Abstract: the market is concerned about the price trend of Blu ray led in the second half of the year. Even though mainland funded factories are optimistic about the prosperity of the mainland in the next two to three years, Taiwan's operators generally tend to be conservative. Yiguang is a big buyer of Blu ray led. Chairman Ye Yinfu is optimistic about the explosion of demand for small spacing display, which has become an important role in consuming Blu ray L's individual paper industry to raise the price of ED production three times in 10 days
the market is concerned about the price trend of Blu ray led in the second half of the year. Even though mainland funded factories are optimistic about the prosperity of the mainland in the next two to three years, Taiwan's operators generally tend to be conservative. Yiguang is a big buyer of Blu ray led. Chairman Ye Yinfu is optimistic about the explosion of demand for small spacing display screens, which has become an important role in consuming Blu ray LED production capacity
Yiguang optimistic about small spacing has seen many buyers' displays. Ye Yinfu pointed out that fine pitch is a new application under the trend of shrinking LED packaging volume. Last year, small spacing accounted for about 32% of all displays, especially reliability experimental displays. The consumption of LED jumped from 60000 pieces per square meter to 1million pieces last year. Under the same area, the usage increased by more than 16 times
Ye Yinfu believes that the small gap has been responsible for the outbreak of demand for the premier board for 11 years. It is expected that even if the new production capacity of mainland led factories is opened in the second half of the year, it will be offset by the emergence of new demand, and there is little chance of another sharp decline in prices
in addition, more than 80% of the first batch of land-based led factories came out in shock, and the industrial order was slightly stable, which was also conducive to supporting led prices
since last year, the specification of Blu ray LED has begun to rise. In the first half of this year, due to the rise in exchange rates, material costs and other factors, chip factories continue to reflect the price upward, and the market condition of Blu ray in the second quarter is not bad. Crystal power has also been full of prosperity all the way. However, compared with the mainland funded factories' more ways of calling for prosperity in the next two to three years, Taiwan's LED factories instead focus on transformation. At present, chip factories are light and Huashang; Packaging plants Yiguang and Baihong are both blue light applications higher than non blue light, and their share prices have also been recognized by the market, showing a trend of resistance to decline
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