The end of China's energy-saving and welfare subsidy policy, whether it will impact the terminal purchase demand, and thus affect the LED backlighting situation in the second half of the year to be observed, in this regard, Crystal Power Chairman Li Bingjie attended the ITRI press conference today, said the second quarter of 2013 industry The situation is very good, but it is still conservatively viewed in the third quarter, the reason is that the end of China's subsidy policy, fearing will affect the TV backlight demand in the third quarter.
China's energy-saving and benefit-minded policies may affect backlight demand
In the second quarter of the LED industry, the performance of backlight and lighting demand was strong. In the second quarter, the performance of the epitaxial plant and the packaging plant increased simultaneously. The overall industry situation in the second quarter was very good. In terms of the overall industry, the second quarter was the first. The quarter has grown by 30%. However, his view on the industrial climate in the third quarter is more conservative. Li Bingjie does not say that the end of China's energy-saving subsidy policy will probably affect the LED TV backlight demand. Therefore, China's 11th holiday in the second half of 2013 The demand for LED TV backlights will not be successfully monitored. Li Bingjie believes that the performance in the third quarter will not be too bad, but whether the third quarter operating performance will exceed the second quarter, TV backlight is still the key.
Strong lighting demand
The demand for lighting has kept rising. Li Bingjie pointed out that lighting orders continue to be booming. It is expected to go from the second season to the beginning of the fourth quarter. Due to the variety of lighting orders, the gross profit margin is widely distributed. From the perspective of interest rates, the gross profit margin of Jingdian Lighting's orders is better. As the proportion of lighting increases, it will be expected to have a positive impact on the gross profit margin of Jingdian. As for whether LED die prices are under pressure in the third quarter, Li Bingjie said that the pressure of price decline has been there, but it seems that the price decline in the third quarter is expected to slow down.
Luchang restarts production expansion, and production capacity is expected to increase by at least 25% this year.
With the recovery of the LED industry boom, China's LED upstream die factory expansion is in full swing. The expansion of the mainland LED factory in 2013 may be to bet on the demand for LED lighting in 2014. By then, manufacturers without capacity may not be able to eat. Orders, Jingdian did have plans to expand production capacity in 2013. According to the scale of capital expenditure of Jingdian in 2013, Jingdian plans to expand the overall production capacity by 25%. At present, Jingdian has increased the number of MOCVD machines by about 10-20 units, including Both Taiwan and China have added machines, and it is expected that the machine will continue to increase in the second half of 2013.
Gaming Headphones
Gaming Headphones is a headset suitable for playing games. For game users, a game headset with excellent performance can allow players to experience the immersive feeling in the game. For competitive game players, the game headset can also assist game players and enhance combat effectiveness.
In the case of headphone use, we found that game use would be a large part of the demand, especially the need to use a pure headset to get better listening effect when both music and games are in use.
Compared with music headphones, Wired Game Headphones pay more attention to sound field and positioning sense (for example, shooting and shootout games need positioning), and the amount and intensity of low frequency are aggravated, so as to meet the user's experience of game sound effects. Music headphones, in essence, pay more attention to sound quality. The effect in the right range is super good, with pure sound quality and penetrating sound.
Among the many headsets, Wireless Gaming Headphone have the advantage of sensitivity. The relatively closed listening environment is also more conducive to game players to feel the details of the sound and improve their judgment of the sound. Therefore, compared with traditional headsets, gaming headsets have more advantages in positioning ability, can better express the sense of direction of sound, and are more suitable for 3D games to express sound clearly. In addition, player-oriented game headsets are often enhanced with low-frequency volume sensing to facilitate the game's plot and make it easier for players to immerse themselves in the game.
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