As expected in the second half of the year led lighting demand will rise, plant foot passive components in LED related areas recently tend to be optimistic attitude, including the special soft radiation material based polytronics, with ceramic substrate based vihonor, Dayi, heshentang, said LED substrate demand has been heating up, the second half optimistic.
As Taiwan's largest supplier of LED substrate for Tongxin electricity, for more raw materials, including OSRAM (Osram), Cree and Lumiled pass in Taiwan for more material source, have put forward new demand to put bag factory manufacturers, but manufacturers consider the capacity is not high and single customer risk, there is no agreement.
The manufacturer says, Taiwan recently entered the LED manufacturers in the field of heat dissipation increases, because the past products have not yet opened the market acceptance, so most manufacturers only in cooperation with Taiwan LED packaging factory, to send samples, certification, or even part of a small ship to enter the stage, including polytronics, Dayi, heshentang have entered the small mass production, and with mature products, and gradually attract international companies, including Osram, Cree, Lumiled certification to taiwan.
According to the manufacturers said, because in addition to Tongxin electric Taiwan is currently the largest supplier, but manufacturers hope to increase the substrate feed source, so have to see if there are opportunities for cooperation, because new entrants into the passive component factory production capacity is not large, the majority of equipment per month in 50 thousand, 100 thousand, with approximately 20 million, 40 million package cut sheet, but the amount is not large, so it is easy to large orders came in, is almost a bag factory.
But the manufacturers for the large package factory and love and fear, all directly from the big package factory, can ensure that the order to enter the industry without fear; but manufacturers are also worried about the order is too concentrated, fear of risk. As of now, only vihonor statement pointed out that it really talks with Osram orders, due to capacity is small, if the customer order is greater than full capacity, of course, only with. But vihonor quietly pointed out that all Osram orders are still under negotiation, progress can be expected. However, in response to customer demand, the company's board of directors has invested 630 million yuan, the target will be the end of this year, LED heat sink capacity increased from the current 50 thousand to 200 thousand.
Vihonor said that this year the LED substrate since the first quarter of this year to start shipping, as of April, the monthly percentage of revenue has been increased to 5%, with about 4 million yuan, the end of the year target pulled revenue accounted for to 15~20%. At present, vihonor customers mainly in China, including Guang Lei, Wang Qi, Edison etc..
In addition to vihonor, soft material for cooling polytronics accounted for the proportion of revenues of about 10%, this year the company's target to 20% month by month. As for heshentang, Dayi tend to a low profile, however, manufacturers also revealed that in May 4, has set single warming, shipped in the third quarter stage small orders, or the second half of the optimistic view. It is reported that, in addition to vihonor, international manufacturers of certified vendors including Dayi and heshentang.
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