April and May were supposed to be the peak sales season for the company's gold nine silver ten, but the overall performance of the LED industry was not satisfactory. In addition to being affected by the previous wave of rising prices of raw materials such as semiconductor chips, PCBs, and lamp beads from LED upstream companies, it has also been affected by a new wave of "crit"-the dual-control energy limit order.
As soon as the dual-control power restriction policy was introduced, outdoor LED display large screens were the first to be ruthlessly affected, mainly because outdoor LED transparent screens consume a lot of power. Once power is cut, more outdoor large screens will have to be "idle". At the same time, LED companies will inevitably make a decision to reduce production, which directly affects the company's shipments of LED products.
In general, the LED transparent screen industry has a relatively small impact on electricity restrictions, but we should not underestimate it. The LED manufacturing industry is highly dependent on the continuous supply of electricity. Many production lines may be costly to stop and start, and power curtailment will reduce the operating rate. If long-term electricity production is restricted, not only delayed delivery will be affected, but also product prices will increase. For example, power restrictions have affected the supply of raw materials at the upstream end of the LED display industry, including copper, zinc, aluminum, etc., which are important raw materials for wafer and chip manufacturing in the upstream of the industry, and the prices of raw materials have risen again.
It is undeniable that the rise of LED raw materials and insufficient drive chip production capacity have greatly hurt the LED display industry. The sudden power cuts and production shutdowns in many places since April have made the LED display manufacturers that have just emerged from the impact of the epidemic worsened. . How does the LED transparent screen industry resolve the crisis? LED companies need to do the following: 1. Reasonably arrange production, re-adjust the company's production plan for peak-shift power consumption. 2. Avoid order defaults, and allocate capacity to areas with loose power restrictions 3. Product upgrades and transformation, common cathode voltage To reduce the power consumption of the production system and reduce the temperature of the screen.
