In the first half of 2009, most of the LED industry suffered losses, and most of the LED group's profit in 2009 exceeded the previous year's difficulty. The market believes that LEDs will glow in 2010, driven by the slowdown in the economy. Among them, the application of LED TV will be the main growth engine. The legal person believes that the long-term profitability and the P/E ratio of the downstream are more potential investment value than the upstream.
Affected by LED TV, the revenue of the LED factory increased month by month. LED industry (2448), Taigu (3339), Yuyuan (3061), brand new (2455), Yuhong (3031), Dongbei (2499), Yiguang (2393), Huaxing (6164) and other LED industry The revenue distribution is 4:6, and there are also close to 3:7. The explosive power of LED revenue in the second half of the year is evident. The long-term application growth of LED is undoubted, but the shadow of price decline is still lingering. South Korea's Samsung Electronics, which promotes LED TV's best, has invested in epitaxial production. In 2009, 70 MOCVD machines have been introduced, and 100 units will be added in 2010. Taiwan's chip manufacturing first and second largest plants, Jingdian and Guangjia's capacity expansion in 2010 are estimated to be 40% and doubled. Together with the LED recruits invested by the panel factory, Ronda and Keli Optoelectronics are all expanding. The legal person is estimated to be the slowest in the second half of 2010, the chip price will start to fluctuate or even decline.
At present, the growth of LED upstream camps is brighter than downstream. However, the legal person believes that the P/E ratio of the upstream epitaxial plant has already reflected the optimistic level in 2010 and even 2011. In the long run, the downstream profitability and the P/E ratio are both more potential investment value than the upstream.
Related stock price 2009/12/28 - 09:17 East Bay TWD 65.0 (+1.72) Billion Light TWD 116.5 (+0.87) 佰鸿TWD 49.70 (+4.85) Huaxing TWD 29.00 (0.00) Jingdian TWD 118.0 (+0.43) Thai Valley TWD 39.85 (0.00) TW round TWD 53.5 (+0.94)
Affected by LED TV, the revenue of the LED factory increased month by month. LED industry (2448), Taigu (3339), Yuyuan (3061), brand new (2455), Yuhong (3031), Dongbei (2499), Yiguang (2393), Huaxing (6164) and other LED industry The revenue distribution is 4:6, and there are also close to 3:7. The explosive power of LED revenue in the second half of the year is evident. The long-term application growth of LED is undoubted, but the shadow of price decline is still lingering. South Korea's Samsung Electronics, which promotes LED TV's best, has invested in epitaxial production. In 2009, 70 MOCVD machines have been introduced, and 100 units will be added in 2010. Taiwan's chip manufacturing first and second largest plants, Jingdian and Guangjia's capacity expansion in 2010 are estimated to be 40% and doubled. Together with the LED recruits invested by the panel factory, Ronda and Keli Optoelectronics are all expanding. The legal person is estimated to be the slowest in the second half of 2010, the chip price will start to fluctuate or even decline.
At present, the growth of LED upstream camps is brighter than downstream. However, the legal person believes that the P/E ratio of the upstream epitaxial plant has already reflected the optimistic level in 2010 and even 2011. In the long run, the downstream profitability and the P/E ratio are both more potential investment value than the upstream.
Related stock price 2009/12/28 - 09:17 East Bay TWD 65.0 (+1.72) Billion Light TWD 116.5 (+0.87) 佰鸿TWD 49.70 (+4.85) Huaxing TWD 29.00 (0.00) Jingdian TWD 118.0 (+0.43) Thai Valley TWD 39.85 (0.00) TW round TWD 53.5 (+0.94)
A Bridge rectifier is an Alternating Current (AC) to Direct Current (DC) converter that rectifies mains AC input to DC output. Bridge Rectifiers are widely used in power supplies that provide necessary DC voltage for the electronic components or devices. They can be constructed with four or more diodes or any other controlled solid-state switches.
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