LED TV market red, chip demand rose again?

Effect of LED TV on LED chip demand, the label is expected in 2010 global sales from 15 million units to 30 million units, more than five times in 2009. EPISTAR, canyuan, Taigu and Guangjia will benefit from the 2010 results look pretty.

LED TV on the power of the LED industry how much? At present LED TV shipments only Samsung, epitaxial crystal power plant supplies about 75% of its chips in the launch of Samsung, EPISTAR monthly revenue of less than 500 million yuan (NT below, NT), but in August revenue reached 1 billion 248 million yuan, crystal electric even said that Blu ray LED until June 2010 no season. The same is canyuan Samsung supply chain, revenue has even three months highs, and in the LED TV layout is positive Ruixuan also say the canyuan chip. Coming into the supply chain of LG billion light is in Taigu solid pile, to ensure a stable source of chip. Industry statistics, at present, including Samsung, LG and other Ruixuan shouted in 2010 LED TV sales target has nearly 14 million units, if coupled with the Japanese, and the local brand factory, the establishment survey is about 12 million to 15 million units, a total of five times in 2009 to 2 million 500 thousand in taiwan. If the average of a LED TV LED demand is 1000, a year if there are 15 million sets of LED chips a year needs to be 15 billion, if the TV chip is larger, is now two times the size of 15 million units in 2010, in other words LED TV, will use 30 billion LED, single the monthly demand 2 billion 500 million.

Zhang Shixian, deputy general manager of crystal electric, said the current financing of electricity to expand the production base, in 2010 there are 15 million LED TV to estimate, if the LED TV sales go up again, the gap will be greater LED chips. Because the supply LED TV chip, 75% chip by Taiwan leading crystal power plant supply, followed by gem and Samsung, crystal electric current supply TV chip a month is less than 200 million, this is the crystal electric blue LED orders have been routed to the base of the first half of 2010. Zhang Shixian analysis, currently a NB with 45 LED, 2010 LED TV on a month's demand, the equivalent of 55 million units of NB usage for a month, the power demand of LED TV, NB is far behind.