Dongbei Optoelectronics (2499) LED lighting has received large orders from the Spanish channel factory. It is estimated that the growth of LED lighting in 2011 will double from NT$1 billion to RMB2.5 billion this year.
Dongbei person in charge said that the current demand for LED-backlit TV has been determined to return to temperature, Dongbei's worst revenue performance in the second half of the year is in September. In 2011, Dongbei's order in LED backlights is high, Samsung's new TV The model began trial production in December. In 2011, Dongbei’s revenue from LED backlights will exceed 8 billion yuan, far exceeding the 5 billion yuan this year.
In terms of LED lighting. Dongbei LED bulbs entered the Japanese market, and recently received large orders from the Spanish channel factory and 30 European hotel chain modification orders. In the European 30 hotel chain modification orders, it is estimated that a single customer will place an order in a single month. 30 million yuan, the annual revenue contribution can reach 400 million yuan. In 2010, Dongbei's LED lighting revenue was about 1 billion yuan. In 2011, it has the opportunity to double to 2 to 2.5 billion yuan. The revenue share will increase by 5 percentage points to 20%.
The two key factors that LED lighting can win in the future are the access and cost. At present, the advantages of international patented companies are not in production. Taiwan has a production advantage and can reduce costs. This is also the opportunity of Dongbei, and Dongbei is in the channel. The layout is also quite active, including the layout of channels in mainland China, Japan and Europe.
Dongbei estimates that LED backlights and LED lighting are potential markets in the future. In 2011, revenue will exceed 10 billion yuan, and in 2012 it will exceed 20 billion yuan.
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