Taiwan factory LED lighting business opportunities emerge into the mainland market to grab Lam

With the Taiwan price rise, LED lighting demand has increased significantly, F- Lam (4935), Hua Hong (8240) and Ying Taiwan (3573) business opportunities emerge. The layout of Lam most positive, and to the East Bay (2499), rushing into the lighting market, lighting products accounted for the proportion of revenues is expected in 2012, will be increased from 20% in 2011 to 30% in 2012.

Legal person pointed out that the diffusion plate at present, a larger Taiwan light guide plate suppliers included Taiwan, Ying Hua Hong, Fuxiang (6120), and Lam lighting products more scale layout, in addition has been shipped to Japan's Toshiba (Toshiba) and Australia channel customers, the first half with another Japanese new customers will delivery, and is now rushing into the mainland lighting market.

Huahong after processing and cutting based on the diffusion plate and the light guide plate lighting also began to supply customers with lighting, but the amount is not much; and Yingtai quite lighting customers, lighting application of sheet order ratio is not high, the light guide plate products accounted for about 10~15% of revenue, television is still the main products however, monitors, lighting applications, the total proportion of diffusion plate and a light guide plate in 10%.

With LAM customers increased, and LED lighting into the main market trend, Lam deputy general Cai Zonglin pointed out that in 2012 the lighting light guide plate products is one of the main sources of revenue contribution, the proportion will be from 2011 to 2, this year increased to 3, in addition, there is a light-emitting keyboard light guide plate, and the large size LCD TV the light guide plate. He said that this year the proportion of revenues, at present to the United States Department of luminous keyboard plate products accounted for the proportion of revenues by about 40% by Lam, in size accounted for about 30% of the light guide plate, and the large size liquid electric backlight and lighting light proportion, this year will increase to 30%.

Cai Zonglin said, Zhongshan factory production line put into production after February, production began to enlarge, 4 production lines, 2 put into operation, the other 2 as customer orders soared slowly with the increase of permeability capacity, LED backlight, light guide plate products demand this year from the TV followed enlarged, beginning in March for the brand LCD TV guide followed by light.

At present the main Lam LGP to AOC, SHARP and AU Optronics (2409), South Korea's Samsung LG is smaller, shipments in April, the beginning of the second season, the Korean factory will be relatively large contribution; strategic partners (3231) Wistron orders from the second half of the amount will be enlarged.