Samsung, LG recently came to consider lowering the European market target ship, and the LED backlight demand may be affected, the industry believes that the current demand is still too early to assert the backlight, but LED lighting is indeed an important kinetic energy for the second half of revenue.
Currently, LG electronic intelligent mobile phone, consider lowering the European TV sales target, Samsung intends to reforming European operations, do not rule out the possibility of repair shipments forecast. 2012 LCD TV shipments will be estimated by the previous estimate of 217 million units, down to repair the 215 million units, and does not rule out continued repair.
In China energy subsidies, LED TV penetration has the opportunity to pull up to more than 70%, in the global LCD TV shipments decreased, but permeability increased, LED backlight demand, the current market is still uncertain.
Intelligent mobile phone, LED TV backlight are swarming with LED, and become an important driving force to boost the LED industry in Taiwan, including EPISTAR, canyuan, East Bay, Guangjia (8199), Taigu (3339), (2393), billion light have different proportion of Korean customers. The second half of 2011, Taiwan's LED industry only because the terminal sluggish demand, revenue fell sharply, very not easy to wait until the beginning of 2012 inventory drawdown, LED factory for 5 consecutive months revenue rise, the European market is facing major economic crisis, the second half of the LED lighting market probably will become the important pillar of support revenue.
China were high hopes for the domestic market, due to the golden week TV sales market forecast this year, consumer electronics sales annual growth rate of only 7%, slightly higher than in previous years with an average of 10% growth gap, industry professionals predict that the LED market demand season fell in the second quarter, epitaxial plant full capacity status prediction by August, September will enter the off-season in advance.
Next Tuesday, including the new century (3383), canyuan, Edison (3591), Ronda (3598) and a number of LED industry at the shareholders' meeting, company executives will put forward expected vision and strategy of the LED lighting market with their products, LED lighting will once again become the focus of.
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