Optimistic about LED lighting business opportunities passive components into the heat sink

About LED lighting market, not only actively grab tai-saw, other than Taiwan have ambition to passive component factory cut LED substrate, and the expected 2011 LED lighting market will take off, and drive the kinetic energy related substrate delivery. , Taiwan thin film chip resistor (Chip-R) industry vihonor technology has been planned before the end of 2011, the ratio of production capacity will be expanded, monthly production capacity will see 200 thousand. The great science and technology, nine Hao precision, wo Tang Tong and poly Ding technology and other industries have also been ready for production capacity in 2011 is expected to contribute to revenue. Vihonor at LED substrate product line has 5 production lines, 50 thousand per month, while general manager Wei Shilong said that in 2011 the company's overall capital expenditure will reach NT $400 million yuan, of which about 7~8 with LED in the substrate, expected at the end of 2011 production capacity extended to 200 thousand. However, Wei Shilong admits that this block performance growth rate depends on the terminal market penetration, the company is difficult to grasp, and the company is the market follower, the price will follow the market trend, the early product gross margin will be lower than the company average. But expected, with the economic scale, is expected to gradually adjust. Vihonor currently observed, the second half of 2011 LED have the opportunity together with the fermentation substrate market. The market forecast, vihonor LED radiating substrate revenue is expected in 2011, compared with the same period in 2010 is expected to grow 4~5 times. In addition to vihonor, is also the Dayi chip resistor industry but also the layout. Dayi have achieved LED certification, packaging manufacturers! Test list, this area in 2011 will continue to have a contribution to the performance. In addition, it is worth noting that, unlike the industry focus in the field of LED lighting products, heat dissipation material juding is positive to the LED TV in supply chain. Polytronics completed LED thermal material expansion in 2010, monthly production capacity of 90 thousand square meters, the company said, in 2011 and the expansion plan will depend on market conditions, is expected to increase with the LED TV permeability, for shipment growth momentum. In LED package, will adopt alumina (Al203) or aluminum nitride (AlN) as the substrate material, while aluminum nitride and alumina prices higher, about 10 times the price, but because of its better cooling conditions. Industry believes that with the overall market volume, AlN prices will gradually decline, the future will be the mainstream of the market. As for the use of gold or silver plating, but also the cost of consideration, although the degree of oxidation of gold is better but because of high prices, it will be replaced by silver.