Thanks to the rise of backlight business opportunities, LED factories have been expanding their production plans. Taiwan-related equipment manufacturers such as Jianding, Wanrun, Wangsi and Lei Ke will continue to expand production in response to huge demand.
It is reported that in response to the demand for large-size backlight LEDs, Dongbei is actively expanding its production. In 2010, capital expenditure will be pulled from 300 million in 2009 to 600 million yuan. Due to the close cooperation between Jianding and Dongbei (2499), the orders for 20~30 LED package inspection machines required for the new production capacity of Dongbei this year are all given to Jianding, and Jianding is also the equipment supplier of Yuhong and Yiguang. . Wang Silicon's LED inspection machine shipments in the first quarter was only about 10 units, but in the second quarter, Jingdian, Yuyuan (3061) and South Korea's Samsung and other expansion plants also allowed Wang Silicon LED inspection machine shipments. Increased since May.
Due to the expansion of the LED production capacity of the panel factory, it is unable to keep up with the increase in demand. Therefore, in 2009, it will give priority to Taiwan’s Epistar plant. In order to meet the needs of customers, Epistar has carried out a large-scale capacity expansion plan. It is expected that in 2010, the demand for LED backlight LCD TVs will continue to grow. The panel manufacturers will expand the LED purchase to the packaging factory, and the latter packaging companies will expand capital expenditures. .
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