LED chip factory: orders gap is still more than 2 into

Increased LED backlight LCD TV market demand in 2010, large-size backlight applications will become the main growth of LED industry, but because of the LED factory have raised concerns about the expansion of production capacity, production capacity will enter from the factory recently pile up in excess of requirement, Korea Samsung Electronics (Samsung ELectronics) to LED dragon head cut single crystal power plant, the LED industry cloud shrouded. LED chip industry said that the current order is still greater than the capacity, conservative estimate of the order gap of at least 2 or more, and now only worried about whether the production capacity to meet market demand.

LED chip factory in January 2010 revenue performance is not weak, although the number of days in February are expected to influence revenue performance, but with the crystal power, canyuan industries continued to speed up the work during the Spring Festival, the number of days in March to return to normal, with continued growth of LED application of large-size backlight and lighting needs, LED industry forecast in March, revenue is expected to resume growth trend.

Although the market demand is optimistic, but in 2010 the LED chip supply continuous noise, due to concerns about the LED factory capacity will lead to excessive expansion imbalance, while Samsung TV brand manufacturers strongly support its LED subsidiary, may cause the Department of Taiwan LED factory was to replace the crisis, more recent market Samsung may cut single crystal TV, for fear of causing revenue decline 15~20%. However, crystal electricity directed at this is not the fact of the rumor, emphasizing the current order is greater than capacity, and production capacity is tight, some customers order 1 billion, and finally only meet the needs of the 50%.

EPISTAR said Samsung proportion of its revenues of about 20~30%, customer concentration is not high, the impact is limited, because the mainland home appliance manufacturers and factory is also actively expanding target customers, improve product technology and chip, will be conducive to the average selling price (ASP) to maintain and enhance the profit, the prospect of 2010 are still cautious optimistic. Industry estimates, crystal power in March after the production capacity, revenue will resume growth, and even have the opportunity to challenge a record high of 1 billion 400 million yuan.

Taigu photoelectric January revenue minus 8% months, Taigu said the main reason is by MOCVD into the plant, to improve production yield, because the MOCVD in plant commissioning period of about 3~4 months, estimates that revenues in March will start to grow out, April capacity gradually stabilized, the second quarter is expected to smooth track.

LED chip industry said, because the TV brand customer requirements of different specifications, with special requirements and technical barriers, 2010 on 2009 in different specifications of Chip TV backlight, so the new entrants to cut into the supply chain, the second is chip factory in line with customer demand, is still in the sporadic delivery phase current conservative estimates the market supply gap of at least 2 more than expected, the second half of 2010 the supply shortage will continue.