Jingdian enters Japan Gaomenkan LED headlight supply chain

Recently, Taiwan's Jingdian has entered the high-margin headlight supply chain for the first time in Japan, and it is expected to start shipping a small amount early next year. At the same time, Jingdian has also been certified by Samsung and LG's new TV, and will also be shipped in Q1 next year.

Jingdian pointed out that it has received orders for brake lights and direction lights. The main market is in Asia and should be based in Japan. The LED lighting market is gradually taking off, but the largest amount of general lighting price competition, manufacturers all want to open a niche market, and the car lighting profit is good, the product life cycle is long, so the LED industry from the downstream lighting module, the midstream package to the most The upstream grain factory, all hope to break in. The industry estimates that the gross profit of automotive lighting is more than 40%, while the overall gross profit margin of Jingdian and Yiguang in the second quarter of this year is only about 15%.

LED industry experts pointed out that the LED die for the lamp is the smallest cost of the whole vehicle. The calculation of the price of Philips and Jingdian may be less than NT$200 for a group of taillights. The internationally renowned car manufacturers often have a price difference of less than NT$200. Not willing to switch to a supplier in order to save a little money. Therefore, it is rare for the crystal electric power to cut into the original lamp. The car's brake lights are red, the direction lights are yellow, and the crystal is in the field of quaternary red and yellow, regardless of technology, capacity and patents are the world's strongest.

However, the crystal Q3 still has variables, mainly because the backlight demand may not have a peak season. Damo estimates that the overall revenue of Jingdian Q3 will be reduced by 3% in the quarter. In the second half of the year, the revenue ratio will increase to 40% (30% in the first half of the year), and the profitability will be higher in the company. It is expected to improve gradually. It is estimated that Q3 gross margin is 18% and Q4 is about 15%.

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