A number of stocks in the LED plate were active yesterday. By the close, Jufei Optoelectronics, Lianchuang Optoelectronics, Sanan Optoelectronics and Abyson rose by the daily limit, while Jucan Optoelectronics, Huacan Optoelectronics, Liad, and Otto Electronics all rose by more than 5%.
On the news side, big factories, big brands of mini LED products into the eve of mass production. On July 19, JD.com announced that the P0.9 glass-based mini LED direct display product had achieved mass production. Samsung will release the first mini LED backlit e-sports display Odyssey Neo G9 on July 29th. Other sources speculate that Apple's new MacBook Pro with mini LED display is expected to be released this fall, while Huawei is about to release three smart screens with mini LED.
Science and Technology Innovation Board Daily combed the public reports over the past two months and found that many organizations have started intensive research ahead of time, involving all aspects of the LED industry chain. In July, compared with closed testing companies, institutions seem to prefer upstream chip and equipment companies as well as downstream display terminal companies.
From the perspective of research content, production expansion, out of stock, new display products have become the focus of attention, mini LED, price increases are high-frequency words in the research minutes.
Suppliers of LED terminal products have become popular in research.
In the LED section, Liad is the most popular company visited by organizations this month, with a total of seven surveys since July. The company said that at present, the entire LED industry is swimming from the upstream to the downstream, and its market demand has been continuously increasing, showing that the domestic order volume still continues the growth momentum of November and December at the end of last year, setting new highs again and again.
With regard to the increase in shortage and price, Liad said that the problem of shortage of drive chips is being solved one after another, and Liad can basically meet the needs of existing production, and has agreed on a new supply and settlement plan with the upstream in May to ensure supply. at the same time, the company's products have also made corresponding price adjustments. Zhouming Technology, which is also a display terminal manufacturer, said in a recent survey that the company is currently at full production level, and while the chairman personally led a team to negotiate long-term cooperation with upstream manufacturers, the company has made appropriate price adjustments for different series of products many times.
Both companies are actively promoting product upgrading. Liad's micro LED products began mass production last year, and the Lijing factory expanded to 800KK/ monthly production capacity at the end of May. Zhouming Science and Technology said that it will focus on the layout of mini LED capacity in the future, and Daya Bay Phase II will meet the capacity demand for the next three years after it is put into production.
Upstream chips and equipment are also concerned.
Jufei Optoelectronics and Jucan Optoelectronics are both manufacturers of LED chips. among the A-share companies surveyed yesterday (19), Jucan Optoelectronics and Jufei Optoelectronics are among them. since July, Jufei Optoelectronics has accepted one institutional survey, and Jucan Optoelectronics has accepted three institutional surveys.
Jucan Optoelectronics said that the company's capacity utilization has been maintained at a high level this year, with saturated orders, full production and sales, and orderly delivery. While the average sales price of the company's products has increased steadily, it has also arranged orderly production expansion, and the company will maintain the trend of continuous production expansion in the next 2-3 years.
Jufei Optoelectronics's mini products have been supplied in batches since last year. The current large supply of mini backlight products is used for TV backlight, and mini is becoming more and more acceptable in the market. Company executives say they are generally optimistic about mini LED products this year.
It is worth noting that LED equipment is also one of the key mining directions of the organization. The domestic LED solid crystal machine leader Xin Yichang accepted the research of 30 institutions on July 13-15, and the company will send the main growth point in the future to mini LED and semiconductor plate. According to its introduction, the unit price of the traditional LED double-headed solid crystal machine is about 160000 yuan, the gross profit margin is more than 30%, the unit price of the, mini LED hexagonal crystal fixing machine is about 1 million yuan, and the gross profit margin is more than 60%.
Xin Yichang estimates that the sales of mini LED and semiconductor solid crystal machines will each be about 200 million this year. In the future, as customers continue to switch from small spacing LED to mini LED, semiconductors, they will also launch devices other than solid crystal machines, and are expected to maintain a growth rate of 30% to 50% in the next 3-5 years.
