Worry about overcapacity in South Korea LED vendors tend to expand MOCVD

Samsung LED (Samsung LED) Samsung Electronics (Samsung ELectronics) TV backlight module with LED main supply factory, to benefit from the Samsung LED TV listed since 2009 sales revenue in 2009, Samsung LED has surpassed Seoul semiconductor (Seoul Semiconductor) in South Korea, LED factory revenue of the crown, and 2010 will remain the leading position in the.

The third quarter of 2010 due to the increase of the global LED TV inventory, resulting in LED TV panel shipments slowed down. Panel prices since August 2010 fell significantly, while the Samsung LED LED TV is mainly due to the application, therefore, affected by this, the 2010 third quarter revenue decline compared to the second quarter of 19.7%, to 346 billion won (about $310 million), which was established in 2009 for the first time since the second quarter revenue decline.

On the other hand, LG Innotek for LG Electronics (LG Electronics) TV backlight module with LED main supply factory, with the 2010 LG Display has been cut into the Vizio and SKYWORTH LED TV supply chain, application of large-size backlight module also drives the LG Innotek containing LED TV, the share of its LED business the Ministry of revenue rose significantly, in this context, the third quarter of 2010 LG Innotek LED Division also by LED TV panel shipments slowed down under the influence of the season and the business interests of both Qi Ying received compared to the second quarter of recession.

Samsung LED and LG Innotek LED division in the third quarter of 2010 revenue decline, in the TV factory to reduce the LED TV equipped with LED number of teeth, and it has been since 2009 expansion of MOCVD (Metal Organic Chemical Vapor Deposition; MOCVD) production equipment to avoid excess capacity, in 2011, Samsung LED and LG Innotek MOCVD expansion machine will tend to be conservative.