LED TV hot grain demand in short supply

LedTV this year to become the market mainstream, the market forecast this year LEDTV penetration will reach more than 30%, driven by the demand of LED, the industry said, because the upstream expansion is less than LED, grain hoarding, grain shortage situation will last at least third season.

LED grain large current supply gap in the end? Analysis of the industry, the gap between supply and demand, about 20% or so, some people even think that there are more than 4, however, this may be caused by repeated customer orders.

Now is not just the grain demand, sapphire and epitaxial are short, the industry pointed out that, the related materials prices are stable, just have no bargaining space, but also to buy "to" etc.. As for the downstream packaging plant, the industry said that the second quarter is full capacity situation.

Since the second season and the third season is the peak season, so the industry estimates, the grain shortage situation should be continued, and the MO machine delivery takes about 6 to 9 months of last year, under the order, also offer third season to delivery, after trial, about fourth out of season production.

Manufacturers estimate to fourth quarter into the off-season, LED TV, mobile phone display, demand will be less, but the lighting application part should still be good.

As affected by the broader market fell, LED group shares yesterday dragged crystal electric closed down 1.5 yuan, 100 yuan to close, Guang Lei, GA, Chan circle and Ding Yuan has declined, billion light to 96.5 yuan for income, down 3 yuan, more than 3% Baihong Wang Qi, with the East Bay shares also fell.