Due to the full load of LED TV backlight products from Korean customers, the proportion of LED epitaxial wafer Taigu (3339) sold to Japan and South Korea will increase from 20% in 2009 to 50%. The market expects Taigu's full-year revenue growth of 110% in 2010, about NT$2.6 billion.
Lu Mingru, general manager of Taigu, said that he is not worried that the expansion of LED self-manufacturing capacity by Hanwanya will affect Taigu's orders. There is still a big gap between Hanfang's homemade capacity and demand capacity. In the short term, there is still a lot of outsourcing demand.
Lu Mingru pointed out that Taigu's future machine production will be based on 4 å‹ machines, and it is estimated that 4 å‹ machines will exceed 50% next year.
Lu Mingru further pointed out that the material is rising and the LED is out of stock. However, Taigu will stabilize the source by signing a long-term contract with the sapphire substrate factory.
In addition, Taigu does not rule out the establishment of LED epitaxial plant in Suzhou, which may be solely invested in the initial stage, locking the mainland LED backlight and lighting applications.
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