Taiwan LED power plant is expected to benefit from the LED lamp replacement policy

Recently, the market of Taiwan administrative institute will through the "economic coping scheme", to promote the county comprehensive facelift 320 thousand LED road lamps, in addition to the direct beneficiaries of Taiwan LED companies, the layout of LED lamp has long power plant Delta, Acbel also is expected to benefit from the synchronization.

Delta LED lights to OEM and own brand and OEM, as part of the current European international companies OEM, 2011 are estimated to be 2000~3000 million dollars in revenue, the company is expected in 2012 will be doubled, is expected to reach 4000~5000 million dollars. In its own brand LED light bulbs, has entered the Taiwan more than 75 professional lighting manufacturers, network operators, and 2 Eupa 3C stores and other channels, at the same time, the government also attack on both sides of LED street before the date of bid, Xiamen has selected 1000 LED road lamps of the government standard, and also in Taiwan have Hsinchu, Taoyuan LED lamps pilot experience.

The Jin Renbao group of Acbel, in the LED Street area also positive for performance, the company's first remote monitoring system combined with LED lights, and successfully overcome the problem of LED waterproof and heat dissipation, also has from the LED lamp components of the whole lamp self-control. In Taiwan, Acbel in 2010 to set up a demonstration area in the edge of the forest area in Pingtung, China has also participated in 5 cities LED Street pilot program, the future performance of LED lights will also have significant growth.

Acbel this year, brisk performance, the main industrial power supply, a cloud and Google to build a cloud data center theme, Google and Synnex (2347) new orders, the company pointed out that with the large cloud server orders surge, Taiwan factory currently all overtime work, expected under the industrial power order blessings. Q4 performance is not short off-season, performance is expected to steady at Q32012 EPS is still expected to maintain more than 1 yuan NT level.