| LED LCD backlight TV 2010, market demand, | | | | order is greater than capacity, and capacity tight, |
| large-size LED backlight applications will become the | | | | part of the customer orders one billion, the last can |
| main industry growth, however divergent because of | | | | only meet 50% of the demand. |
| LED plant to expand capacity, which raised worries | | | | Crystal power, said sales of its current share of |
| fear will enter production oversupply, Samsung has a | | | | about 20 weeks to 30%, customer concentration is |
| more outgoing Korean plant Electronic | | | | not high, the impact is limited, because the mainland |
| (SamsungElectronics) LED faucet factory will cut | | | | Home Appliances Manufacturers and the Japanese |
| single-crystal power, make LED industry gathering | | | | plant is actively expanding the customer objects, |
| clouds. LED chip industry have said that the current | | | | together with chips of technical improvement will |
| order is still greater than production, a conservative | | | | benefit the average selling price (ASP) to maintain |
| estimate of at least 2 percent gap orders over | | | | and enhance profitability, the 2010 outlook remains |
| capacity now is only worried about whether it can | | | | cautiously optimistic. Industry estimates, crystal |
| meet the market demand. | | | | power carve out 3 per month, revenue growth will |
| LED chip factory in January 2010 is not the weak | | | | resume, or even have the opportunity to challenge a |
| revenue performance, despite fewer working days in | | | | record high 1.4 billion. |
| February, is expected to affect sales performance, | | | | Thai Valley Optoelectronics in January sales by 8% |
| but together with crystal power, Formosa Epitaxy | | | | on the Thai Valley said, largely by MOCVD into the |
| and so the industry continued to intensify during the | | | | factory, the production yield could be improved, as |
| Chinese New Year rush, 3 On normal working days, | | | | MOCVD into the plant commissioning phase will take |
| together with application of large-size LED backlight | | | | about 3 to 4 months, estimated in March revenue will |
| and Illumination Demand continues to grow, LED | | | | begin to grow 4 per month carve out gradually |
| industry forecast in March to resume revenue growth | | | | stabilized, Season 2 is expected to smoothly enter |
| trend is expected. | | | | the track. |
| Optimistic despite market demand, but supply 2010 | | | | LED chip industry, said television brand as the |
| LED chip surface noise constantly, due to concerns | | | | specifications of different customers with special |
| over expansion of LED plant fear led to imbalance in | | | | requirements and technical barriers, 2010 chip size on |
| production, while Samsung and other TV brand | | | | the TV backlight is different from the 2009, so new |
| makers strongly support their own LED subsidiary, | | | | entrants into the supply chain difficult to take the |
| may have been caused by Taiwan-based LED | | | | short cut, second-line chip plant to meet customer |
| Factory to replace the crisis, more rumors in recent | | | | demand, is still in sporadic delivery stage, the current |
| weeks the market could cut single-crystal TV for | | | | market supply gap of at least conservative estimates |
| fear of causing 15 to 20% revenue decline. However, | | | | more than 2 percent, the second half of 2010 and in |
| the crystal electric directed at rumors that this is | | | | short supply situation will continue. |
| inconsistent with the facts, stressing the current | | | | |