Rational review of LED large screen market competition

"Review of Rational Competition in LED Large Screen Market" Due to the decline in the price of LED large screen and backlight products in 2016, the proportion of LED large screen and backlight products in total revenue decreased relatively; non-large screen and non-backlight products accounted for 55% of revenue, of which small Pitch LED large screen and flash light products accounted for about 17% of the revenue, and the proportion of automotive use is still in single digits and will continue to grow. Ye Yinfu pointed out that the LED industry in 2017 will be better than 2016, because the popularity of LED large-screen products has driven demand, and related applications will continue to increase. Especially with the advent of the Internet of Things era, sensors are an important key component. Everlight also has a solid foundation in infrared and sensor products, and will have a good development under the increasing market demand.

The automotive market includes applications such as LED light sources, automatic driving, and automatic identification technology, which will drive demand for LED and infrared sensing products. In addition, Ye Yinfu is also optimistic about the high growth potential of the small-pitch LED large screen market, and believes that EVERLIGHT will make great gains in 2017. Referring to the long-standing patent litigation with Nichia, Ye Yinfu admitted that he encountered obstacles in the German litigation, but there is still a chance of appeal, so he believes that the problem will be resolved.

He emphasized that Everlight's products are patented and absolutely free of infringement. It has also won lawsuits in Japan, the United States and Taiwan, and is the only manufacturer that has won Nichia's lawsuit. As for whether the LCD TV manufacturers Vizio and TCL Group, etc. that Nichia has sued for infringing, have adopted EVERLIGHT backlight LED modules, Ye Yinfu only responded that EVERLIGHT is not the only supplier, and must also depend on Nichia’s The model of the accusation can only be determined, but Everlight will not be affected by this, and will continue to confront Nichia. The litigation dispute may not end in the short term. The price competition in the LED industry is gradually calming down. During an interview, Ye Yinfu, chairman of LED packaging manufacturer Yiguang, said that China’s San’an Optoelectronics raised the price of LED chips. The price increase means that the market is recovering. will not be able to compete.

He took a positive view of the economic development in 2017, and said that EVERLIGHT will focus on the development of the three major areas of the Internet of Things, automotive and small-pitch LED large-screen products this year. .