LED backlight and light guide chip and industry autonomy analysis
Jul 14, 2018
LED backlight and light guide chip and industry autonomy analysis
Enterprise-to-chip production often needs to be controlled according to actual market demand. If a pure expansion plan is used to predict market supply, the subjectivity will affect the future operation of the company. Therefore, it is most suitable to grasp the supply range according to the actual expansion schedule.
The continued success of the chip in the LED backlight sector has prompted more investors to enter the ranks of MOCVD equipment procurement. Recently, LED companies have increased their purchases of new chip devices to 200 units. This figure also indicates that the future Chinese market will increase production by 3 million pieces per month. It can be said that the chip expansion strategy has been reached.
Localized chips bring autonomous and controllable technology, but relatively lower the relevant production thresholds. More importantly, the increase of chips requires certain market demand support. If demand is difficult to drive production, staged The phenomenon of oversupply also reappears, which in turn will trigger a price war and a vicious cycle.
In addition, reference can be made to the concentration study of the industry, which affects the price competition level and profitability of the industry to a large extent. For example, in the case of the chip industry, the high degree of dispersion from the previous dispersion to the present has led to the re-adjustment and optimization of the supply structure, which also affects the profitability of the enterprise.
