Due to the small-pitch display, as the resolution continues to increase, the amount of LED chips will be driven, and the demand for red LEDs will rise. Since last year, Jingdian has maintained strong demand for quaternary LEDs, and the curve of demand drop in the first quarter of this year has eased. It is also one of the main reasons why Jingdian is optimistic about quaternary LEDs.
At the same time, the current optimistic four-element emerging applications, including mobile phone import iris recognition, AR, security monitoring, night vision and sensing functions. New market demand also puts a lot of pressure on small-pitch LEDs.
IR (infrared sensing) applications, due to the new application of VR heads up, a VR device requires 30 to 40 IR LED sensors to stimulate the four-element usage. In addition, the demand for airport security control sensing is strong, and the demand for mobile phones, wearable devices, and industrial sensing is also increasing simultaneously, which has the effect of pushing the four-element LED.
In response to the demand for quaternary LEDs, Jingdian began to expand its production plan from the second quarter of last year. Even if the new capacity has been released, it is still insufficient. At present, there are 47 sets of quaternary machines and 13 sets of old crystal plans. The Blu-ray machine turned into a four-element LED, which is also a rare four-yuan expansion plan in recent years.
Zhang Shixian, vice president of Jingdian, said that Jingdian was surprised by the demand for this wave of quaternary LEDs. For several years, the situation of ordering orders has not been seen. Customers are waiting to grab capacity. It can be said that it is out of stock now.
At present, Jingdian accounts for 20-25% of its revenue. The main focus is ultra-high brightness red LED, which used to belong to the niche market, but the price of IR LED is several times higher than that of the same size blue LED, resulting in four yuan. LEDs have always been a stable source of crystal power and a major source of profit.
As a leading supplier of LED display chip market in China, Huacan Optoelectronics owns high-quality customers such as Liard, Mulinsen and Zhouming. The industry's first market share for small-pitch display-specific chips continues to grow.
In 2016, the demand for LED chips continued to grow, and Huacan Optoelectronics' production and sales increased steadily, further consolidating the company's dominant position in the market. In particular, benefiting from the rapid growth of the demand for small-pitch display screens, the company's products in the display segment market show a prosperous situation of both production and sales.
Huacan Optoelectronics expects to expand production by 100% in 2017. The production capacity will reach 1.4 million pieces/month at the end of this year. The company's display chip is the leader in the segmentation industry. At the end of 2016, the market share is 50%. Small-pitch chips continue to grow at a high speed. This year's expansion is 62.5%.
As a small-pitch RGB lamp bead package faucet, Guoxing Optoelectronics closely follows the market to rapidly expand its 1010 lamp beads. In April and October 2016, the company invested 240 million yuan and 400 million yuan respectively to expand the packaging and component projects. At present, in the company's package products, white light and RGB packages each account for half. Among them, the RGB package gross margin is higher than the white package.
With the rapid development of the small-pitch display market in 2016 and the rapid decline of the lamp-to-bead spacing, the 1010 lamp bead is in short supply, the market gap is large, and the gross profit margin is high. In addition, compared with traditional outdoor displays, small-pitch LEDs have higher maintenance costs in the future. Therefore, downstream manufacturers have higher quality requirements than traditional RGB lamp beads and white light beads.
From the perspective of downstream demand, medium and large-scale LED display manufacturers are generally in full capacity.
Zhou Ming Technology (300232) recently responded that due to the high density of small pitches, each square meter will occupy more capacity of SMT placement machines. The company's current production capacity has been greatly eased compared to last year, but still can not fully meet the current order growth rate.
According to industry insiders, the technical barriers to small-pitch LED displays are high, and enterprises in the traditional display industry are difficult to cut in, and industry concentration is rapidly increasing.
Next, with the sharp drop in cost and continuous improvement in display performance, the small-pitch LED display industry is experiencing explosive growth and is in short supply. Small-pitch LEDs are replacing the DLP and other splicing screens in the market, and currently only replace about 20%.
As a leading company of downstream small-pitch LED display, Liard's 2016 semi-annual report shows that the company achieved operating income of 1.732 billion yuan in the first half of the year, an increase of 188.44% over the same period of the previous year; net profit attributable to common shareholders of listed companies was 184 million. Yuan, an increase of 125.67%.
Its small-pitch TV newly signed a single 1.1 billion yuan, an increase of 104% over the same period last year, and the gross margin of small-pitch TV remained at 39.78%.
The rapid growth of orders has also led to a situation where the supply of lamps is in short supply. According to the latest three quarterly reports of Liard, the newly-set LED small-spacing in the first three quarters was 1.24 billion, up 75% year-on-year, but the order was lower than the company's expectation. The main reason was not the slowdown in market demand, but the serious supply of upstream lamp beads. insufficient.
At the same time, the rise of special-shaped screens and transparent screens has also put forward more new requirements for LEDs.
This month, Liard’s small pitch on the surface of the show has not yet been market-oriented, but it is also a new and innovative direction, combining curved surfaces with LED displays, which means that the sophisticated HD display and the appearance of creativity The combination is more suitable for human eyes and the display effect is excellent.
The development of small-pitch LED display can be divided into two stages: the first stage is to solve the problem that can be used, and the core technology breakthrough is reflected in the pixel pitch being reduced to less than 2 mm, and mass production of P1.5 and P1.2 products; The second phase of the development of small-pitch LED displays is primarily to provide higher product reliability and visual experience.
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