The LED industry has benefited from the growth of backlight and lighting applications. In early 2010, it was reported early in the peak season. Many operators started to grow their kinetic energy from March. It is expected that the LED industry is expected to show a “monthly high†in 2010, in addition to orders from upstream chip factories. In addition to the explosion, the downstream packaging plants will continue to grow significantly from March, and the packaging plants Dongbei, Yiguang and Lijun are also expected to take the lead in challenging historical highs.
Due to the limited production capacity of upstream LED chips, the chip factory's order gap is 3 to 40%, including Jingdian, Yuyuan, New Century, and Taigu, all of which have a chance to reach a record high in March, driving the downstream packaging plant to begin. Significantly warming, in the case of LED backlight applications, the industry pointed out that the current demand for mobile phone backlights has not yet returned 100%, notebook (NB) backlight applications are expected to open from the second season, large-size backlight orders are the earliest clear products Application, if the demand in the next half year enters the peak to estimate, the future growth rate will be more obvious.
LED packaging factory Dongbei Optoelectronics said that the first season is the off-season of the LED industry. The peak of the year is in the third to fourth seasons. However, since 2009, the large-size LED backlight supply chain effect has appeared, so in the second quarter. It has begun to reach a record high in history. In 2010, the market application became more clear. After the Lunar New Year, the large-size backlights were faster than expected. It is expected that the revenue will increase from March to March, and it is expected to set a new record in March. The monthly revenue is expected to exceed NT$500 million.
Dongbei layout of large-size backlight client's multiple touches, including Korean manufacturer Lumens, indirectly into the Samsung Electronics (Samsung Electronics) supply chain, and the establishment of the mainland subsidiary Che Yang with Yuyuan and Ruixuan, the introduction of Caijing shares, and recently It has been reported that it has received orders from Taiwanese OEMs to supply TV and monitor backlight products. It is reported that it is expected to increase the number of monitor OEM customers in the second to third quarters.
Packaged faucet factory Yiguang said that the current order status is hot. Since the large-size panel backlights are shipped from the first season, not only the large-size demand is strong, but also the demand for small and medium-sized mobile phones is good. The order visibility is about one. month. According to internal estimates, the revenue in March is expected to be 1.2 billion yuan, which is better than the historical peak of 1.17 billion yuan. It is estimated that the first quarter of 2010 will reach 3.4 billion yuan, and the quarter will increase by 3%. After the completion of the new Wujiang plant in Jiangsu will be completed by the end of April, the production capacity of Yiguang SMDLED will increase by 500 million in the first half of the year, and the production capacity will be expanded in the second half of the year.
In 2010, Liyi will also cut into the large-size LED backlight supply chain. It is estimated that the revenue contribution of backlights will exceed 800 million yuan, which is more than 4 times higher than that in 2009. The revenue in March is expected to hit a new monthly high, April. The monthly revenue will break through 100 million yuan, and the annual profit will also have the opportunity to show multiple growth. (Edit: Led Fish)
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