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2015

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Crystal red LED enters the Apple supply chain

2015/05/17

Source: China LED Network

※ Crystal red LED enters the Apple supply chain

The Apple Watch is on the market, and the wearable device is popular for measuring pulse, making the world's largest red LED factory crystal power exclusive business opportunities. According to reports, Jingdian has been delivered to the Japanese factory, indirectly into the Apple supply chain, accompanied by Apple's active development of health care applications, so that Jingdian's business opportunities in the four-element LED are full of imagination.

In addition to wearing watches, Jingdian is also actively developing new products this year, and by technology level, it has widened the gap with its mainland counterparts. The two secret weapons of Jingdian this year are flip chip and CSP which can drive large current. These two products have already started to ship in the second quarter of Jingdian. The internal estimate of Jingdian, the new product will account for the proportion of revenue this year. Reached 10%.

Li Bingjie, chairman of Jingdian, said that the trend of flip chip has been quite obvious and has begun to be applied to the backlight of TV. Jingdian uses technology to expand the gap with mainland competitors. For example, general LED technology is at least one year ahead of the mainland, but flip chip technology can lead two years, and the latest CSP can lead three years.

The supply chain revealed that the Apple Watch, which was launched in April, has adopted the red LED of Jingdian. The crystal chip is shipped to the Japanese packaging factory and then to the Japanese module factory, mainly supplying red and green LEDs. At present, Jingdian is the world's largest manufacturer of red LEDs, and Japan's LED manufacturer Nichia has not produced red LEDs, so it orders the crystal.

Jingdian executives are willing to comment on the Apple supply chain, only that the current measurement of pulse and blood pressure functions are measured by LED. Future health care is a feature that many wearers wear and do, and all require LEDs to transmit signals. It is understood that the application of flip-chips has re-launched this year, and South Korean manufacturers have begun to use flip-chips for TV backlighting. At present, Taiwan has the ability to produce crystal electricity and the new century.

※The crystal electric fitting and downstream application manufacturer Yuanxin Optoelectronics

Jingdian (5/28) announced that it will spend 570 million Taiwan dollars (equivalent to about 115 million yuan) to acquire ProMOS's factory building in Zhuke. The construction area of the building is about 16,000 pings. Jingdian said that in response to the expansion of demand for future operations, it is planned to relocate the R&D and operation departments that were originally dispersed in the bamboo plant to the new factory building.

※The crystal electric fitting and downstream application manufacturer Yuanxin Optoelectronics

On the 5th and 28th of the day, Jingdian announced that it has invested 570 million Taiwan dollars (equivalent to about 115 million yuan) and acquired Maode’s factory building in Zhuke. The construction area of the building is about 16,000 pings. Jingdian said that in response to the expansion of demand for future operations, it is planned to relocate the R&D and operation departments that were originally dispersed in the bamboo plant to the new factory building.

※ Edison and Jingdian teamed up to win the 60 million LED big order in India

LED factory sent a good news in India, Edison and Crystal Power teamed up to win 10 million LED bids in India, the amount of more than 300 million Taiwan dollars (equivalent to about 60.72 million yuan), the Indian market to mark 100 million this year With LED light bulbs, opportunities for Taiwanese companies have increased.

It is understood that this year's Edison car LED and Asian market orders increased, which has turned profitable in the first quarter, single-quarter gross profit margin rose from 8% in the previous quarter to 14%, the legal person estimated Edison season 2 The gross profit margin will rise again, starting from 15%.

The LED factory revealed that in this year's LED lighting market, Asian countries have a rising phenomenon, especially in Japan, the current LED penetration rate has reached 70%, and the increase in the future is limited. At this time, the Indian market has just succeeded. India will have 100 million LED bulbs this year. The first one is up to 10 million. The whole case is mainly for 50 million households. Each of them will send 2 LED bulbs for free to save electricity.

It is understood that Jingdian provides grain, and joined forces with Edison to win the Indian market. This order contributed more than NT$300 million to Edison's revenue, driving its April revenue to exceed 400 million yuan. Taiwan dollar (equivalent to approximately RMB 80.96 million).

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