Inter Korean tensions LED panel industry changes concern

Korean tensions because of the Cheonan sinking "explosion increased, deepen international doubts about the economy, research agency dramexchange said that due to the current South Korea in the industry global market share is very high, and South Korea are trying to expand capacity of LED, if the increased effect of simple political factors the optimistic view, manufacturers in Taiwan or have the opportunity to replace Korean manufacturers, to secure more orders, accelerate the upgrading of supply proportion.

According to dramexchange statistics, the first quarter of this year, Korean manufacturers panel shipments accounted for 52% of global panel makers in Taiwan's market share of about 38% in the analysis from the perspective of supply chain, if by political interference and influence of output, is a key component of Korean manufacturers follow-up supply situation, worthy of attention. At the same time, if the global market demand remains stable, the price of the panel and its key components will also have the opportunity to rise.

LED industry, dramexchange pointed out that the current South Korean manufacturers to expand production capacity of LED, and Korean manufacturers have the world's largest panel production capacity, brand and sea, so it is the largest threat to global LED manufacturers. Last year, the global LED packaging industry, the Japanese manufacturers accounted for 33% of the market share of the crown, the city of Taiwan accounted for the top second in, the market share of Korean manufacturers by 2008, up to 15% in 2009, ranking the top third. If the South Korean LED industry changes, resulting in shortage of supply of Korean manufacturers, there may be an opportunity to enhance the proportion of Taiwan LED manufacturers supply.

Current market shouted, inter Korean tensions, the panel factory may benefit including the CMO, AUO (3481), LED (2409) crystal manufacturers include crystal electric (2448), canyuan (3061), LED packaging factory Everlight (2393), (2301) and so on, lite.

But in the investment market was optimistic expectations on the occasion, the industry manufacturers view relatively reserved. The main reason is from the perspective of the regional economy, the level of thinking, I am afraid that this is not only the production capacity of this part of the consumer up. In addition, if the international tensions spread to neighboring countries, the safety of the surrounding, even if the panel prices rose, how to sell safely may be another problem.