LED TV is hot, and upstream manufacturers have raised funds to expand production.


LED TV has greatly stimulated the demand for LED, and led the upstream epitaxial plant to raise funds for expansion. Since 2009, the listed LED epitaxial factory has started the fundraising plan and the initial amount of the proposed fundraising plan has exceeded NT$17 billion. Due to the increasing diversification of LED applications, various parties are competing to participate in fundraising, and LED chips are hot.

According to estimates from major TV brands, the number of LED TV shipments will increase from 15 million units in 2010 to 30 million units, more than five times that of 2009. Promoting LED TV is the most active and the earliest South Korean Samsung Electronics, the demand for LED chips is the biggest, all of Taiwan's chip production capacity is not enough for Samsung, not to mention LG, Ruixuan, SONY, Sharp have to join the LED TV battle. Coupled with the demand for backlights such as small notebooks and CULV notebooks, foreign brokerage Morgan Stanley estimates that global LED demand will grow by 32% in 2009 compared with 2008, and the growth rate in 2010 will reach 70%.

The LED LED production capacity of Taiwan LED Epitaxial Factory has been fully loaded in the second quarter. The monthly order and capacity gap has reached 20% to 30%. The company has realized that it will not be able to expand its production orders, and plans to expand production and raise funds. Guanglei’s one billion yuan fundraising plan, the first wave was eaten by the original shareholders. It is estimated that the product will be expanded to 400 million pieces per month in 2009, and increased to 500 million units in the first half of 2010. The crystal cash in hand exceeds 100. 100 million yuan, will expand capacity by 10% in 2009, the market also believes that in addition to expansion, the company will also launch mergers and acquisitions, rapid increase in production capacity and revenue; in 2009, also added 11 MOCVD machines, Taigu The plan will double the current monthly production of 50 million and reach 100 million by the end of the year.

Li Bingjie, chairman of Jingdian, predicted that the demand for LED TV chips is more than eight times that of mobile phones. However, some industry players also believe that the expansion capacity of the epitaxial plant will not be released until 2010, and the chip shortage will be lifted in the second half of 2010, responding to the "normal" of the average chip price of two to three percent per year. It will be the key to how to maintain the gross profit and industrial advantages of the large-scale expansion of the epitaxial plant.

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