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The LED backlight market has stabilized in price this year, as well as the upgrading of Korean manufacturers' products and the increase in outsourcing orders. In addition, the industry's backlight output is expected to remain high this year. Manufacturers with economies of scale, such as Jingdian, Handan and Ronda, have become beneficiaries and will grab the market share this year.
This year, TV brand factory specializes in high-definition TV to stimulate TV sales. Among them, Samsung Samsung is the most active in its action. In addition to pushing high-quality products, it emphasizes thin and beautiful appearance, which is beneficial to LED backlight modules. The demand for flip chip and thinner products has increased. The industry said that Samsung's attack on the flip-chip backlight module has brought benefits, including crystal power and silicon, which have entered the new product supply chain. It is understood that Jingdian is strengthening the integration of upstream and downstream industries and deepening cooperation with Edison. Development, in addition to lighting products, the success of flip chip products will be possible.
Ronda said that the chip-covering products will be mass-produced at the end of the first quarter, and it is currently entering a small-scale trial production stage. The company estimates that the related performance is expected to be released in the second quarter. Ronda's consolidated revenue in January was 1.22 billion yuan (NTD, the same below), with a monthly increase of 11 and an annual increase of 28. Although the first month of the month has always been a low season, it is better to benefit from the backlight market, and the first season will get rid of the off-season effect. The company said that the Yuanyue thin-type direct-lit backlight module has been shipped to the Japanese brand factory, and it is estimated that the subsequent pull-in kinetic energy is still strong.
Lu Shaoxu, senior industry analyst at the Taiwan Optoelectronics Association (PIDA), said that the number of backlight shipments is expected to decrease this year, and the number of backlights continues to decline. However, after the industry has been competitive, many manufacturers have gradually withdrawn from the market. At present, those who can stand firm in the backlight market will benefit from the trend of the market, and the benefits of production economies of scale. It is expected that the average unit price decline trend will stabilize this year, which will help manufacturers to increase profits this year. The factory will get rid of the fate of profit slippery.
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Changzhou Chengxin Metal Products Co., Ltd , https://www.chengxinsteeltube.com