Under the new LED TV model temperature increase and the acceleration of LED lighting in the 12th Five-Year Plan of the mainland, Dongbei, Yuyuan and Yiquan are optimistic about the 2011 Q1 operation outlook.
The downstream packaging plant is slightly faster than the upstream epitaxial plant's recovery, making LED an opportunity to become an industry in the electronics factory, with a few quarterly growth in the first quarter of this year.
Dongbei estimates that in the case of the Japanese TV factory began to ship, the revenue can be raised in Q1, and it is not excluded that the single-quarter revenue can reach a record high.
LED chip maker Yuyuan (3061) also predicted that high-end LED chips may be tight in supply in February.
LED lead frame factory Yiquan (2486) will be significantly warmed up after the start of shipments of Samsung's new models.
At the same time, under the new customer order note, Q1 has the opportunity to hit a new high in 2011; Qihong (3031) has now entered two major factories, and it is estimated that it will start to increase in volume from March.
South Korea's LG Display is also optimistic about the growth of global LCD TVs in 2011. The demand for LED TVs from mainland China is expected to start to recover from the end of Q1, and the growth momentum in the second half is strong.
According to industry insiders, LED is the most vulnerable group in the technology industry in 2010. Although Q410 is generally facing the dilemma of revenue reduction and gross profit margin decline, it is expected to promote LED as a new LED TV model. In the Q1 electronics industry in 2011, a small number of industries with quarterly growth in revenue growth.
Problems with failing factory relays, connectors/terminals and fuse contacts are also common when excessive load is placed on them.
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