Due to the shortage effect of LED chips, international manufacturers came to Taiwan to find foundry partners. After Jingdian (2448) became the Toyota foundry of Japan, Taigu (3339) will also be a foundry of international companies, Guangjia (8199). In cooperation with Seoul Semiconductor of South Korea, the LED blue chip is out of stock, which has benefited the four upstream epitaxial wafers, such as Jingdian, Yuyuan (3061), Taigu and Guangjia.
According to the solution, the original market believes that only Jingdian and Yuyuan entered the supply chain of LED-backlit LCD TVs, but Guangjin’s chairman Chen Jincai said that 60% of Guanglu’s monthly output of 1 billion is used as a backlight. The company also began supplying chips for LED-backlit TVs as early as April 2009. Chen Jincai said, "LED upstream epitaxial plant business in 2010 can not finish." Taigu special assistant Liu Sanbao said that the current brightness of Taigu has reached 2200MCD (light candlelight), there will be new solutions in the future, Taigu The LED-backlit TV supply chain will be launched in the form of international OEMs.
The problem that the downstream packaging factory could not get the chip also began to emerge. The packaging factory Dongbei (2499) originally estimated that the revenue in September will be 500 million yuan. In the absence of chips, the revenue in September was only 450 million yuan. Wu Qinghui, chairman of Dongbei, said that there is a problem with the current chip supply. Most of the results are that the arrival rate of the machine is not high, which affects the upstream supply of the upstream epitaxial plant. Everlight (2393), which has been flagged in advance in Jingdian, Taigu and Guangguang, is an LED packaging factory that has no shortage of material risks in 2010, and has become the object of panel manufacturers. However, the director of Yiguang said that Yiguang should be the best manufacturer of LED chips in the downstream LED packaging factory. Mainly among the four major chip factories, Yiguang is the major shareholder and the largest customer. The system factory must ensure the LEDs constantly. Hey, you must look for billion light. Recently, a large factory plans to use LEDs under the 26-inch backlight. It is to find billions of light as a partner, and Yiguang’s performance in the second half of the year is pretty.
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