Third-quarter revenues of two camps LED different tune, Unity Opto (2499) and the Formosa 圓 the photoelectric (3061) in Korea, the continent LEDTV plant ahead of orders, revenue rose one after another starting in July, coupled with the deformation gold steel and other non-Apple tablet computer victory, leading Epistar and Everlight back to temperature.
, Chairman of East Tony Wu Qinghui day the all LEDTV inventory in October to clean, customers have begun to accept the new Unity Opto design, so that the performance of the East Tony leading interbank back temperature expected monthly growth in July from 5% to 10 %, from August warmed.
Most of to use Formosa 圓 chip Unity Opto, the strength of the recovery of this wave of LED, the East Bay the Formosa 圓 Council than Epistar Everlight Group early step. Two LED faucet factory revenue in July and August Satsuki, Unity Opto has begun to have a breakout performance.
Said Wu Qinghui, Unity Opto until early next year from the heat, the size of the LED chip, as well as the number of pieces began to re-design, reduce costs, so LEDTV than CCFL more competitive, Han Department of customers a high degree of acceptance, orders have been under , "the LEDTV demand really has slowly warmed."
Wuqing Hui stressed that TV overall shipments and recession, but the first quarter of CCFL Jedi counterattack, a substantial price reduction, plus high on the penetration of LEDTV expect East Tony LEDTV design has let the system plant more competitive, orders have begun to bottoming out, growing force in August and we will refreshing.
In addition, in the backlight of the tablet computer, East Tony and Formosa 圓, also teamed achieved major supply chain ASUS deformation plate sold out, and the Global Supply ASUS deformation tablet computer LED backlight by Donper supply East Tony crystal The Reap sources Epistar and Formosa 圓,.
It is understood that the 10-inch flat-panel computer use about 30-36 LED 7 inch specifications about 24, the general forecast the Apple iPad2 this year, won 70% of the market share of about non-Apple machines It accounted Sancheng, tablet computer with five or six generations line is almost dominated by Taiwan and the special specifications, including the forward voltage (VF) is lower, and the brightness of the brighter vendors must have a special design capability have the opportunity to eat opportunities.
Other hand, the the LED upstream epitaxy factory Epistar, signed a supply contract with South Korea's Samsung in the first half, even if the TV factory inventory adjustments, still in accordance with the contract to Epistar the goods, makes the crystal electric in the second quarter capacity utilization at full load Epistar Consumer goods inventory in the third quarter is still affected.
As for Everlight LEDTV into Japan's Sharp supply chain, forecast third-quarter revenue will be flat with the second quarter.
The capacity utilization of the third quarter and the second quarter is quite at about 70% to insure that the performance does not behave in unexpected ways. |