LED Chip Factory: gaps in the global LED is still more than two orders into
LED LCD backlight TV 2010, market demand, large-size LED backlight applications will become the main industry growth, however divergent because of LED plant to expand capacity, which raised worries fear will enter production oversupply, Samsung has a more outgoing Korean plant Electronic (SamsungElectronics) LED faucet factory will cut single-crystal power, make LED industry gathering clouds. LED chip industry have said that the current order is still greater than production, a conservative estimate of at least 2 percent gap orders over capacity now is only worried about whether it can meet the market demand.
LED chip factory in January 2010 is not the weak revenue performance, despite fewer working days in February, is expected to affect sales performance, but together with crystal power, Formosa Epitaxy and so the industry continued to intensify during the Chinese New Year rush, 3 On normal working days, together with application of large-size LED backlight and Illumination Demand continues to grow, LED industry forecast in March to resume revenue growth trend is expected.
Optimistic despite market demand, but supply 2010 LED chip surface noise constantly, due to concerns over expansion of LED plant fear led to imbalance in production, while Samsung and other TV brand makers strongly support their own LED subsidiary, may have been caused by Taiwan-based LED Factory to replace the crisis, more rumors in recent weeks the market could cut single-crystal TV for fear of causing 15 to 20% revenue decline. However, the crystal electric directed at rumors that this is inconsistent with the facts, stressing the current order is greater than capacity, and capacity tight, part of the customer orders one billion, the last can only meet 50% of the demand.
Crystal power, said sales of its current share of about 20 weeks to 30%, customer concentration is not high, the impact is limited, because the mainland Home Appliances Manufacturers and the Japanese plant is actively expanding the customer objects, together with chips of technical improvement will benefit the average selling price (ASP) to maintain and enhance profitability, the 2010 outlook remains cautiously optimistic. Industry estimates, crystal power carve out 3 per month, revenue growth will resume, or even have the opportunity to challenge a record high 1.4 billion.
Thai Valley Optoelectronics in January sales by 8% on the Thai Valley said, largely by MOCVD into the factory, the production yield could be improved, as MOCVD into the plant commissioning phase will take about 3 to 4 months, estimated in March revenue will begin to grow 4 per month carve out gradually stabilized, Season 2 is expected to smoothly enter the track.
LED chip industry, said television brand as the specifications of different customers with special requirements and technical barriers, 2010 chip size on the TV backlight is different from the 2009, so new entrants into the supply chain difficult to take the short cut, second-line chip plant to meet customer demand, is still in sporadic delivery stage, the current market supply gap of at least conservative estimates more than 2 percent, the second half of 2010 and in short supply situation will continue.
LED chip factory in January 2010 is not the weak revenue performance, despite fewer working days in February, is expected to affect sales performance, but together with crystal power, Formosa Epitaxy and so the industry continued to intensify during the Chinese New Year rush, 3 On normal working days, together with application of large-size LED backlight and Illumination Demand continues to grow, LED industry forecast in March to resume revenue growth trend is expected.
Optimistic despite market demand, but supply 2010 LED chip surface noise constantly, due to concerns over expansion of LED plant fear led to imbalance in production, while Samsung and other TV brand makers strongly support their own LED subsidiary, may have been caused by Taiwan-based LED Factory to replace the crisis, more rumors in recent weeks the market could cut single-crystal TV for fear of causing 15 to 20% revenue decline. However, the crystal electric directed at rumors that this is inconsistent with the facts, stressing the current order is greater than capacity, and capacity tight, part of the customer orders one billion, the last can only meet 50% of the demand.
Crystal power, said sales of its current share of about 20 weeks to 30%, customer concentration is not high, the impact is limited, because the mainland Home Appliances Manufacturers and the Japanese plant is actively expanding the customer objects, together with chips of technical improvement will benefit the average selling price (ASP) to maintain and enhance profitability, the 2010 outlook remains cautiously optimistic. Industry estimates, crystal power carve out 3 per month, revenue growth will resume, or even have the opportunity to challenge a record high 1.4 billion.
Thai Valley Optoelectronics in January sales by 8% on the Thai Valley said, largely by MOCVD into the factory, the production yield could be improved, as MOCVD into the plant commissioning phase will take about 3 to 4 months, estimated in March revenue will begin to grow 4 per month carve out gradually stabilized, Season 2 is expected to smoothly enter the track.
LED chip industry, said television brand as the specifications of different customers with special requirements and technical barriers, 2010 chip size on the TV backlight is different from the 2009, so new entrants into the supply chain difficult to take the short cut, second-line chip plant to meet customer demand, is still in sporadic delivery stage, the current market supply gap of at least conservative estimates more than 2 percent, the second half of 2010 and in short supply situation will continue.
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