It is reported that one billion Optoelectronics (2393) received LED medical operating light orders, the second half of the shipment, gross margin of more than 40%. Billion light through the use of the CREE and the TG chip to ASUS and macro Acer computer, apple iPhone cheap American orders, plus get into the DELl and the new HPQ notebook computer orders, third quarter orders will be better than the second quarter, still leading LED packaging factory.
It is understood that the LED medical surgical lights of Taiwan is the large hospital order procurement tenders, will be in the second half of the year all finished, the chip is a high power LED, the CREE of the high price, the total bid amount reached more than 400 million, gross margin of about 40% to 50%. Because the LED medical surgical lights for the operation of the operating room use, human life, and not too hot due to medical instruments and high temperature, the technical threshold is very high, the world is only a two billion light and Japan LED packaging factory has the technical level. In the future, foreign hospitals have gradually switched to LED medical operating lights, in 2009 the amount of subject matter has the opportunity to multiply.
A large number of shipments, Q billion light growth momentum mainly from the low price of NB. It is understood that in the low-cost NB billion light maker ASUS and macro Acer orders, mainly uses the Japanese TOYOTA synthesis (TG) chip. As the two companies have claimed to be 700 to 8 million units, making hundreds of millions of light has considerable orders in hand, which is the main cause of this year's SMD billion light LED production capacity will be expanded to the top 800 million. In addition to low-cost NB, also NB billion light rush into mainstream size 14.1, 15.4 inch LED backlight, although the number of shipments is still not as good as the low price of NB, but in the future trend of energy saving, NB by LED will be a matter of course, the new laptop Dell and HPQ will be shipped in 2009 Q1.
Source: LEDinside
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