Cottage NB homeopathy, Taiwan LED plant is expected to benefit

The economic downturn following the copycat copycat mobile phone, NB with homeopathy, looking for copycat mobile phone models, Taiwan LED manufacturers including EPISTAR upstream (2448), canyuan (3061), and the downstream billion light (2393), Wang Qi (6168), East Bay (2499) and Baihong (3031) are expected to benefit. Industry said that the cottage mobile phone (white card mobile phone) model of success, coupled with the downturn in the economy, is expected to make the cottage pen electric momentum growing.

The market forecast, 2009 white card cheap computer market size of about 2 million units to 3 million units, the required chip about 50 million star to 60 million star, although the LED industry that the volume is not big enough, the initial contribution is limited, but will be one of the 2009 annual growth momentum. High order notebook computer mainstream LED backlight, current or Japanese manufacturers in the world, Taiwan leading epitaxial crystal power plant can only be cut in OEM mode, Chinese, copycat laptop up, Taiwan manufacturers may provide a new battlefield. EPISTAR, Everlight, canyuan, Wang Qi, East Bay and so Baihong actively, hoping to be copycat laptop pulled high capacity utilization. In December 15th, LED stocks overall rose contrarian in guanlei, (2340) the first trading driven, including forepi, intraday, Baihong Huaxing (6164), Wang Qi all light trading, has become one of the most dazzling disk group. Mainly by the future of LED, including lighting, notebook backlight and other new applications blessing, the opportunity to become the most popular industry in 2009.