The performance of light-emitting diode (LED) suppliers is bullish in 2013. In 2013, the market size of large-size TVs larger than 50 inches expanded rapidly, driving the demand for edge-lit LED backlights and increasing the number of LEDs, inspiring LED manufacturers such as Lunda Electronics, Epistar, New Century Optoelectronics, and Canyuan growing up.

Long Bo Electronics Chief Financial Officer and Spokesperson Zhang Boyi said that the company ’s 32 to 55-inch LED TV light bar product ratio has increased, and direct backlight products (including LED packaging) continue to be shipped to mainland China and US brand customers, plus In the lighting application field, Japanese brand OEM customers are added, so January revenue has increased significantly from December 2012 to NT $ 950 million, an increase of 31.7% from December 2012 and an increase of 46.1% from the same period last year.

Zhang Boyi pointed out that the penetration rate of LED backlights in the TV market is expected to climb from 60 to 70% in 2012 to nearly 90%, and the effect of the merger between Ronda and Power Alliance has been reacted in advance. Has worked hard, whether it is a complete machine factory, a panel factory or an upstream supply chain, customers have mastered, and will be able to seize the opportunity of LED TV market penetration in 2013.

It is reported that in addition to epitaxy, die and systems, Lunda Electronics has developed 3535, 3030, 3528, 7020, 7030 and other packaging types for low-cost direct-lit and large-size TV side-light backlights below 50 inches. LED, according to the specifications of different customer groups.

Also taking advantage of low-cost direct- and side-light LED TV business opportunities, Epistar, Canyuan, New Century Optoelectronics and other LED die manufacturers performed well in January 2013, and Epistar ’s revenue broke through 2012 The haze reached NT $ 1.35 billion; Canyuan and New Century Optoelectronics also reached revenue levels of NT $ 300 million and NT $ 270 million, respectively. Among them, Jingyuan Optoelectronics and Canyuan received large-scale outsourcing orders from Korean brand manufacturers, and their revenues increased significantly. The order visibility reached the end of the first quarter.

In addition, with the increase in the shipment volume of mainland Chinese TV brand manufacturers such as Skyworth, Hisense, TCL, Konka, and Changhong, Taiwan LED die manufacturers have the opportunity to enter the mainland China TV backlight supply chain with better product quality. Substantial revenue contribution.

NPD DisplaySearch Taiwan branch analyst Yu Qingwei analyzed that in 2013 the global LED TV accounted for 88% of the overall TV market, of which the market penetration rate of low-price direct-mounted LED TVs below 50 inches will grow from 11.3% last year to 19 However, edge-lit LED backlights (including large-size TV backlights) still account for more than 80% of the LED TV market, which is still the largest market and has become the main market for LED manufacturers.

Yu Qingwei further analyzed that although large-size TVs larger than 50 inches accounted for a low proportion of the LED TV market, about 10%, but their backlights use more LEDs than TVs smaller than 50 inches, so they will also become LED die and packaging An important source of revenue contribution for the plant.

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