On both sides of the fab first expansion for the LED lighting business
As LEDTV backlit demand grew sharply last year, to a large number of the LED chip production capacity, although has not been fully resolved a glut on the market predicament, but also sharply reduces the gap between supply and demand, so since this year, on both sides of the fab and expansion has released news in succession.
As LEDTV permeability due to reach 90% this year, according to LEDTV replace market opportunity is in the past, markets expect from 2014 ~ 2014, LEDTV will enter the natural growth market demand, the growth of the backlight needs less, LEDTV backlit age of rapid growth in the past, so the LED industry began to lock in the LED lighting market layout, and on both sides of the fab expansion has been more this year are coming from.
China fab parts, including three Ann, ShiLan micro, Macao ocean shun cheong industry such as spread the message of quasi amplification chip production capacity, chip plant in China two years ago by government subsidies and aggressive expansion chip production capacity, overall market capacity in the predicament of serious supply exceeds demand, the situation has not been resolved, and this fab expansion has a sharp move seems too risky?
Companies believe that business is 5 years of market development, and expansion has three Ann this election is bullish on the LED illumination brought by the rapid development of the market demand, leading to expansion screens, in order to avoid the real opportunity comes but dangerous can cover.