Topic: The industry's first-line brand manufacturers are actively investing in LED-backlit TVs. The world's largest LCD TV and LED-backlit TV brands, Samsung with the highest market share is 46/55-inch, and the second-largest LCD TV brand LG is 47. /55 inch is the flagship model. LED packaging companies such as Lite-On (2301) and Everlight (2393) have entered the Samsung and LG supply chains and started shipping in the fourth quarter. Since the shipment and amount of LED-backlit TVs in 2010 will be larger than the sum of mobile phones and NBs, the revenues for LED upstream epitaxial plants and downstream packaging plants will be considerable.
Lite-On and Everlight are the top two LED packaging factories in Taiwan. They are currently cooperating with major TV panel manufacturers in Taiwan and have received OEM orders from major manufacturers. It is understood that Lite-On has successfully entered the LED backlight TV supply system of Samsung and LG. The size of the LED backlight module produced by Lite-On is mainly for the supply of these two Korean factories. Wu Xiangrui, general manager of Guangbao Technology Optoelectronics Group, said in the "Taiwan LED development trend and investment opportunities" that Lite-On has entered the LED market very early, and the latest development is to enter the LED backlight module, the size is concentrated in 46/47 inch and The 52/55-inch large-scale LED TV is officially mass-produced and supplied to global brand manufacturers in the fourth quarter. Everlight's LED-backlit TVs will also begin to ship in large quantities. Ye Weifu, chairman of Everlight, pointed out that once the LEDs used in TVs increase, the upstream LED chips will be out of stock, and Everlight will actively deploy in the upstream epitaxial plant.
Due to technical considerations of LED-backlit TV manufacturers, the barriers of downstream packaging plants are relatively clear. Dongbei Optoelectronics entered Samsung's supply chain through South Korea's LUMENS, while LG concentrated its orders on Lite-On and Everlight.
Lite-On and Everlight are the top two LED packaging factories in Taiwan. They are currently cooperating with major TV panel manufacturers in Taiwan and have received OEM orders from major manufacturers. It is understood that Lite-On has successfully entered the LED backlight TV supply system of Samsung and LG. The size of the LED backlight module produced by Lite-On is mainly for the supply of these two Korean factories. Wu Xiangrui, general manager of Guangbao Technology Optoelectronics Group, said in the "Taiwan LED development trend and investment opportunities" that Lite-On has entered the LED market very early, and the latest development is to enter the LED backlight module, the size is concentrated in 46/47 inch and The 52/55-inch large-scale LED TV is officially mass-produced and supplied to global brand manufacturers in the fourth quarter. Everlight's LED-backlit TVs will also begin to ship in large quantities. Ye Weifu, chairman of Everlight, pointed out that once the LEDs used in TVs increase, the upstream LED chips will be out of stock, and Everlight will actively deploy in the upstream epitaxial plant.
Due to technical considerations of LED-backlit TV manufacturers, the barriers of downstream packaging plants are relatively clear. Dongbei Optoelectronics entered Samsung's supply chain through South Korea's LUMENS, while LG concentrated its orders on Lite-On and Everlight.
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