Li Bingjie, chairman of Jingdian, said that the problem of out-of-stock shortage will not be relieved until 2012 at the earliest. He stressed that the penetration rate of LED TV will be 10% next year, and the scale of LED TV market will be 15 million next year, compared with more than 200 this year. Wantai, a substantial increase of 7 times, the market must increase at least 108 MOCVD epitaxy machines to support the new market demand, but the actual contribution of the machine will not be as expected, resulting in a significant gap in LED supply and demand.
The outside world is optimistic that the epitaxial plant is under tight production capacity, and it is expected to break the fate of the past, and the price will have a stable or slightly rising space, which will help increase the gross profit margin of the extended factory. Li Bingjie pointed out that Jingdian will negotiate with Samsung in November. It is expected that Jingdian is expected to obtain better bargaining chips and help stabilize the supply price for the next year.
Li Bingjie pointed out that the equipment capacity is limited, and the machine is installed for 3 to 6 months. In addition, the LED TV certification period takes 6 months. Under various factors, high-brightness LEDs may continue to be out of stock. It will not be able to ease until 2012 at the earliest.
He said that as long as the new machine will be stationed in April next year, the revenue contribution will fall in the following year. The estimated amount of new machines that can be contributed by each manufacturer will reach 40. That is to say, the number of MOVCDs that can be used for actual products is about 70 units.
Li Bingjie pointed out that if the growth of the lighting market is not considered, it is estimated from the growth rate of LED TV that it is estimated that an additional 240 units of the epitaxial machine will be sufficient to support the market demand before 2012. The legal person believes that the unit price of LED TV is still high, and it is still to be observed whether the penetration rate will rise to 10% in the next year.
Interpretation from the outside world, in the tight supply and demand of LED chips, the extension factory is expected to increase the price with new products, breaking the fate of falling only. Jingdian is about to negotiate a one-year supply contract with Samsung in November. The market believes that in the atmosphere of tight supply of LEDs, it will help the company to negotiate chips. In addition, Yuyuan will also adopt new products, increase the price, and benefit the performance of gross profit margin.
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