LED package leader Yiguang wins huge orders from Philips

LED packaging faucet factory Everlight confirmed in December that it received a huge number of orders from Philips. In order to meet the demand of Philips, Everlight announced on the 24th that it will expand its production plan of NT$30 billion (equivalent to RMB 5.861 billion) for five years. "Yiguang saw the explosive business opportunities of LED lighting."

LED large OEM opportunities <br> <br> It is understood billion light in December 2015, Philips has just grabbed annual tenders. General Manager Liu Bangyan personally led the team to the Philips Shanghai headquarters, and tied three major suppliers with Ruifeng and Tiandian. It is understood that Philips' annual scale is 350-500 KK (3.5-500 million) package modules per month. If it is divided equally by three manufacturers, Yiguang can get about 150 million pieces per month, accounting for about 4% of the total production capacity of Yiguang.

The order of Philips to receive Philips is of great significance and it is expected to receive more orders in the future. According to the world's three major lighting brands, Philips Lighting's revenue last year was 7 billion euros (equivalent to about 52.951 billion yuan), OSRAM was about 5.3 billion euros (equivalent to about 40.91 billion yuan), and GE was about 1.857 billion US dollars (equivalent to about 115.54 billion yuan). Yuan), the three major factories add up to more than 500 billion Taiwan dollars (equivalent to about 97.945 billion yuan), of which about 30% is LED lighting, as long as 5% of the light to eat 5%, there are 8.5 billion Taiwan dollars (equivalent to about 16.65 yuan) 100 million yuan in revenue, not to mention the fact that these three major factories account for only 30% of the global LED lighting market, and 70% of the market is infinitely broad.

Billion light year EPS estimate 5 yuan <br> <br> billion light this year November sales of NT $ 28 billion yuan (equivalent to about 5.485 billion yuan), annual growth rate of 24.8%, up 5 yuan forecast full-year EPS The new Taiwan dollar is the profitable king of the Taiwan stock market LED.

Ye Weifu, the chairman of Everlight, who has always been conservative and sincere, announced his large-scale expansion plan last week. He has already found 17,000 ping (about 56,000 square meters) of land in the south-central region. It is estimated that he will invest 10 billion yuan in three years. (equivalent to RMB 1.954 billion yuan), the highest investment of 30 billion Taiwan dollars in 5 years, this astronomical investment case is the largest in the LED industry this year.

In terms of packaging plants, the amount of this investment is staggering. According to industry analysts, Dongbei's new five-stock plant this year will cost about NT$2 billion (equivalent to RMB 392 million) for the 2000-pound land plus plant. The equipment of the packaging plant is not expensive. The most expensive building is the land, 17,000 pings of land plus plant, and the investment of 3 billion NT dollars (about 588 million yuan) is more than enough. Even 3 billion yuan is scary.

Yiguang has only expanded 25% this year, and its monthly production capacity exceeds 4KKK (4 billion). Nowadays, the company has increased its production capacity. The industry believes that Yiguang has already obtained certain large orders. In the future, Yiguang will develop towards its own brand and foundry, and its revenue and profit will jump again next year.

Yiguang Chairman Ye Haofu said that the expansion is to surpass the giants in front, including CREE, Nichia, Osram and so on. However, the industry believes that "Yiguang has seen the explosive business opportunities of lighting", LED backlighting is planned production, but LED lighting is completely different, orders are coming, and people with production capacity can grasp the performance.

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