AUO's LED plant expansion four times: to set up a factory in Suzhou

April 21st morning news, according to Taiwan media reports, AUO group's LED factory lextar this year will expansion four times, and to Suzhou production base, set up from the upstream epitaxial wafer, middle and downstream product packaging to the application of "one-stop" mode of operation.

Ronda's conference held yesterday, vice chairman, chairman Chen Xuanbin, general manager of Ronda Su Fengzheng, chief financial officer Zhang Boyi co chaired the public, introduced the development strategy and Prospect of the LED industry in luanda. This is because the Lunda since the establishment of the first conference, making the scene full. Lextar in emerging stock listing, yesterday's closing price of 70 yuan, up 0.27 yuan.

The panel double tiger's LED factory, recently said, Xinqimei deputy general manager Ding Jinglong last week, Qili proclaimed, "Qili to become the LED industry tsmc". Chen Xuanbin yesterday also stressed that "lextar must do more than billion light and good crystal".

For TSMC foundry with advantage, poured into the LED industry, I am afraid more advantages than AUO Su Fengzheng said, LED has a strategic position in the panel factory, LED industry to develop, there must be a big talk downstream to digest capacity, will be competitive; with the lower panel AUO lextar Haikou, not only can accurately grasp the specifications. Also by vertical integration, to further improve the gross margin.

Chen Xuanbin and Su Fengzheng, who went to Frankfurt lighting exhibition last week, took the last flight back to Asia before the Frankfurt Main Airport closed. Chen Xuanbin said, no matter how the volcano erupted, LED industry prospects are quite promising". Ronda LED backlight, lighting panel, as well as the brand for the development of three major factory OEM spindle.

AUO believes that the next three to five years, the five panel factory about 6 trillion yuan (NT, the same below) output, the LED backlight market size of about 600 billion yuan. This year, the LED in the pen and LCD TV penetration rate can reach 93%, respectively, with lighting, in the next ten years to replace the traditional lighting up to five to 60%, and therefore plans to expand production.

At present in Taiwan Lunda to produce 30 thousand Pianlei wafer, estimated at the end of this year increased four times to 130 thousand, 60 to 70 sets of MOCVD machine. Close to the backlight module factory, Lunda will also set up factories in Suzhou, the factory covers an area of 240 thousand square meters, is expected in the second quarter of the earth, the first quarter of next year production, there will be 50 sets of MOCVD machine, large demand for attacking LED backlight and LED lighting.

Lextar yesterday announced the first quarter revenues of 1 billion 310 million yuan, the 55.7% quarter growth rate, gross margin increased by more than 12 percentage points to 20.9%, net income of 153 million yuan, grew more than 15 times, a single quarter net profit per share of 0.6 yuan.

Zhang Boyi said that this quarter full capacity utilization. Backlight and non backlight shipments 50%.