Foreign investors are not optimistic about LED 2009 facing the fear of price surges

The white card mobile phone, notebook computer small white card may become another wave of opportunities, but foreign investors still believe that the panel industry in Japan and competition, 2009 LED could face a bargain tide, white card mobile phone and notebook computer is expected to contribute to the LED Co., a sharp decline in Europe and the United States to compensate for the consumer electronics market.

From Chinese, a higher proportion of revenue in Taiwan LED stocks, Wang Qi said, Pak hung, has not yet received a small white brand notebook computer orders, but from Chinese, customer requirements related to send samples, showing white brand small notebook computer does have the opportunity to rise, however, the current global consumer confidence is weak, can actually change how many orders, it is a chance, but not sure. Baihong said, in Chinese, shipments accounted for 55% of the revenue estimates, including the European and American manufacturers, should not be interpreted as a white card mobile phone revenue, so the white card mobile phone and the market looking white brand small notebook computer, yet do not see the ability to support revenue growth. It is a LED street lamp, Baihong pointed out that there are still fourth quarters from mainland Chinese order LED street lamp, an estimated 10000 of shipments, revenue stability strength for December. Hong Qi said that the white card small notebook orders have not seen, but has sent samples to the customer, it seems that the results for December and will not help.

The industry believes that the current mobile phone application is weak, expected December revenue may Baihong decrease compared to November more than 10%, while the LED backlight may be in the third quarter of 2009 to contribute revenue, currently only LED street called dynamic growth is expected in 2008, Pak hung, Baihong LED Street will reach thirty thousand days before the light, the company also won the bid for 20 million yuan in Chiayi Street standard, is expected to Baihong in 2008 and 2009 earnings per share for the NT $1.58 and NT $1.28. Foreign Merrill Lynch believes that the LED packaging industry area of Taiwan LED backlight laptop have limited benefit, Merrill Lynch Securities in a research report to billion light as an example, due to patent issues and the panel industry investment impact LED industry, price pressure will face next year, estimated Taiwan manufacturers and Japanese interbank spreads, possibly by now 30% to 40%, reduced to less than 15%.