Foreign capital is not optimistic about the LED panel 2009 fear of price


After the white-brand mobile phone, the white-label laptop may become another business opportunity, but foreign investors still believe that in the panel industry and the Japanese industry competition, LED will face a price hike in 2009, it is expected that white-brand mobile phones and even laptops will contribute to LED. Limited, it is difficult to make up for the sharp decline in the consumer electronics market in Europe and America.

Taiwan’s LED stocks with a high proportion of revenue from mainland China, Qi Hong and Hong Qi said that they have not yet received orders for white-branded small laptops, but there are requests from relevant customers in mainland China to send samples, showing white-sized laptops. There is an opportunity to set off. However, the current global consumer confidence is weak, and the actual number of orders that can be exchanged can be said to be an opportunity, but it is not sure. Qi Hong said that the revenue of the shipping sites in mainland China is estimated to account for 55% of the total, including many European and American manufacturers, which cannot be fully interpreted as white-label mobile phone revenues. Therefore, white-brand mobile phones and even white-sized laptops that the market expects are currently There is still no ability to support growth in revenue. It is the LED street light. Qi Hong pointed out that there are still orders for LED street lights from mainland China in the fourth quarter. It is estimated that there will be 10,000 盏 shipments, which will bring stable revenue to December. Hong Qi said that the white card small laptop order has not been seen, but has been sent to the customer, it seems that it will not help the December performance.

The industry believes that the current mobile phone application is weak, it is expected that the revenue of Haohong in December may be more than 10% lower than that in November, and LED backlight may not be able to contribute revenue until the third quarter of 2009. At present, only LED street lights are called Honghong. Growth momentum, it is estimated that in 2008, the sales of LED street lights will reach 30,000 baht. Recently, the company also marked the bid for the 20 million yuan street lamp of Chiayi. It is estimated that the after-tax earnings per share of Suihong in 2008 and 2009 will be NT$1.58 each. With NT$1.28. Foreign-funded Merrill Lynch believes that LED backlights have limited benefits to LED packaging companies in Taiwan. Merrill Lynch’s research report is based on billions of light, limited by patent issues and panel makers’ investment in the LED industry. Faced with the pressure of price hikes, it is estimated that the spread between Taiwanese manufacturers and Japanese peers may be reduced to less than 15% from the current 30% to 40%.

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Electrolytic capacitor

The electrolyte material inside the electrolytic capacitor, which has charge storage, is divided into positive and negative polarity, similar to the battery, and cannot be connected backwards.A metal substrate having an oxide film attached to a positive electrode and a negative electrode connected to an electrolyte (solid and non-solid) through a metal plate.

Nonpolar (dual polarity) electrolytic capacitor adopts double oxide film structure, similar to the two polar electrolytic capacitor after two connected to the cathode, the two electrodes of two metal plates respectively (both with oxide film), two groups of oxide film as the electrolyte in the middle.Polar electrolytic capacitors usually play the role of power filter, decoupling (like u), signal coupling, time constant setting and dc isolation in power circuit, medium frequency and low frequency circuit.Non-polar electrolytic capacitors are usually used in audio frequency divider circuit, television S correction circuit and starting circuit of single-phase motor.

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