October Taiwan LED packaging plant turn light chip factory full

On November 8th news, according to Taiwan media reports, LED group October revenue released in succession, chip Mitsuo EPISTAR, canyuan, Taigu continued revenue is expected to hit a record high, the East Bay, I-Chiun, Baihong packaging factory is interrupted etc. revenue highs momentum.

Crystal electric said that in October there are 1~2 MOCVD epitaxial units to join the mass production, and orders better than in September, four yuan LED orders are also good, shipping is also smooth, but revenue is still in the settlement, can not comment on whether the new high. Legal person believes that the price of electricity in October and then climb the opportunity is not low, the opportunity to exceed 1 billion 300 million yuan nt.

Donper pointed out that October revenue slightly reduced by eleven, after a long vacation, mobile phone terminal demand slowed, but the LCD monitor and LCD TV backlight penetration rate has improved, overall in the fourth quarter of large size mobile phone backlight is expected to make up for the slowing demand revenue gap. Dong said that the first quarter of this year, with the development of LED backlight to large-size development, it is estimated that revenue will remain high, is expected to be low season. I-Chiun company believes that the LCD reflector product coincides with the off-season, unless LED shipments can compensate for LCD vacancy, or at most, unchanged from the third quarter".

Insiders pointed out that the fourth quarter into the operating season, due to the adjustment of the stock panel factory, LED packaging factory operations slowed, while the upstream chip factory in light tight capacity, so far, has been full of capacity, with some new capacity gradually opened, and innovation high chance of revenue.