According to Taiwan media reports, Japanese manufacturers such as Sharp and Sony were squeezed by Samsung and other Korean brand factories in 2010 Q2. In order to alleviate the problem of tight LED production capacity, they came to Taiwan to look for outsourcing factories. Taiwan’s LED packaging industry Single, the product has been certified in the second quarter. However, to Q3, affected by the LED TV inventory problem, coupled with the lack of production capacity of the Japanese factory's own LED, the Japanese factory stopped the release of the Taiwanese, the industry estimates, this transfer effect will be postponed to the first half of 2011.
Taiwan Dongbei had already sent 42-55-inch large-size LED light strip samples to the Japanese factory. It was originally estimated that Q4 will start delivery. The initial shipment level is estimated to be about 1,000 to 20 million in a single month. However, Dongbei pointed out that the current product has not been successfully delivered to Japanese manufacturers. The main reason is that the Japanese factory has strict requirements on products. At present, the products are still undergoing certification, and it is expected that the first half of 2011 will be delivered smoothly.
The industry estimates that due to Q3 inventory problems, coupled with the Japanese manufacturers' own LED capacity is not full, the original talks on Taiwan OEM orders will stop in October, Q1 2011 can start shipping smoothly Observed.
Hong Qi was also affected by the delay of this wave of factory orders. Hong Qi estimated that the revenue in November will be about the same as that in October. Currently, the revenue in December is slightly increased, but Q4 is still a weak quarter. The legal person estimates Q4 camp. The contracted quarter was reduced by 1-2%.
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