LED backlight TV pointer factory Samsung's new model will start trial production in December, driving LED packaging industry recovery, LED backlight source Dongbei next year revenue growth of at least 70%, will challenge 12 billion Taiwan dollars, global market share The rate is over 10%.
Samsung began to suspend the shipment of LED-backlit TV components from July, and began to digest the cold cathode tube (CCFL) inventory TV, resulting in LED packaging factory revenues have declined since July. However, Samsung's new TV model began trial production in December, mass production in January next year, and began to be distributed in the market in March.
Dongbei's revenue, which mainly supplies LED backlights, has reached the bottom of the market with NT$520 million in September. Since October, it has become the first packaging factory to recover first. The revenue of Dongbei will be LED backlight. The new TV model will go up month by month, and the LED epitaxial plant will fall back two to three months.
Wu Kaihui, chairman of Dongbei, said yesterday that according to the major TV factories in Japan and South Korea, 60% of the models will be backed up by LEDs next year, and there will be 70 million to 80 million TVs for TVs over 32 years next year. LED as a backlight, Dongbei next year in the LED backlight revenue will exceed 8 billion NT dollars, far more than this year's more than 5 billion Taiwan dollars.
In addition to TV, Dongbei has also made great gains in LED notebooks (NB) next year. Wu Qinghui emphasized that NB used to be the world of Nichia and Toyota, and Dongbei also won large orders from NB foundries. NB's market share can reach 15%, which is double the growth of 1% this year.
It is understood that Dongbei is Samsung and LG's main LED backlight supply plant, will start supply next year, will become the world's four major LED TV backlight supply plants, the global market share of 10% to 15%, in Taiwan The market share of LED backlights is over 50%.
It is understood that LG's latest LED TV model LEX8, 55 å‹ thickness is 1.2 cm, is the world's thinnest LED TV, this backlight is supplied by Dongbei, Dongbei in LED TV backlight technology Has been ahead of Taiwan's peers.
In order to cope with the big growth next year, Dongbei's production capacity on the two sides will almost double next year. At present, Yangzhou has a monthly output of 300 million, and will increase to 500 million in the third quarter of next year.
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