Affected by the impact of LED upstream manufacturers, part of the LED plant in Taiwan said Q4 profit shrink

LED packaging factory industry revealed that TOYOTA is currently a lot of inventory and the synthesis of new models LED, TV only a small pull goods, showing the price trend of LED in Q4.

Crystal electric said that the recent Samsung and LED of Seoul, at a relatively low price to Taiwan. LED TV demand has declined, but the upper reaches of the international sapphire substrate manufacturers are still Q4 lead the rise of 10%, so that the LED epitaxial plant Q4 maintain high gross margin is not easy. South Korea LED surplus, Han suppliers direct supply to the backlight module factory, so that the LED packaging factory price pressure, and direct LED chip factory price reduction.

Crystal electric had the capacity utilization rate of 100%, this quarter has been less than 90%, in November and October December order almost, is affected by the inventory of factors, may cause the capacity utilization rate is lower and lower, the revenue difference of about 10%. 2011 1, in February due to fewer days of work, the LED is still a weak quarter, the demand will be more obvious until the year up to March.

Donbei photoelectric said, the upstream chip prices mainly because of the cold cathode tube (CCFL) inventory models, the TV factory in CCFL TV inventory clear priority under the premise of less LED TV, making LED lower demand. With the Korea factory bargain to grab a single, QQ backlight applications LED great price.

Billion light this has required the upstream price, but with the new year, back to the temperature requirements, LED TV has gradually warmed the phenomenon.

Canyuan said that in 2010 August LED prices did not drop, but the Q4 customers have to bargain, the average unit used in backlight area reduction of 10% to 15%.