalKing), because the market is very large, integration takes a long time. Li Bingjie believes that it is reasonable for the wafer factory to maintain a gross profit margin of 30 or more. However, even if this gross profit margin is reached, the average unit price (ASP) of LEDs will fall by more than 10 per year, and the price drop between 2011 and 2012 will even expand. Above 35, the industry still needs time to recover. Li Bingjie is still bearish on the boom in the first half of 2014. It is expected that the chip will enter the balance of supply and demand in the second half of the year. Li Bingjie also said that the LED industry has been in the process of continuous integration. In recent years, Jingdian has continued to integrate. However, because Jingdian is not optimistic about the operation mode of LED one-stop operation, Jingdian adopts the virtual integration method and has prepared funds for 3 years. Vertical integration of upstream and downstream can be carried out through investment, shareholding and cooperation. LED chips belong to the high capital expenditure industry. Even if the loss is still large, the net inflow of depreciation cash can be used every year. In the case of Jingdian, there are about 4 billion yuan (NTD, the same below), so Li Bingjie believes that the consolidation period Within the manufacturer, there will still be spare efforts for many actions. Li Bingjie recently predicted that because the lighting market is worse than expected, although the TV backlight is slightly warmer, but the fourth season is still unable to get rid of the off-season effect, the industry will return to the average of 15 to 20. The decline of the crystal itself will not exceed the previous years. In the third quarter, the industry is in a profitable state, and profitable financial statements will be paid throughout the year. According to the cycle of crystal power in the past few seasons, the second quarter and the third quarter accounted for 60% of the full year. According to the operating conditions of Jingdian in the second and third quarters, the annual revenue was about 20 billion yuan.
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