LED positive from the LED heat dissipation plate products factory

LED lighting penetration will increase this year, semiconductor and passive components Taiwan factory positive from the LED lead frame and LED substrate related products, production, shipments and revenue performance can be greatly improved.

Research firm DIGITIMES Research estimates that this year the global light emitting diode (LED) lighting market will reach $25 billion 400 million, penetration to 18.6%; LED and LED using a multiple lamp tube lamps, commercial lighting, will become the main products this year, is expected to drive LED lighting to enhance penetration.

With the development of LED technology, and constantly improve the brightness of the single crystal, light emitting diode wattage has also increased, LED heat dissipation design has become a key, so the LED industry emphasizes component miniaturization, high power efficiency, and must take into account the design demand of low cost.

Optimistic about the future development of LED market, more and more semiconductor materials and passive components factory, competing in LED lead frame and LED substrate products, including packaging and optical materials suppliers Changhua (8070) and Shunde (2351) lead frame supplier; LED ceramic packaging factory Tongxin electric (6271); Dayi passive assembly plant (2478), light (3624), nine Hao Jie (6127), polytronics (6224) and heshentang (3026) etc..

Long LED as one of the main driving force for long-term operation, and actively develop related products, the current LED frame monthly revenue of about NT $10 million to about $20 million.

Changhua estimates, future LED 24 consecutive months of lead frame have the opportunity to create revenue; by the end of 2014, Chinese investment in the long LED lead frame scale of capital expenditure in NT 1 billion yuan.

Optimistic about the handheld device for LED backlight and LED lighting applications, the continued development of new Shunde LED lead frame, Taiwan and foreign customers actively starting March, new LED lead frame has begun volume forecast in the second quarter LED lead frame can be shipped by quarter to.

Corporate estimates, this year, the proportion of the total revenue of the Shunde LED wire rack, can be rushed above 10%.

Tongxin electric ceramic substrate LED continue to expand production capacity this year, related products will be the main operation this year growth momentum last year, LED accounted for the overall electric heat dissipation substrate Tongxin 46% of revenue. Tongxin electric corporate pointed out that high brightness LED ceramic substrate global market share of 8.

The fourth season of the heat dissipation capability of high aluminum nitride substrate last year, accounting for the proportion of revenues Tongxin electric LED substrate has been to 36%; legal person said that the future will continue to increase the number of LED light emitting tile, aluminum nitride substrate demand can be further enhanced.

Passive component factory is also actively expanding the LED heat sink capacity. Yi Yi LED heat sink in addition to cut into the field of LED lighting, but also continued to cut into the smart phone application lens flash, single month shipments steady growth.

The LED substrate proportion of Dayi overall revenue in 7% to about 10%, to the end of the second quarter corporate estimates, LED revenues accounted for on the substrate 1; the second quarter monthly sales target of 30 million yuan, the second quarter LED gross margin has the opportunity to positive substrate.

Vihonor this year will also be extended LED heat dissipation plate production capacity, estimated this year LED heat dissipation plate performance can be compared to last year increased 1 times, the LED substrate vihonor accounted for 1 of revenue into overall 1 to about 5. Legal person said vihonor LED continued to send the samples to the substrate Korean, European and U.S. Department of LED lighting customers.

Nine luxury in the second quarter of non resistance type ceramic substrate products are expected to continue camp sports energy, the current automotive electronics and LED non resistance applications accounted for about 15% of revenue.

Wo Tang hall this year, the layout of the continuous LED heat sink products, capital expenditures this year, focusing on the project, but also includes the expansion of the production of LED heat sink, this year Wo Tang LED heat sink performance is expected to grow over last year.

From the material point of view, the industry more than the use of high thermal conductivity of the ceramic substrate material, as LED heat sink substrate material, but also the introduction of industrial cooling materials with aluminum substrate LED cooling substrate products.

The prospect of these Taiwan factory this year in the LED substrate, with the exception of Tongxin electric, LED substrate proportion of each factory overall revenue is not high, Taiwan this year continue to actively enter the factory, in production, shipments and revenue is expected to significantly improve the performance.