LED chip factory global order gap is still more than 20%

LED backlight LCD TV market demand in 2010 increased, large-size backlight applications will become the main growth of the LED industry, but LED manufacturers have expanded production capacity, causing market concerns that production capacity is likely to enter oversupply, recently came out Samsung Electronics (Samsung Electronics) The LED faucet factory will be chopped, which will make the LED industry cloud. The LED chip industry said that the current order is still larger than the production capacity, and the conservative estimated order gap is at least 20%. Now we only worry about whether the production capacity can meet the market demand.

LED chip factory's January 2010 revenue performance is not weak, although the number of working days in February is small, is expected to affect the performance of revenue, but with the crystal power, Yuanyuan and other operators continue to work hard during the Spring Festival, March work days Returning to normal, coupled with LED applications, large-size backlighting and lighting demand continues to grow, LED industry estimates, March revenue is expected to resume growth.

Despite the optimistic market demand, the supply of LED chips in 2010 continued to be murmur. Due to concerns about the excessive expansion of LED factories, the production capacity imbalance will be caused, and Samsung and other TV brand manufacturers will strongly support their own LED subsidiaries, which may cause the Taiwan LED factory to be replaced. Recently, the market has even spread that Samsung may slash the crystal power, which may cause a 15 to 20% decline in revenue. However, Jingdian pointed out that this is a rumor that is not true. It emphasizes that the current order is larger than the production capacity, and the production capacity is tight. Some customers have placed 1 billion orders, and only 50% of the demand can be met.

According to Jingdian, Samsung currently accounts for about 20~30% of its revenue. The concentration of customers is not high, and the impact is limited. As mainland appliance manufacturers and Japanese factories are also actively expanding customers, and the technical improvement of chip products, It will help maintain the average selling price of products (ASP) and improve profitability. The outlook for 2010 is still cautiously optimistic. The industry estimates that after the production capacity of Jingdian in March, revenue will resume growth and even have the opportunity to challenge the historical high of 1.4 billion yuan.

Taigu Optoelectronics' monthly revenue decreased by 8% in January. According to Taigu, the main reason is that after the MOCVD is introduced into the factory, the production yield needs to be improved. Since the MOCVD plant startup period takes about 3~4 months, it is estimated that the March revenue will be It started to grow, and the production capacity in April was gradually stable. The second season is expected to enter the track smoothly.

The LED chip industry said that because TV brand customers require different specifications and have special requirements and technical thresholds, the chip specifications for TV backlights in 2010 are different from those in 2009, so it is difficult for newcomers to take shortcuts into the supply chain. The second-line chip factory is In line with customer demand, it is still in the stage of sporadic delivery. Currently, the conservative supply market gap is at least 20%. It is expected that the supply shortage in the second half of 2010 will continue.

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