Order explosion capacity, LED packaging plant optimistic

LED industry entered the traditional peak season, from the upstream chip to the downstream packaging plant orders are bursting production capacity, including Dongbei, Hong Qi and other packaging plants are optimistic about the performance of the second quarter.

The packaging plant Dongbei announced its expansion last week and spent NT$1.23 billion to purchase five industrial parks, mainly for lighting production lines. Dong Bei pointed out that in the future, lighting products will be produced in 100% Taiwan, and the output will be doubled after expansion. With the growth of lighting demand, Dongbei said that after the third quarter of this year, lighting will account for more than 35% of revenue.

On the other hand, LED backlighting demand also entered the peak season. Dong Bei said that the preparation of the Chinese television brands for the 51st wave has started, this year's mainstream models to enlarge the size of 40 inches, in addition, the South Korean manufacturers led the demand for more than 50-inch large-size TVs also doubled, the number of LED required more. Therefore, under the lighting and backlighting support, the second quarter performance is expected to have double-digit growth.

Hong Qi, a packaging plant, said that in April, production capacity will be soared and orders will continue throughout the second quarter. If there is a distinction between terminal applications, from the backlight, lighting, to display kanban, the demand for the entire product line has grown significantly, which is a significant season effect. Hong Qi said that although the order saw June, the price is not good, but fortunately, the current production capacity is full and high-margin orders can be selected.

LED profit-making king, is also the packaging and lighting brand maker Everlight also optimistic about the performance of the first half.

Ye Dufu, chairman of the Board of Directors, pointed out recently that with the rising penetration of LED lighting and the ban on incandescent light bulbs in Europe and America, lighting demand this year is expected to be strong, and the second quarter's revenue is expected to grow significantly.