Taiwan's LED factory Hong Qi, Jiuyuan first entered the Apple double i supply chain

Recently, the number of LEDs used in the new iPad has doubled. Hongqi and Jiuyuan of the UFIDA Group have become the first LED factories in Taiwan to enter Apple's dual-i products. It is reported that Hongqi is expected to receive OEM orders, and Jiuyuan will receive orders from the Japan Economic Development Committee.

According to the LED industry, the estimated sales volume of the new iPad is as high as 65 million units. In addition, the number of LEDs used has doubled. The Japanese company can not eat all the quantities. Therefore, the LED supply factory of the new iPad has joined the Japanese LED factory. Because of the new plant in Hsinchu in 2011, the monthly output is as high as 500 million pieces. The factory standard and production capacity are in line with the needs of Japanese customers. At present, it has passed the certification of Japanese manufacturers and Apple and started to ship.

The 9. 7-inch "retina screen" used in the new iPad has increased resolution and pixel density, making the LCD panel need a brighter backlight, so the number of LEDs used is 84, which is an increase of 36 LEDs compared to the iPad 2. More than double, according to Apple's estimated 65 million units of sales, only the new iPad requires nearly 3.5 billion LED backlights.

Hong Qi said that TCL's 8.5-generation plant has already started operation. In the future, LED TV produced by TCL will be supplied by TCL Hongqi Technology (Huizhou), a joint venture between Hongqi and TCL Group. It is estimated that Hongqi's March revenue is expected to rebound. To NT$300 million or more, future operations will grow quarter by quarter.

The long-term investment of Hongqi has also received orders from the post-production process of LEDs released by Japan. It is understood that in the past, the LED back-end process was made by Nichia, but the cost of self-made in Japan was higher than that of Jiuyuan equipment. Therefore, the order was released and the orders were released hundreds of millions a month. It is understood that the current monthly production capacity of Jiuyuan in Taiwan is as high as 3.5 billion. In addition to the two large customers of Jingdian and Osram, the proportion of Japanese customers has exceeded 30%, and the gross profit margin of Japanese customers is higher than that of Taiwanese manufacturers. The profit will be noted.

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