LED epitaxial Taiwan factory Guangguang Optoelectronics (8199) Although the August revenue has not been announced, but the July revenue of 500 million NT dollars will slightly decline, September revenue may be close to or further reduction in August. However, the company is still optimistic about the long-term development trend of LED-backlit LCD TVs and continues to expand production.
It is estimated that by the end of 2010, the number of MOCVD machines will increase to 60, and the number of MOCVD machines will reach 80 in 2011.
Guangguang 3 Plant has started production in June 2010, and the production capacity will increase gradually. Guangjia will also carry out strategic cooperation with Jingdian in product development, capacity allocation and business, such as capacity support in business and joint procurement in procurement to enhance cost advantages.
At present, Guangguang's product portfolio is still dominated by backlight applications, including NB notebook computers and small and medium-sized panel backlights, Display, low-power LEDs, etc., which together account for more than 90% of revenue, including LCD TV backlights. The source has just been cut in recently, and the ratio is not large. Major backlight customers include manufacturers in Taiwan, Korea, and China. High-power LEDs are already shipping in small quantities, but revenues are still below 10%.
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