LED strong demand for LED backlight market, raw materials, customers repeat orders and other factors led to a partial shortage of chips

LED backlight LCD TV penetration, estimated 2010 is 30%, this is the 2010 LED continuing strong demand for the main reason.

Market expectations because LED upstream expansion time, LED chip shortage situation, the worst may exist in 2010 Q3.

Shortage stage LED chip is likely to repeat customers under a single cause, but because the sapphire substrate and the epitaxial chip LED need also have tight, generally with LED in various manufacturers production capacity, raw material supply situation is the focus of the next 2 seasons of concern.