White business opportunities, foreign still look bad LED

The white card mobile phone, white card netbook may become another wave of opportunities, but foreign investors still believe that the panel industry in Japan and the competition, the 2009 LED fear of facing the tide is expected to bargain, white card mobile phone and laptop to LED contribution is limited, difficult to make up for Europe and consumer electronics market sharply decline.

Taiwan, a higher proportion of revenue from China LED stocks, Baihong (3031), Wang Qi (6168) said that the white card has not received small electric orders, but from China related customer requirements to send samples, show the white card netbook does have the opportunity to rise, however, the current global consumer confidence the actual vibration, can change into many orders, it is "the opportunity, but not sure. "In Chinese Baihong said shipments, revenue estimates accounted for 55%," including the European and American manufacturers, should not be interpreted as a white card mobile phone revenue ", so the white card mobile phone and market looking white brand laptops, yet do not see the ability to support revenue growth. It is a LED street lamp, Baihong pointed out that there are still fourth quarters from mainland Chinese order LED street lamp, an estimated 10000 of shipments, revenue stability strength for December. Hong Qi said that the white card small orders have not seen, but has sent samples to the customer, it seems that the results for December and will not help.

At present, mobile phone application is considered legal, weak, expected revenues in December compared to November may Baihong is less than 10%, while the LED backlight may be in the third quarter of 2009 to contribute revenue, currently only LED street called the Baihong growth momentum, estimated 2008 shipments will reach Baihong LED Street thirty thousand days before, the company also won the bid for 20 million yuan in Chiayi street lighting the case, in 2009 2008, Baihong estimated earnings per share was 1.58 yuan and 1.28 yuan. Foreign Merrill Lynch believes that the LED backlight laptop LED packaging industry in Taiwan of limited benefit, Merrill Lynch Securities in a research report on billion light (2393) as an example, due to patent issues and the panel industry investment impact LED industry, price pressure will face next year, estimated Taiwan manufacturers and Japanese interbank spreads, may from the current 30% to 40%, reduced to less than 15%.