LED TV's demand for lead frame is increasing. Yiquan Precision (2486) has received orders for new models of LED leadframes from Korean manufacturers. It will increase significantly in the first quarter of next year, and LED lead frames for TV will double next year; 3653) Received orders from OSRAM and Dongbei Optoelectronics, and doubled the capacity of LED leadframes. Yi Pengrong, a spokesperson, said that LED TV customer inventory adjustments will end in October, and will continue to warm up in November. The new model products that supply LED TV backlight applications have been approved by Korean customers and shipped. Will bottom out.
Yang Bairong said that LED TV lead frame shipments will double at least in 2010 compared with 2010; next year's first quarter revenue will be higher than the fourth quarter of this year, and will grow in the first quarter of this year, and have the opportunity to challenge the second quarter of next year. The quarterly revenue has a new record.
According to the survey by the city's regulatory agencies, the global sales volume of LED TVs in 2010 was about 34 million units, of which Korean manufacturers sold about 10 million units. In 2011, Korean manufacturers expected TV shipments to reach 85 million units, including LED TV penetration. The rate is about 50%, and the shipment volume is about 40 million units. The large customers of Yiquan have grown at least three times next year, which has driven the demand for LED lead frames.
An LED TV backlight application was affected by Korean customers to accelerate the CCFL backlight TV model to adjust inventory, and LED TV new and old products alternated, so that LED TV related products shipped stagnation, capacity utilization fell to 60% However, at present, various CCFL manufacturers have been discontinued, and the LED TV trend is quite clear.
Jianze is recognized by international manufacturers in the soaking film, and has achieved concrete results in the LED lead frame. Dongbei Optoelectronics currently has the highest market share of LED TV backlights, including Samsung, LG, SONY and SHARP, the world's four major TV manufacturers. Dongbei's customers, and Japanese manufacturers began shipping in the first quarter of next year, and Jiast will also obtain Dongbei's LED lead frame orders.
In addition, Jianze has also seized the automotive market in the LED lead frame. In cooperation with OSRAM, it has received orders from well-known European car manufacturers and entered the supply chain of the European car factory. It has become a supplier of daytime running lights, and shipments are gradually rising.
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