In recent years, Jingdian has frequently faced the challenge of Sanping, a mainland epitaxial plant. Sanan not only digs the talents of Jingdian, but also follows the layout of crystal power on blue LED products in product planning, including lighting and backlighting, even in Jingdian has long dominated the world's four-element LED, mainly used in LED electronic signage and vehicle dashboard, brake lights, invisible light, etc., Sanan has not let go.
The move of Sanan from the blue LED into the quaternary LED has become a topic of competition between Sanan and Jingdian in the past year, especially when the quaternary LED of Jingdian has a capacity utilization rate of more than 8 in the second quarter. At the time of the establishment, the market has rumored that Sanan has grabbed the order, but Li Bingjie emphasized that the ternary LED in the first quarter of this year is not being robbed, but the market is changing.
Li Bingjie pointed out that the current main competitor of Jingdian in Quaternary LED is still OSRAM. However, OSRAM still focuses on the automotive market. As for the Quaternary LED of Crystal Grid, it is not fully loaded, mainly because the outdoor display kanban is facing high resolution. The rate has been upgraded, but now the order has been returned, and the capacity utilization rate has increased to 85% in May and June.
It is reported that Luminus's cooperation in technology patents, in addition to crystal power, also includes Nichia, Seoul Semiconductor, etc., Li Bingjie said that once the company becomes a subsidiary of Sanan, Jingdian will consider stopping the cooperation relationship.
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