LED new application market fermentation, is expected to drive the expansion of industrial scale

With the two sides to expand domestic demand theme, LED NB, TV and lighting and other new applications in the market gradually fermentation, is expected to drive the expansion of industrial scale. Looking forward to the second quarter, the overall LED industry to see back to the temperature, from upstream to the downstream of the packaging plant, the capacity utilization greatly pulled up, in April generally returned to the level of 80%.

The industry said, LED business has been significantly since the first quarter of the valley turn Yang, downstream customers inventory down to a safe level, demand obvious return, from April orders and shipments, including mobile phone backlight, small and medium size backlight lighting products, and is growing. However, there are more cautious attitude to the overall growth of mobile phones, that the new application part of the performance space.

Due to being subject to patents, the current LED NB and TV backlight application is still dominated by foreign manufacturers of sub food, only a small number of Taiwan manufacturers benefit. Only through the upstream crystal electric ODM, enter the oligopoly market, the downstream packaging factory can buy patent chips, packaged into LED LED and TV NB after entering the market, with the launch of new models, since the beginning of the second quarter results are expected to enter the third quarter quarter Wang heating.

Due to the poor economy, the two sides of the government to actively expand domestic demand, the market is expected to drive demand for LED street light, while in 2010, Shanghai, Guangzhou, the Asian Games, etc., will continue to drive demand for commercial LED outdoor billboards. Yuanta Securities believes that the LED outdoor billboards expensive, and the needs of enterprise customers of warranty, standard case manufacturer is not easily replaced with good parts manufacturers, with billboards based LED manufacturers to enjoy high barriers to entry into the new century, Guang Lei, are the beneficiaries.