On January 20th, AUO Group's Power League donated 1,300 sets of T5 lamp lamps of its own brand to 21 primary schools in remote areas of Hsinchu County, declaring full efforts to enter the lighting brand and foundry market. In addition to HCFL's T5 lamps, lighting equipment It also includes a full line of LED lamps, CCFL lamps and LED strips. At the same time, it said that in the future, it will join forces with the LED chip factory Ronda in the upstream of the group to compensate for the sharp decline in orders for panel backlights.
Powerful League Chairman Chen Xuanbin said that the dual-tube company will enter the lighting brand and foundry market, so the development of various T5, LED and CCFL lamps. In the past few years, panel backlights accounted for 95% of the revenue of Power Alliance. The lighting capacity is currently in short supply. The proportion of future lighting revenues (ie T5 and LED) will gradually increase. It is hoped that in 2009, it will reach 20% of revenue. 30%. At the same time, we hope that Power League will become an important downstream estuary within the AUO Group.
It is understood that because Wei Li Meng is mainly based on LED packaging and lamps, Ronda cuts into the chip upstream of LED. At present, Ronda has already produced a small amount of production. Once the downstream estuary is enlarged, it will become the production capacity of the LED chip of Dehua Ronda. Important pushers will make AUO Group's vertical integration in LEDs even closer. Affected by the sharp decline in the capacity utilization rate of the panel factory, the current utilization rate of the power alliance is only about 50%, and it will not see a rebound in the short term. However, the production capacity of LED and T5 products is still full, and it is expected that the monthly shipment of LED chips will reach 13 million in January. At present, the power plant CCFL monthly production capacity reached 24 million, HCFL monthly capacity of 1.4 million, LED packaging capacity of 50 million, in the panel factory sharply cut, is expected to be a loss in the fourth quarter of 2008, but 2008 It will be profitable throughout the year, and capacity utilization in the first quarter of 2009 is roughly the same as in the fourth quarter of 2008.
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