Driven by the sales of LED TVs in Europe and the United States, Taiwan LED industry maintains a positive view on the backlight market in the second half of the year, including Jingdian, Yuyuan, and the current backlight production capacity in the new century. The fourth quarter is expected to be due to the mainland energy conservation subsidies and the lunar calendar next year. The front stocking supports the LED factory backlight demand. The competitors of China's LED factory are now actively integrating vertically. Under the threshold of capital and technology, the knockout will be launched. The analysis and estimation will lead to the exit of 30% of LED factories by 2015.
The media pointed out that the current demand for backlights in Taiwan is quite strong, because the international brand manufacturers in the US market launched a break price to stimulate consumption, including the price of 60-inch LED TV has dropped to 1,200 US dollars, LED TV penetration rate is rapidly rising, backlight production capacity is maintained at High-grade water level.
From the revenue figures released by Taiwan's LED companies, the chip factory's crystal revenue in August was 1.72 billion NT dollars, up 3.2% from July; the July revenue also hit a 23-month high, reaching NT$452 million, a monthly increase of 2.69%; Dongbei, a packaging factory, also increased its demand for LED TVs, with revenues of NT$822 million, up 6.2% month-on-month, and optimistic demand for backlights will continue into the fourth quarter.
On the other hand, the active vertical integration of the mainland LED factory has also received much attention. According to statistics, by the end of 2011, there were about 76 chip factories in mainland China, with 1,000 packaging factories and more than 2,000 lighting applications. However, the Taiwan LED industry is expected to have a large number of competitors, and in the future, the capital and technology may still face difficulties, the knockout will begin. By 2015, China will have 30% of LED factories will withdraw from the market.
The media pointed out that the current demand for backlights in Taiwan is quite strong, because the international brand manufacturers in the US market launched a break price to stimulate consumption, including the price of 60-inch LED TV has dropped to 1,200 US dollars, LED TV penetration rate is rapidly rising, backlight production capacity is maintained at High-grade water level.
From the revenue figures released by Taiwan's LED companies, the chip factory's crystal revenue in August was 1.72 billion NT dollars, up 3.2% from July; the July revenue also hit a 23-month high, reaching NT$452 million, a monthly increase of 2.69%; Dongbei, a packaging factory, also increased its demand for LED TVs, with revenues of NT$822 million, up 6.2% month-on-month, and optimistic demand for backlights will continue into the fourth quarter.
On the other hand, the active vertical integration of the mainland LED factory has also received much attention. According to statistics, by the end of 2011, there were about 76 chip factories in mainland China, with 1,000 packaging factories and more than 2,000 lighting applications. However, the Taiwan LED industry is expected to have a large number of competitors, and in the future, the capital and technology may still face difficulties, the knockout will begin. By 2015, China will have 30% of LED factories will withdraw from the market.
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