News

19 May 2009

 

Backlighting demand produces 'flood of orders' for Taiwan's LED chip makers

According to a Taiwan Economic News report, Taiwanese LED makers Epistar Corp, Formosa Epitaxy Inc, and Tekcore Co Ltd have received a “flood of orders in recent months”, driven by demand for LED backlit LCD TVs.

In particular, Korean LCD TV maker Samsung aims to increase sales of its LED-backlit models this year to around 2m units (10% of its total LCD TV shipments), and to meet such demand approximately 2bn LED chips will be required.

The report quotes sources at Epistar, who say that the firm’s blue LED chip production lines are fully booked through June, and that due to demand it expects to expand its output of blue LED chips to 1.4bn units this year. Furthermore, the firm’s lines of red LED chips are also running at full capacity, say the sources. Epistar’s April revenue was $29m.

Samsung orders for blue LED chips from Formosa Epitaxy has helped drive the firm’s April revenue up by 16% over March, to around $4.1m, and capacity has been booked to fill increasing orders in May and June.

As yet, Tekcore has not directly benefited from Samsung orders, but nonetheless the firm recorded sales revenue of $2.9m in April, thanks to demand for LED backlit notebook PCs and TVs. At present, Tekcore produces around 30m units a month, but plans to boost this to 50m units in June to fill existing orders for a total of 70-80m units. By the end of 2009, the firm aims for a monthly output of 100m units.

See related items:

LED-backlit notebook PC shipments grow 62% in Q4/2008

FOREPI to set up China subsidiary, targeting LED lighting market

Samsung Electronics setting up LED joint venture

LED market to grow 2.9% in 2009, aided by LCD-TVs

Shipments of LED-backlit notebook PCs rise 63% in Q3; penetration to rise to 25% in Q2/2009

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