Analysts said Samsung LED will follow the panel and DRAM again beyond Taiwan

Tablet is the LED backlight after television and computer screen industry under a focus. Next year, the tablet PC market is expected to take off, will use a large number of LED backlight, which will make the supply of high order LED crystal tight situation, early in February next year. The backlight of apple iPad is mainly composed of Japan Nichia and TOYOTA to supply for the synthesis of other brands, the tablet computer industry launched by Taiwan, most manufacturers of LED, it is expected that the tablet computer will become the next tide, high order LED, 2 main grain supply tight in March.

Market forecast of high order LED grain shortage will appear in the second half of next year in season, but experts believe that the LED grain shortage will occur in February. Also due to the trend of development and market demand, Taiwan LED manufacturers are currently actively expanding production capacity, or planning to China mainland investment to build a new plant, such as crystal power, canyuan, Hua, Ding Yuan, billion light, light, Lite Ding, Ai Di Sen, has plans to invest and build factories in the mainland.

Is Taiwan LED, although manufacturers active layout, but also far behind the South Korean manufacturers. In particular, Samsung Electronics has invested in Samsung LED, directly into the LED market share opportunities. Although limited by the MOCVD machine to pre order period, less supply constraints, resulting in the number of installed Samsung LED far MOCVD machine is still low, but the expert evaluation, the Samsung LED MOCVD in 2010, the number of installed up to 100 units in 2011, will continue to expand production. The observation of the Samsung LED new machine recently imported models and new, large output, according to this estimate, the fastest in 2 ~ 3 years, Samsung LED will be able to catch up with Taiwan LED crystal grain of Dachang electricity, become the main competitors of the LED industry in Taiwan.

Experts further pointed out that Samsung and LG have invested heavily related development work LED front-end and back-end technology, with vertical integration to reduce costs. Taiwan Qimei and AUO LCD panel manufacturers are also actively developing vertical integration. Such a trend, the future will allow Blu ray LED devices and semiconductor factories to speed up production to meet market demand.