Lite: backlight is still 08 years of growth in the biggest LED spindle, 09 year LED global market share a goal

Chief executive Guang Baoke Teng 5 pointed out that at present the light, the next Q1 LED backlight demand has not significantly slowed, and expected 08 years back light demand is still run through the LED industry development, and to support the demand of orders, the new plant in Tianjin is accelerating the expansion of Q1 production, is expected next year, when the new factory will be used to production of quantitative low order products, total production capacity will be 3 times the original; resource integration strategy, in the white light electronics, the future will continue to proceed from the end of the application of niche technology, to evaluate the feasibility of investment in downstream package or module factory, at the same time also to 09 years of global LED market share 10% as a challenge.

Teng Guangzhong pointed out that the white light Lite mainly focus on the forest in traffic engineering and other advanced applications on the modular design ability, we can import by Lite resources to expand its market opportunities, but also will therefore construct cooperation platform, preliminary integration benefit to the more clearly to be in the second half of next year, the expected solar energy the lamp of modular products will be the future direction of development of the important. However, so far, light Lite LED package using forest proportion is still low, the main supply is still dominated by Japanese high-end products, so the future there is no small space integration.

It is understood that the Department is Lite on internal evaluation, this year will be officially LED product revenue exceeded 10 billion yuan, reached 10 billion 700 million yuan, ranking first in Taiwan province will be LED packaging manufacturers, among them, Q4 will enter the annual sales peak, quarter by 12%, amounted to 3 billion 140 million yuan, and a monthly record high trend. Lite Ke said, Q4 sales performance shall be only just passable, the main reason is that despite the small size backlight demand continued hot, but this part of the actual available capacity is still insufficient, which was previously in September as an example, the overall orders amounted to 1 billion 600 million yuan, but the actual sales amount is only about 10 more than 100 million yuan, but the LED product revenue is still expected in October a slight rewrite record.

Lite, photoelectric Division Strategy Center Associate Wu Xiangrui pointed out that this year LED Lite product performance can show substantial growth, mainly due to the company in white LED products (including Lamp type and SMD type applications) the layout benefit has emerged, and as the most prominent LED products in the growth momentum at the beginning of this year, this part of a single month sales of only about more than 2 thousand yuan, to Q3 monthly sales amount of more than 100 million yuan, is expected to end up to one month more than 120 million yuan, while the actual volume of orders is still larger than the existing scale of sales.

NB backlight market, Wu Xiangrui pointed out that Taiwan province LED common in the factory this year and no actual sales too much, the industry supply is still in Japanese, however, expected in some new models to be completed Design in, the first half of next year there will be a breakthrough, have the opportunity to see the quantification of the shipment the main results, with 14.1 inches and 15.4 inches, because cooperation with American Lite CREE in this part of the Department, so the customer delivery category will cover the United States Department of the NB label, LED NB permeability estimates next year can reach 12% to 15%, and if the low price models needs smaller size is clear, the permeability should be further better than expected.

In addition, the light Teng also pointed out that the large size LED backlight popularization, must rely on the LED plant, backlight module and panel factory to three party cooperation, the lite and Taiwan two panel factory and 1 Korean panel factory have cooperation in product development, continuous development of new products one after and do not fall, the expected future will occupy a space for one person in the light of Baoying market.

Source: Lean news