LED two-package factory Yiguang, Lite-On's SMD-type LED, successfully entered the world's top two LCD TVs Samsung, LG supply chain, and began shipping in the fourth quarter, with 46/47 inches and 52/55 inches The large-size models are mainly used, and the two leading factories began to ship, announcing the coming of the LED-backlit LCD TV era.
As LED backlight TVs will be multiplied to at least 15 million units next year, and the shipment volume and amount will be larger than the total number of mobile phones plus NB, the revenue increase for LED upstream epitaxial chip factories and downstream packaging factories will be considerable.
Lite-On and Everlight are the top two LED packaging factories in Taiwan. They are currently cooperating with major TV panel manufacturers in China and have received OEM orders from major manufacturers.
Wu Xiangrui, general manager of Guangbao Technology Optoelectronics Group, said that Lite-On entered the LED market in 1975. The latest development is to enter the LED backlight module, which is concentrated in large LED TVs of 46/47 inches and 52/55 inches. In the fourth quarter, the company officially mass-produced and supplied global brand manufacturers. As for the manufacturers, he could not disclose them.
Everlight’s senior executive also revealed that Everlight’s LED-backlit TVs will begin to ship in large quantities. Ye Guangfu, chairman of Everlight, also said that once the LEDs used in TVs increase, the upstream LED chips will be out of stock. Actively in the upstream epitaxial plant layout.
LED-backlit TV is the flagship model of LCD TVs in the world. The first-line brand manufacturers are actively investing. The world's largest LCD TV and LED-backlit TV brands, Samsung with the highest market share, the 46/55-inch mainstream, the second largest The LCD TV brand LG is the flagship model with 47/55 inches.
It is understood that Lite-On has successfully entered the LED backlight TV supply system of Samsung and LG. The size of the LED backlight module produced by Lite-On is mainly for the supply of these two Korean factories. Due to the technical considerations of the LED-backlit TV factory, the barriers of the downstream packaging factory are relatively clear. Dongbei Optoelectronics enters Samsung through Korea LUMENS. The supply chain, while LG is to concentrate orders in Lite-On and Everlight.
Wu Chunfa, chairman of Ruixuan Technology, also said that the development of LED-backlit TV will expand cooperation with Taiwan's LED factories such as Canyuan, and will be included in the supply chain next year. In the future, the global LED LED die usage will be greater than the total LED die of mobile phones plus NB. the amount. Recently, it has also been reported that Ruixuan and Yiguang have cooperation plans.
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