LED TVs upstream supply tight demand

Lextar general manager Su Fengzheng said on the 20, ledTV growth rate than expected, but the light emitting diode (LED) upstream of the supply chain to keep up with demand, resulting in LED, sapphire substrate, epitaxial, special gas and other products out of stock, the second half of this year LED supply will remain tight.

Su Fengzheng pointed out that with LED in the popularity of pen electric rate, less than three years from 6% up to 93% patterns, LED in TV penetration of the next three to four years will reach 90%, the main is the world's only five panel factory, import speed is quite fast, far more than expected.

Su Fengzheng stressed that the past LED factory mode of operation is based on the supply of mobile phone, small and medium size backlight source model, but the LED into the laptop and TV is showing ten speed growth, but the upper reaches of the supply chain has not kept pace with the phenomenon.

On sapphire substrate for example, manufacturers build time expansion to half a year to nine months during the special gas to a year and a half, are now out of stock phenomenon.

LED chip is out of stock, can be heard everywhere. Under the new flag Kai Yiu originally estimated this month than in March revenue growth of 50%, to 150 million yuan, but not get the actual chip, only 120 million to 130 million yuan. LED epitaxial factory EPISTAR Deputy General Zhang Yin said, the chip has underallocated phenomenon, customers can only be assigned to order 50%.