Ronda: 40% of LEDs in 2015

The LED lighting market has grown rapidly, and the backlight has become the main force supporting LED revenue. Ronda has pushed the products and actively developed the lighting market. In 2014, Ronda scored major brands in Japan, the United States, Europe and other markets. Beginning to continue fermentation, it is estimated that the proportion of lighting products this year will grow by 10% compared with last year, accounting for 40% of the proportion of revenue; the legal person estimates that as demand rebounds, Ronda's revenue is expected to recover quarter by quarter.

Due to the decline in the price of terminal lighting products, stimulating a large demand for LED lighting market, Lunda pointed out that 2014 lighting accounted for about 30% of Ronda's revenue. With the major brands in Japan, the US, Europe and other markets last year, this year will be The beginning of fermentation, and the North American lighting market is the main market for the development of Ronda this year, so the proportion of lighting revenue this year is expected to increase to 40%.

Ronda pointed out that the bulb part will focus on the North American retail market, including replacing 40~75 watt LED products. In the tube product, the electronic ballast compatible lamp (eT8) is also developed for the North American market. Other products, such as decorative light bulbs and DOB (Driver on Board) module products, will lock into the North American market.

As for the backlight production, since the fourth quarter of last year, international brands and Chinese brands actively pulled stocks of stocks, making the overall market show a weak effect in the off-season. Although the price of LED backlights is still falling, the strong demand makes the LED backlight market have support. Dalongda pointed out that TV is still a large-scale estuary in LED backlight applications, and this year it still focuses on direct-type models.

Ronda pointed out that with the launch of new models of international brand factories, the use of White Chip die-level packaging technology will also be mass-produced this year, which can reduce the number of LEDs used and reduce the thickness of the whole machine. In addition, the demand for low-light eye-protection models is also quite high, especially in the mainland China and Japan markets; the application in the mobile phone segment has also increased in response to the growth of the smart phone market.

In line with the growth of terminal demand, this year, in addition to Everlight announced that it will invest 30 billion yuan in the next three to five years, and start large-scale expansion operations in Taiwan, Dongbei responded to the demand for orders, and the expansion effect last year began to emerge. After the expansion of packaging capacity in the second half of 2014, Ronda's production capacity has been gradually improved. The current monthly production capacity has increased to 1.4 billion units, and has continued to contribute revenue since last year.

In addition, Ronda has also expanded its production capacity from the previous stage of epitaxial and die production capacity in the fourth quarter of last year. At present, the monthly production capacity is calculated by 2 inch epitaxial wafers, about 300,000 pieces. In addition, Ronda is optimistic about LED in other applications. The development of the field, this year will start in the special application needs of car lights, UV ultraviolet light, IR infrared, etc., and gradually launch new products and explore relevant markets.

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