The impact of Jingdian’s 3-4 month orders on the full-day strong earthquake remains to be seen
Li Bingjie, chairman of Taiwan's LED epitaxial/granular giants Jingyuan Optoelectronics (2448), was invited to attend the "Taiwan Industry and Technology Summit Forum" jointly organized by the Taiwan Stock Exchange and Merrill Lynch on the 15th of this month. In the first three months of this year, the production orders were full (compared to the capacity utilization rate of 70% in February, which was greatly improved). Although the price of the second season of sapphire substrate has not yet come out, in the long run, the quotation should be gradually down. .
As for the performance after May, it is necessary to observe the status of the LCD liquid crystal panel supply chain. In the short-term, Li Bingjie pointed out that the strong earthquake in Japan has already had an impact on some key component production bases of LCD, but the details are still unclear. The TV panel module must be able to ship smoothly (key components are indispensable), and the LED backlight die can be delivered normally. In the medium and long term, the situation in Japan should also have an impact on the entire economy.
As far as the supply of sapphire substrates is concerned, Li Bingjie believes that since Japanese manufacturers account for only about 20% of the global sapphire substrate supply, including Kyocera Kyocera and Namiki, the earthquake-resistant Namiki Akita sapphire substrate plant has not received too much equipment. Large damage, mainly due to power outages, can resume normal production as long as power is restored. Although Kyocera has a factory located in the hardest hit area of ​​Fukushima, it does not affect the supply of sapphire substrates because it does not produce sapphire substrates.
However, LED backlights will continue to observe shipments in the LCD supply chain as demand is placed next. Li Bingjie stressed that the TV panel module must be shipped smoothly, and the LED die can follow the shipment. For example, the earthquake in Japan damaged the ACF anisotropic conductive film (glue) factory of Hitachi and SONY, especially Hitachi ACF accounted for 50% of the global supply, but one factory is located in the disaster area. The entire Japanese ACF accounts for 70% of global supply. Whether other components have different degrees of influence remains to be seen.
As for the performance after May, it is necessary to observe the status of the LCD liquid crystal panel supply chain. In the short-term, Li Bingjie pointed out that the strong earthquake in Japan has already had an impact on some key component production bases of LCD, but the details are still unclear. The TV panel module must be able to ship smoothly (key components are indispensable), and the LED backlight die can be delivered normally. In the medium and long term, the situation in Japan should also have an impact on the entire economy.
As far as the supply of sapphire substrates is concerned, Li Bingjie believes that since Japanese manufacturers account for only about 20% of the global sapphire substrate supply, including Kyocera Kyocera and Namiki, the earthquake-resistant Namiki Akita sapphire substrate plant has not received too much equipment. Large damage, mainly due to power outages, can resume normal production as long as power is restored. Although Kyocera has a factory located in the hardest hit area of ​​Fukushima, it does not affect the supply of sapphire substrates because it does not produce sapphire substrates.
However, LED backlights will continue to observe shipments in the LCD supply chain as demand is placed next. Li Bingjie stressed that the TV panel module must be shipped smoothly, and the LED die can follow the shipment. For example, the earthquake in Japan damaged the ACF anisotropic conductive film (glue) factory of Hitachi and SONY, especially Hitachi ACF accounted for 50% of the global supply, but one factory is located in the disaster area. The entire Japanese ACF accounts for 70% of global supply. Whether other components have different degrees of influence remains to be seen.
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