From March to April, the TV backlight LED stocking period was entered. Since the global MOCVD was only 100 units last year, the wafer processing capacity of the front section of the crystal blue LED was tighter than that of the previous year. The crystal power has been partially expanded. The production plan is expected to open new capacity in the second quarter, and the price pressure on blue LEDs will be reduced.
Jingdian said that after the Lunar New Year, the demand for back-up of TV backlights for customers has returned. It is much better than the demand for stocking last year after June, but the global new capacity is very small, coupled with the reduction of production and selective orders. Blu-ray wafer wafer production capacity is tight, Jingdian is currently based on customer relationship, product portfolio considerations, blue light price pressure has been greatly reduced.
In 2016, the global LED chip factory expanded its production conservatively. Only 100 MOCVDs were added globally. Compared with 200 in 2015, it is almost a waist. According to the estimation of Jingdian, there are about 200 new machines in the world, although they are more than last year. Times, but Jingdian believes that compared with 3,000 to 4,000 machines worldwide, the capacity increase is extremely small, and the expansion also represents new demand.
Every year, new LCD TVs are usually distributed in the second quarter. The stocking tide of LEDs will emerge in March-April in advance. In addition, the LED display and the demand for mobile flashlights are growing, which is the main reason for this wave of blue-ray wafers. .
According to the forecast, the annual growth rate of LED display will exceed 20% by 2020. Whether it is a small-pitch display, indoor or outdoor display, it will eat a lot of capacity, plus expansion and control, it is estimated that the first half of the blue light The wafers may be in a tight state. The company will have a partial expansion plan. With the fire insurance claims acquired last year, the new capacity will be gradually released in the second quarter of this year.
Jingdian has implemented a 25% production reduction plan since the fourth quarter of the previous year. Last year, it actively organized various factories to improve operational efficiency. In the first quarter of this year, the utilization rate was relatively low, and the gross profit margin has not increased significantly. However, the second season began. As the rate of activity climbs, gross margins can experience significant progress.
As for the quaternary LED part, it continues to maintain high visibility. The drop in the off-season is not large. The order can still be maintained at 7 to 80% of the peak season. However, the quaternary LED application is scattered, such as the large number of automotive customers and the dispersion of IR LED customers. It also has a highly customized feature, so the crystal power will be very cautiously expanded. In the future, as long as the MOCVD process is used, the crystal will be considered.
HDI is the English abbreviation for High Density Interconnector. High-density interconnect (HDI) manufacturing is one of the fastest growing areas in the printed circuit board industry. From the first 32-bit computer from HP in 1985 to the large client server with 36 sequential multi-layer printed boards and stacked micro-vias, HDI/mini via technology is undoubtedly the future PCB architecture. Smaller ASICs and FPGAs with smaller device spacing, I/O pins, and embedded passives have shorter rise times and higher frequencies, all of which require smaller PCB feature sizes, which drives Strong demand for HDI/mini vias.
HDI process
First-order process: 1+N+1
Second-order process: 2+N+2
Third-order process: 3+N+3
Fourth-order process: 4+N+4
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