Taiwan Guanglei is expected to seize the Olympic LED billboard business opportunities


In 2008, the Beijing Olympics put forward three concepts of “Green Olympics, High-tech Olympics, and Humanistic Olympics”, and invested 180 billion yuan. LED display panels will be set up in Beijing, Dalian, Tianjin and other cities, and industry researcher Cai Yizhen estimates that by 2010 At that time, China's high-brightness LED display kanban market reached 12 billion yuan, of which Taiwan's LED manufacturers are better than the mainland in terms of technology and price for about five years. Taiwanese manufacturers are most optimistic about Guanglei to seize this kanban business opportunity.

Cai Yizhen said that China's LED display kanban is mainly used in sports to taste large-scale activities and highways. In the Olympics, new business opportunities will be activated next year, and China's first-tier cities will switch to LED display kanbans. At the same time, LED advertising and display kanban will enter the rapid growth period. It is estimated that by 2010, China's high-brightness LED billboard market will reach 12 billion yuan, accounting for about 30% of China's high-brightness LED market. In addition, for large-size backlight applications, the market size will also be in 2010. Up to 20 billion yuan.

Under the optimistic development of LED in the future, many companies in mainland China have also invested in the LED market. However, Cai Yizhen believes that the technical standards of mainland LED manufacturers are different. Not every manufacturer has sufficient technical content, and LEDs are also invested in enterprises with poor physical fitness. Next, there are still doubts about the product level of some finished products on the market, and Taiwanese manufacturers are expected to use the original platform or cooperate with mainland companies if the technology and price are better than the Chinese LED factory for more than 5 years. Take the lead in this wave of high-brightness LED market opportunities in China.

In the high-brightness LED products of Guanglei, the Blu-ray part cooperates with Nichia, and currently Japan supplies about 50kk per month. According to the legal person, it is expected that by 2008, the supply is expected to double to 100kk; Guanglei also cooperates with Hitachi. At present, the supply is 20-30kk per month. The company also introduces 2-4 sets of four yuan machines. In 2008, the overall capacity of the four yuan will reach 50kk, and the high-brightness products will become Guanglei next year. The main force of revenue growth.

At present, Guanglei has cooperated with Nichia and Hitachi to increase the production of gallium nitride (blue light, green light) and quaternary products. The current monthly capacity of die cutting is 3 billion, and the expansion of the mainland plant in the fourth quarter of next year will be completed. The production capacity is expected to double.

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