According to reports, Ye Haofu, chairman of Taiwanese LED packaging factory Yiguang, said yesterday (30) that the US-China trade friction has continued to burn in the recent past. It seems that the impact of the LED-related components manufactured by mainland brands or the mainland is in the future. I am afraid that the price of LED lighting will have a negative impact.
Ye Haofu said that the US-China trade friction has not cooled down, and the United States will impose high tariffs on Chinese-made and Chinese-brand LED-related components. In recent years, the global LED lighting market has been dominated by China, which has the largest production volume. If the LED lighting production capacity originally exported to the United States is not affected by the trade war, it will not be able to sell normally. A large amount of production capacity may be low in the market outside the US, making the price low. LED lighting products face the pressure of price hikes, and he is not optimistic about the price of subsequent products.
From the perspective of Everlight itself, Ye Haofu said that Everlight is currently shipping lighting parts to mainland China, and the Chinese assembly plant will ship finished products to the United States. Therefore, Everlight will still be indirectly affected by tariffs. On the other hand, mainland China After the manufacturer is restricted by tariff barriers, the products may be sold cheaply in the non-US market in the future, putting pressure on prices.
At present, the proportion of Yiguang Lighting has been reduced to 5-6%. Ye Yufu said that it is impossible to predict what will happen in the market at present, but Yiguang will respond with “red letter ordering and black word shippingâ€, which is lower than competition. The price is received, and then the cost is reduced through manufacturing and other aspects, and the customer is delivered at a competitive price to achieve profitability.
Ye Haofu said that Everlight's Mini LED will start shipping in the fourth quarter of this year. The initial Mini LED is used in backlight products. The lock field is in the mobile phone and automotive market. The automotive market is a high-end product with instrument panel backlight. Mainly, the initial proportion will not be large, but the development is optimistic.
In addition to the entry of Mini LED into the automotive market, Ye Weifu also stressed that the rest of the products will increase significantly in the automotive market this year. There are lighting in the car and headlights and brake lights outside the car, which will be the growth momentum of Everlight.
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