Ronda general manager Su Fengzheng said on the 20th that the development speed of LED TV exceeded expectations, but the upstream supply chain of LEDs could not keep up with demand, resulting in the shortage of LED, sapphire substrate, epitaxial, special gas and other products. Supply will remain tight in the second half of this year.
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Su Fengzheng pointed out that with the penetration rate of LEDs in notebooks, the model of LEDs rising from 6% to 93% in less than three years, the penetration rate of LEDs in TV will reach 90% in the next three to four years, mainly There are only five panel manufacturers in the world, and the import speed will be quite fast, far exceeding expectations.
Su Feng is emphasizing that the operating mode of the LED factory in the past was built on the mode of supplying mobile phones and small and medium-sized backlights. However, LEDs entered the notebook and TV, which showed a ten-fold growth, but the upstream supply chain did not keep up. phenomenon.
Taking the sapphire substrate as an example, the time for the manufacturer to expand the production will take half a year to nine months, and the special gas will last for one and a half years. At present, there is a shortage of goods.
LED chips are out of stock, and they are everywhere. Xinqimei’s Qi Yao originally estimated that this month’s revenue could grow 50% from March to 150 million yuan, but it could only be 120 million to 130 million yuan because it could not get the chips. Zhang Shixian, deputy general manager of LED Epitaxial Plant, said that the current chip has insufficient distribution, and customers can only get 50% of the order. 