Taiwanese manufacturers slashed LED bulb shipment targets this year, and this season will be reduced by 70%, turning to high-margin LED lamps; Dongbei Chairman Wu Qinghui said that various manufacturers have explored their own positioning and slowly got rid of From the price war of land-based factories, Taiwanese manufacturers will turn over from the bottom in the next year or two. He believes that Jingdian, Yiguang, Guangbao and Dongbei are the last hills in Taiwan.
Wu Qinghui decided that this year is the transformation year of Dongbei. The transformation benefit will be displayed from the fourth season. He said that the LED industry has worked hard in the past two years, and the price of the price competition is terrible. Dongbei started the transformation and gradually abandoned the low-end market and turned to high. The order, the patent-oriented market, and return to NB, TV backlight, he believes that the LED industry is the worst, the industry will move toward higher-order, low-order polarization.
Dongbei slashed LED bulb shipment targets this year. In the fourth quarter, the monthly shipment target was reduced from 10 million to 3 million, which is equivalent to 70% of the slash, and the resources will be turned to LED lamps with better gross margin, such as flat panels. Lights, special plant lights, waterproof light bulbs, and light bulbs account for 10% quarter-to-quarter revenue.
As for the backlight market, Dongbei also refocused NB and TV backlights. Wu Qinghui pointed out that although NB's global total has not grown, but the products are lighter, more refined, improved color rendering, high resolution and other higher quality, Dongbei's current customers are mainly commercial Dell and HP, and the shipment scale will be from last year. The 10 million units have risen to 20 million units this year, and 30 million units have been seen next year. The current market share is about 30%.
TV backlight also gave up the land-based brand factory, and moved away from the price war to the international brand factory. It is estimated that the TV backlight will reach 4 million units this year and 6 million units next year, which is equivalent to 50% growth.
After this adjustment, Wu Qinghui estimates that the proportion of backlights and lighting will reach 45 to 45 next year. Compared with this year's 4-6, it has significantly lowered the light source products, and the gross profit margin of lighting is expected to increase by 10 percentage points; Under the condition of full production, the five new plants are expected to have an output value of 80 to 10 billion yuan (NTD, the same below), and have the opportunity to pay an output value of 7 to 8 billion yuan next year.
In addition, Wu Qinghui believes that Taiwanese manufacturers have gradually found their own way and slowly get rid of the price wars from land-based factories. In the next year or two, Taiwanese manufacturers will turn over from the bottom. He believes that Jingdian, Yiguang and Guang Bao and Dongbei are the last hills in Taiwan.
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