The global LED lighting quantity growth will reach 10% this year than last year, and the unit price of LED CHIP is expected to stabilize this year. There will be a significant increase in operating capacity utilization rate rebounded to more than 10% in April, growth rate of led chips is 30% in the second quarter revenue. capacity utilization With a high product mix, the operation will be greatly improved. This year's growth trajectory is better than a season.
The two led chip factories suffered losses for two consecutive years. Guangsheng entered the market with crystals. The gross margin has been improved from the original -100% to the current -20% to -30% level. Jingdian estimates that Guangyu gross margin has the opportunity to return to positive numbers in the second quarter of this year and gradually reduce the burden on Jingdian.
Another led chip maker in 2022 was subject to the fourth quarter demand freeze, the production rate plummeted, the market price grab single, let the loss increase, the combined gross profit margin of -0.97%, after-tax loss of 594 million yuan, per share Loss of 1.25 yuan.
In the new century, it was hard to escape the loss. Although the average gross profit rate remained at 2.8% last year, the operating expenses were high, and the operating net profit did not perform well. The after-tax loss was big.
According to the LED chip industry, the lighting market is at its infancy, and the led chip industry must expand first and expand the market scale. After gaining a certain scale, the organic talks will be profitable. Looking forward to this year, as long as the market demand does not surprise, the price of the product will decline. The speed should slow down. Most businesses are happy to watch the market order this year better than last year.
