Clear visibility of the LED industry in 2010 increased capital expenditures

LED backlight LCD TV market rise, driven by LED industry in the second half of 2009 2010 due to rapid heating, industry visibility optimistic, also let the manufacturers have started the expansion plan, and is regarded as the fastest rise in capital spending in 2010 industry, industry statistics, 2010 LED industry capital expenditure will reach NT $35 billion, the annual growth rate as high as 158%.

Thanks to the application of large size LED blue backlight trend, upstream of the LED expansion chip factory actively, with 1 sets of LED backlight LCD TV needs more than 400 LED chip, the chip supply gap will continue until 2012, industry estimates, 2009 Taiwan overall blue LED chip capacity of about 4 billion, annual growth of about 19%, MOCVD machine number reach 326 units in 2010 will increase by more than 2, monthly production capacity reached 5 billion, this wave of expansion wave, upstream of LED epitaxy process equipment factory maximum benefit, including Aixtron and Veeco etc..

With the rapid pace of expansion of upstream and downstream packaging factory also restart the expansion plan, the mold factory single well, 2008 revenue of about 60% die from LED, but by the financial turmoil, LED packaging factory expansion plan to suspend the second quarter of 2009, revenue is only 34 million yuan, with the LED industry began to rejuvenation, the third quarter significant recovery, downstream packaging factory customers began to restore order, the average monthly orders about 30 million ~4000 million yuan, the expected orders will increase by quarter, with backlight and non visible light LED as the main growth, the fourth quarter is expected to better than the third quarter, and the first quarter of 2010 is expected to be flat or slightly up.

The industry estimates that in 2009 the scale of Taiwan's LED plant capital expenditure of about 13 billion 500 million yuan, an annual growth rate of 24%, with the growth of market demand, in 2010 the capital expenditure of Taiwan LED plant will reach $35 billion, an annual growth rate of up to 158%.