LED chip demand for the longest order to 4 months

Benefit from the large size panel backlight application blessing, coupled with the traditional peak season for consumer electronics, mobile phone market back to temperature, the third quarter LED high brightness blue grain demand supply is still tight, Taiwan factory chip delivery time has reached 6 weeks, while in the tight supply situation, to seek other packaging factory the supplier, which the United States CREE chip factory delivery is up to 3~4 months.

Because the LED NB market is expected to accelerate the speed of introduction, as of the end of July, LED NB market penetration has reached 8. The estimated LED industry, only LED NB & permeability 100%, to bring high brightness blue LED full load capacity. On the other hand, coupled with Samsung Electronics (Samsung ELectronics) positive force arch LED TV shipments, the production can not fully self-sufficient under the condition of large capacity electric crystal package, the end of the first quarter, LED showed high brightness blue chip supply tight situation.

In the past, NB brand on the market, the main supplier of LED on plant synthesis (Toyota Gosei) and TOYOTA (Nichia) for the bulk of nichia. However, due to the tight supply of TG chip, Taiwan packaging factory actively seek other suppliers without consideration of the patent agency, it has always been in the field of lighting for Cree homeopathic cut LED NB market. However, at present, not only crystal foundry and its own brand chip delivery for up to 6 weeks, Cree high brightness blue LED crystal grain orders have been discharged to the maximum after 4 months.

Taiwan packaging industry, said that although the upstream delivery time, however, the current high brightness chip supply tight situation has been relieved. Since the beginning of April LED chip supply and demand reversal, so LED packaging factory orders to positive, are willing to pull goods stock, so the hand still can meet the requirement of production preparation. The industry said that the current customer orders visibility than 6, in July increased significantly, from an increase of up to 5 weeks, 6 weeks.

EPISTAR July consolidated revenue record to NT $1 billion 200 million, EPISTAR also actively expanding production capacity to meet market demand, EPISTAR said that since July has been the introduction of external equipment, new capacity is expected in September to join the operation.

The day before Cree announced the fourth quarter of fiscal year 2009 (2009 4~6 months) revenue of $148 million, not only hit a record high, is 2008 year growth of 9%. Cree said, mainly because of the fourth quarter lighting demand for LED components are booming, coupled with NB backlight part of the LED, customer orders exceeded expectations. Cree CEO Swoboda said in the third quarter will also said that optimistic about the growth of the LED lighting market in 2010, even if there is still a high risk in the near future, Cree still plans to increase the LED capacity to meet market demand.