Mainland LED packaging factory actively expand production, Taiwan and second tier packaging plant affected

With the LED backlight in LCD TV penetration rate is more and more high, Chinese, LED packaging factory rushing into, and this year, Chinese factory expansion efforts, the monthly total capacity will reach 1 billion, is expected to Taiwan LED Corporation second-line packaging factory such as Acer Qi, Baihong will be affected by the impact of the billion light, East Bay, Ronda is is not affected.

According to statistics, last year, China's LED packaging plant in the backlight market share has reached 20%, including major manufacturers, including Shenzhen Ruifeng, Shenzhen poly fly. It is understood that Shenzhen Ruifeng total revenue last year increased by 71.6%, LED backlight revenue increased by more than 100% year on year, as the main focus of the Shenzhen fly back to small and medium size products last year, the annual revenue growth rate of 42.7%.

Baihong spokesman Wang Yixian said, the backlight proportion of total revenue of less than 10%, plus Chinese, backlight manufacturers bargain actively, many money to sell, so don't think is the development direction of backlight.

East Bay spokesman Weng Congzhi said, accounting for the cost of the whole LED backlight TV is only 3~5%, the proportion is not high, and the TV star LED grain number, not only a mobile phone 4~8, once the quality problems, the follow-up maintenance cost will not generally manufacturers can afford.

Manufacturers said that from the current development of cross-strait LED packaging point of view, the Chinese mainland manufacturers in the large-size backlight layout is not much, still in the small size of the phone or pen, etc. most of the mobile phone backlight intense competition. It can not be said that the 2 years due to the LED backlight LCD TV penetration, and finally to improve the packaging plant operations, coupled with large size backlight gross margin is not bad, Chinese manufacturers want to intervene, is expected.