Efesson Optoelectronics, a packaged lighting company known as the new LED king, will be listed at NT$108 on the 12th. Wu Jianrong, chairman of the company, says that 2011 will be the year of LED lighting and the market will enter an explosion. Therefore, it will actively expand its production capacity. In 2011, high-power LED packaging capacity will reach 50 million in a single month, and it is estimated that it will capture NT$10 billion in annual revenue in 2012, compared with NT$ 2010 revenue. The goal of 3 billion yuan will show a leaping growth.
Wu Jianrong pointed out that although the growth rate of penetration rate of LED lighting market is not as good as TV backlight market, 2011 will be the first year of LED lighting officially launched. Edison has already prepared for advance card position, and production capacity expansion is a sign of confidence in market growth. In the fourth quarter, the monthly production capacity will increase to 20 million units, and in 2011 it will expand to 50 million units. Its high power output value and production capacity rank the highest in the industry, equivalent to 10 times the gap between some small plants. Edison's future competitors will lock down the international giants Philips, Osram and Cree.
Wu Jianrong said that the plant of Étutelson in Yangzhou will become the largest lighting and packaging base in Asia or the mainland, and its current monthly revenue contribution will reach RMB 23 million. According to the original plan, the first phase of Yangzhou plant will be able to reach the full year. With an output value of RMB 2 billion, it will enter the second phase of the plan in the second half of 2011. In the future, it will focus on the expansion of production capacity of systems, modules, etc. It is expected that the scale of future lighting integration will reach one million in a single month.
Unlike other LED packaging plants with LCD? I light market mainly, Wu Jianrong pointed out that Edison has been focusing on LED lighting applications for 10 years. As self-positioning is a component brand, the number of customers who supply LED lighting reaches 3,000, with Europe and mainland as the main markets. The LDMS (Lighting Design Manufacturing Service) lighting integration mode pioneered by Aidron has provided a vertical integration solution from components, modules, and finished products. It is not only the first in the industry, but also a unique competitive advantage of Edison in the LED lighting market.
Ai Feisen's revenue in 2009 was about NT$1.7 billion. As of the first three quarters of 2010, the revenue reached NT$2.35 billion, of which, the LED lighting revenue accounted for 72% of the revenue, which was higher than that of general LED plants. ~30%, according to the underwriting brokerage Yongfeng Gold estimates, the 2010 revenue of Edison is expected to reach NT$3.1 billion, with an annual growth rate of 82%, EPS per share (EPS) is expected to reach 6.2 yuan, is expected In 2011, the revenue was approximately 4.37 billion yuan, calculated on the listed share capital of 880 million yuan, and the EPS was up to 9.32 yuan.
However, the internal goal of Ai Feisen is even more positive.媞a expects that the growth rate of revenue in 2011 should not be lower than the 80% growth rate in 2010, so as to calculate the annual revenue of about 5 billion yuan. He said that he has received a good indoor light source order and the scale of customers in 2011. It is expected to grow by a factor of two. It will use the European and mainland markets as its main growth market. He also expressed "wait and see" that he wants to achieve the revenue of RMB 10 billion by 2012.
Edison's 2009 consolidated gross profit margin reached 33% to 34%. In the first three quarters of 2010, the combined gross profit margin was 32%, of which the average light illumination component was 30%, the light sensing component was 30 to 40%, and the optical transmission component was 25 %. Looking forward to 2011, Wu Jianrong pointed out that at present, the global market for Edison's LED high-power components accounts for about 4 to 5%, and the market share in 2011 is expected to expand by 1 times. However, the LED lighting market will soon move toward price competition, and high gross profit margins will be difficult. For a long time, we cannot only stick to high-margin component products. Since 2011 is a key year for the LED lighting industry, if we do not have a good position, we will lose market opportunities. Therefore, our business orientation in 2011 will be adjusted to increase revenue. The pursuit of overall profitability rose.