According to the latest report of Merrill Lynch, LED packaging factory Yuhong (3031) is expected to increase its gross margin in the first quarter of 2010, which is better than the third and fourth quarters of 2009, driven by the SMD LED. Performance, high gross margin products, as well as notebook LED and LED street lights, is expected to bring growth momentum in the second quarter of 2010, monitors and LED TVs will also be launched in the third quarter of 2010, and given a "neutral" rating Wait.
Merrill Lynch pointed out that for LED upstream chip suppliers, brand manufacturers will entrust the notebook and LED TV chips to the LED packaging factory to purchase backlight design manufacturers to reduce the cost of the design, so LED chip manufacturers are expected in 2010 Will have access to development opportunities. For Taiwan's LED downstream packaging plants, monitors and TV shipments will begin to be active in early 2010.
Recently, many brand factories and OEM factories in Taiwan have formed strategic alliances with LED manufacturers, such as the alliance between Ruixuan, Yiguang and Dongbei, or the cooperation between LG Electrons and Yiguang. Lin Securities emphasizes that these alliances cannot be lacking in LED packaging factories like Yuhong. The industry will focus on the Chinese market and price competition in the future.
Due to strategic alliance with South Korea's backlight module factory DS LCD, Shunhong will be committed to developing Korean customers, and at the same time, as the main supplier of Samsung BLU, China TV brand factory is now actively promoting LED TV, which will help Yuhong Order visibility. However, due to the establishment of a supply chain in China, it is estimated that the penetration rate of Taiwan panel plants will be relatively reduced. In China's LED streetlight market, due to the lack of uniform standards, the market in 2009 was only 160,000 baht, which is lower than market expectations. However, Shunhong has already indicated that orders from the mainland in 2010 have high visibility.
Related stock price 2009/12/30 - 10:02 佰鸿TWD 48.40(-1.43)
Merrill Lynch pointed out that for LED upstream chip suppliers, brand manufacturers will entrust the notebook and LED TV chips to the LED packaging factory to purchase backlight design manufacturers to reduce the cost of the design, so LED chip manufacturers are expected in 2010 Will have access to development opportunities. For Taiwan's LED downstream packaging plants, monitors and TV shipments will begin to be active in early 2010.
Recently, many brand factories and OEM factories in Taiwan have formed strategic alliances with LED manufacturers, such as the alliance between Ruixuan, Yiguang and Dongbei, or the cooperation between LG Electrons and Yiguang. Lin Securities emphasizes that these alliances cannot be lacking in LED packaging factories like Yuhong. The industry will focus on the Chinese market and price competition in the future.
Due to strategic alliance with South Korea's backlight module factory DS LCD, Shunhong will be committed to developing Korean customers, and at the same time, as the main supplier of Samsung BLU, China TV brand factory is now actively promoting LED TV, which will help Yuhong Order visibility. However, due to the establishment of a supply chain in China, it is estimated that the penetration rate of Taiwan panel plants will be relatively reduced. In China's LED streetlight market, due to the lack of uniform standards, the market in 2009 was only 160,000 baht, which is lower than market expectations. However, Shunhong has already indicated that orders from the mainland in 2010 have high visibility.
Related stock price 2009/12/30 - 10:02 佰鸿TWD 48.40(-1.43)
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