LED needs comprehensive recovery this year, backlight, lighting not only, even LED display demand more than expected, high brightness LED drive four yuan have gone up demand, crystal electricity for the red light LED the first big supplier, expect will be the main beneficiaries.
Since the fourth quarter of last year, including crystal electricity, ladies, macro, etc., have said the mainland LED display requirements, incentive related grain high demand, high brightness LED red light and green light from four yuan LED order into grain factory, now four yuan high brightness LED demand continues to maintain the upscale, purchaser has been facing a shortage of supply of goods.
High brightness LED red light is comprised of four LED display components, especially good mainland demand this year, as the LED lighting and backlight, LED to the current order purchase red light LED to two months before you can pick up the goods, purchasing cost is higher.
Industry analysis, because the price of the blue LED is good, the LED epitaxial factory will most investment capacity and resources on the blue leds, lead to four yuan LED capacity decreased, moreover, red and blue capacity cannot switch to each other, even if now set equipment purchase the machine, the capacity injections are painfully slow. And on the demand, because the LED display resolution, grain number.
Industry refers to the crystal electricity for the red light LED the largest suppliers, 1 quaternary JiJing electricity production line capacity to maintain full load, about 60 ~ 70% better than in previous years, and will look to revenue, quaternary red light which accounts for about 30% of its revenue, while significantly lower than the blu-ray revenue, but the four leds is crystal electric gains the best and most stable products.
Ladies round demand LED display also benefit from the Chinese mainland, the green LED order, ladies circle under the higher capacity utilization, ladies round 2 revenue opportunity than first quarter growth of 50%.

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