LED application market growth, LED industry actively expanded production capacity in 2010, capital expenditures also increased significantly, LED packaging factory leader Yiguang planning, capital expenditure in 2010 will reach NT$3.7 billion, compared with the previous year average of 2 billion yuan, annual growth The growth rate reached 85%. In addition, Dongbei recently increased its revenue from TV backlight demand, and its revenue also increased. In 2010, capital expenditure is expected to exceed 700 million yuan, a growth rate of one time.
However, in 2010, the growth potential of LED TV was amazing. In the second half of 2009, the LED industry launched a large-scale expansion plan, especially in the upstream die factory. Taking MOCVD machine expansion as an example, the MOCVD machine increased by 260 units in 2009, but In 2010, there will be an increase of 434 units, including Taiwan, South Korea and the mainland, which will accelerate production expansion. It is estimated that the monthly production capacity of LED chips will increase by about 50% from the end of 2009. In addition to the expansion of upstream LED dies, downstream packaging companies that cut into TV backlights have stepped up their efforts to expand capital expenditures.
According to statistics, the global LED factory will significantly adjust the 2010 capital expenditure, the average range is about 2.5 to 3 times, a record high, the US giant Cree also plans to double in 2010.
In response to the development trend of large-size LED backlights, Everlight expects to significantly expand production capacity in 2010, and capital expenditure will reach 3.7 billion yuan. In particular, SMD-type LED packaging capacity will be expanded from 1.35 billion at the end of the third quarter of 2009 to monthly capacity. With a scale of about 1.95 billion, it is expected that new equipment will be introduced from the end of 2009 to January 2010, and it is expected to be put into production before the end of the second season. 40% of Nuochong's production capacity is in Taiwan.
Another 60% is in the mainland factory. Dongbei's capital expenditure in 2009 is about 300 million yuan. It is expected to increase to 700 million yuan in 2010. It is estimated that SMD production capacity will also be 600 million to 800 million in 2010, and with the growth of backlight and lighting applications, the future will not Excluding the increase, if the total investment capacity and the amount of investment in the upstream grain factory are combined, Dongbei expects the total investment amount to reach 1 billion yuan, the growth rate has always been the highest.
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