LED plant waiting for Q3 growth momentum to take off

The annual event of Taiwan optoelectronic industry for Taipei photoelectric exhibition, this exhibition in 2008 affected the price rise in oil prices high, travel, LED such subject matter is more fiery, even President Ma Ying-Jeou said in his opening remarks that he had changed into a seat lights LED lights display energy-saving concept of LED application has been gradually accepted.

Although the LED industry optimistic, but because of inflation and high oil prices and the weakening of the global economy, along with that the LED industry in 2008 Q2 revenue is not as expected, and the influence of LED on the Q3 part of Dachang outlook views under repair action. The future will Q3 from the terminal consumer market demand recovery, and the market will be LED pathway inventory digestion, the entire LED industry will have obviously strengthened.

The recent support of the development of LED industry is relying on the strength of most of the LED backlight LED backlight in eeePC Netbook, as well as higher specifications of notebook computer, personal digital photo frame application of satellite navigation system and increase the proportion of drive, let LED related manufacturers, including the backlight module factory, LED packaging factory, LED factory and LED pick test chip factory benefit. But because the LED back light source used in the overall number of high order NB better than cheap pen power with other small and medium size LED backlight panel products, gross margin in the investment firms become more, grow relatively some restrictions.

The kinetic energy of another LED industry growth is LED lighting, estimated 2008 is expected to have more than double the growth rate, estimated that in 2009 there will still be more than 50% growth, will also enable LED lighting demand in the LED industry will exceed the proportion of more than 2. As a result of large-scale expansion of LED plant, is expected to decline in the future price of LED chips, which is expected to lead a wave of market demand, making the LED industry will not be due to the recent global market inflation and stagnation.

Source: LEDinside