LED big positive view crystal electric cut crystal electric freezing since the fourth quarter of last year 25% of capacity, start in the history of the largest production, the move may cause the rising cost of unit depreciation amortization, but super shareholders meeting last week LED factory, light red bridge Ye Yinfu, east bei dong dong ng ching huei endorsed crystal electric start production mechanism, and the perspective of big chip purchasers in the propaganda, the chip prices have hit bottom.
Light chairman Ye Yinfu was known in the industry to carry out force, he said, the older equipment is no economic value, gas consumption, low efficiency, the more do more thanks to the more, the less modest production, eliminate the machine should be shut.
Ye Yinfu also stressed that the light with crystal chips as the main force of electricity, the price of chip is stabilizing, even some low prices have rebounded, although have difficulty rising comprehensive, "but at least the fall down.
East bay chairman ng ching huei is pointed out that the crystal electricity turn off some of the furnace (production), put on the new furnace can save cost, chip factory production the cost quite high proportion of gases, equipment, production can be austerity spending, improve operational efficiency, should praise from all walks of life. He thinks the status of the industry's worst so boom should have hit bottom in the fourth quarter of last year.
Crystal electric starting from the fourth quarter of last year to freeze 25% capacity, yield declines in the history, the biggest operation of blu-ray MOCVD machines from 450 to 375 units, with lei wafer piece count, still has some production capacity of more than 1 million pieces, grain or move back to 90%. Even if has since cut capacity 25%, crystal electricity to start the equipment capacity is still advance three Ann over 300 sets.
Crystal electricity, said the chairman Li Bingjie since crystal electricity shout out production, chip prices has been stabilizing, is still 20% excess supply, mainly LED lighting output value accounted for 45% of the overall output of the proportion of total backlit 70% higher, lighting price is bad, hurt the industry, in the short term is difficult to balance supply and demand.
Its production is common in all kinds of electronics, DRAM, LCD, wafer foundry industry cash cost is considered key to production, once the quotation below cash cost, means that the material is not enough money to pay, in order to stop the bleeding will often start the production plan. The past practice, shout electronics factory production is usually a good bottom signal, often motivate shares rose, however did not hold the shares, crystal electricity this wave output, analysts said is mainly the competition did not follow up production.
