Letter Kam into the Toshiba LED TV supply chain into the world's largest TV bearing suppliers

Letter Kam Following the receipt of Sony TV orders, and then into the Toshiba LED TV supply chain, next year TV bearing shipments will double to 8.5 to 9 million units, along with the orders of international companies letter Kam revenue next year is expected to exceed 100billion mark, the two percent annual growth challenges.

LED TV market penetration this year, a substantial increase in the end of this year is expected to reach 70% next year, the point of view Jiucheng LED TV LED stressed thin, pulled the of institutional key and base production threshold, letter Kam advantages related technologies become TV thin largest beneficiary.

It is understood that the letter Kam September Sony LED TV and LED monitors bearing up to 12 billion yuan (NT, the same below) of large orders into the Toshiba supply chain letter Kam TV to become the world's largest bearing suppliers .

Letter Kam bearing the major customers of TV next year Funai, Sony and Toshiba, and the next year's shipments in terms of an estimated 8.5 to 9 million units, more than doubled this year to more than 400 million units, new orders in November goods.

On November 5, the letter Kam said the end of next year, the company plans to Malaysia or Thailand to set up factories to to nearest supply Japanese customers. Sony and Toshiba has factories in Malaysia and Thailand, the legal letter Kam go there to set up factories, Sony and Toshiba to meet order demand.

Letter Kam estimate the fourth quarter is expected to be flat with the third quarter. In September this year, the letter Kam start rate of self-enhancement program, has reached the effect of cost reduction letter Kam revenue to expand at the same time next year, the gross profit margin was able to maintain a high level of 23.5 to 24% this year. Letter Kam Toshiba, Sony and other manufacturers orders inject, plus AIO such as applications shipped continued to see growth next year, revenue is expected to exceed ten billion yuan mark, Challenge two percent annual growth rate.

The bullish the Philippines switches tide Sharp intends to annual output of 200,000 units in the local LCD TV

Nikkan Kogyo Shimbun reported, according to Japanese media, optimistic about the Philippine market will be booming (changed from CRT TV to LCD TV), Sharp (Sharp) program in early November through Philippine subsidiary "Sharp (Phils.), Corporationstart in the local production of LCD TV, LCD TV sales accounted for up to 7 percent of the level. The Sharp trial production will be carried out by the end of October.

Sharp plans to first production product is equipped with 24-inch LED-backlit models, after the production of objects to be increased to 32-inch products. , Sharp LCD TV in the Philippines, the local annual production capacity of early will be 20,000 units plan in three years, will be expanded to an annual capacity of 200,000 units.

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.

LG, Philips, Toshiba to develop LED Smart TV

It is reported that the recent opening of the IFA consumer electronics show, LG, Philips and Toshiba, and other manufacturers to develop a versatile LED Smart TV platform system debut.

Since after the birth of the Smart TV, Philips, LG, and Toshiba gradually Samsung and domestic manufacturers behind them. Toshiba said they hope to set up a Smart Television Alliance, the Union is looking to attract more allies to join the common platform jointly developed system is destabilize the key step in the alliance with Google.

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As early as the end of 2010, Google launched the first Android-based smart TV Today Samsung officially launched Google TV Smart TV, the news of Apple's entry into the smart TV market is even more concern. Said to the expansion of the television market against Apple and Google, other TV manufacturers decided to work together to develop the operating system last blog through competitive differentiation.