Taiwan LED backlight market demand and forecast to 2015 into 3 vendors mainland delisting

Europe and the United States, driven by sales of LED TV to bargain, Taiwan LED industry to maintain a positive view for the second half of the backlight market views, including Epistar, Formosa Epitaxy new century backlit capacity both to maintain full load water level, the fourth quarter is expected to mainland China, energy subsidies next year Lunarbefore stocking to support the demand for LED plant back light.

Taiwan back light demand is quite strong, because the international brand factory launched in the U.S. market breakout price stimulate consumption, including 6-inch LED TV prices have dropped to $ 1,200 LED TV penetration dramatically pulled backlit capacity remained at the high-end water level.

Epistar chip factory from Taiwan LED companies promulgating the revenue figures, revenues of 17.2 billion New Taiwan dollars in August compared to July, up 3.2%; Formosa Epistolary July sales also hit a new high of 23 months, up to 4.52 billion New Taiwan dollars, month by 2.69%; the packaging factory Donper also LED TV demand pulled, revenue of $ 8.22 billion New Taiwan dollars, month by 6.2%, bullish the backlogging demand will continue to the fourth quarter.

On the other hand, the mainland LED plant positive vertical integration of action is also of concern. According to statistics, by the end of 2011, mainland China chip plant, about 76, the packaging plants up to 1000, more than 2000 lighting applications. However, the Taiwan LED industry estimates, a large number of competitors, coupled with the future in the capital, technology may still face difficulties, will launch a knockout. By 2015, China will have 3 percent of the the LED plant will exit market.