In order to avoid the price competition, the LED factory set the vehicle products as the transformation target. Although the orders are stable and have the endurance, the certification threshold is extremely high, and it is not easy to enter the original supply chain. This year, Jingdian (2448) and Yiguang (2393) ), Ronda (3698) and other automotive products are less than 2 digits. Brokerage estimates that Yiguang's vehicle-related revenue share is expected to increase from 4% to 6% this year, and the proportion of operations has been relatively obvious.
LED Taiwan ended successfully last week. Compared with previous years, this year's major manufacturers have emphasized the application of automotive and invisible products. Although the proportion is not high, it has been seen that the first-tier manufacturers hope to pull out a new front and dilute them. There is price pressure for LED backlight and LED lighting operation.
Jingdian pointed out that this year's highlights are LED lighting and quaternary. LED lighting is expected to be warmed up by month until June, and the price is temporarily stabilized. In terms of quaternary products, European cars are gradually using quaternary products to build cars. The internal light environment stimulates the demand for four yuan. Last year, the crystal TV vehicle sector accounted for about 9-10% of the quaternary products, and this year it is estimated to rise to 13-15%.
Based on the 5% of the revenue of the crystal power revenue calculation, the four-element LED for vehicles is estimated to account for about 3.5% of the revenue of Jingdian this year.
Ronda also exhibited IR Touch and automotive LED modules this year. The automotive LED modules initially locked in the mainland high-speed rail system. At present, the test has been started. IR Touch has introduced SMD-type modular products. The goods are supplied to Jiashida (2352), which can be used in outdoor environments such as ATMs.
Ronda has set up a new business unit. Automotive, invisible light, UV LED and other products are classified in this department. In 2014, the new business unit has just become a military. Last year, the proportion of revenue was below 5%. Ronda is estimated to reach 2019. A considerable proportion of operations is expected to climb to 10-20%.
The proportion of Yiguang Gengsheng car products is very early. Recently, the company released the three-in-one RGB LED for the car, which can be applied to the interior situation and instrument panel. The new company of Yiguang Copper and Copper will be introduced into mass production this year. One of the main products, according to the brokerage estimate, Yiguang's revenue from automotive products this year is expected to increase from 4% last year to 6% this year, and the net profit after tax will still be stable at 4 yuan.
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