The LED package has a large capacity expansion. Will the lead frame supply be tight in 2010?

February 22, 2023

LED downstream packaging plant capacity expansion, 2010 billion (2393) SMD monthly capacity will double, Dongbei (2499), Hongqi (6168), Yuhong (3031) for SMD package have a substantial expansion plan, the industry believes Will drive the lead frame industry to grow in 2010.

It is understood that Yiguang's LED TV backlight shipments will be significantly increased in 2010, and has received orders from major manufacturers such as LG, Samsung and Ruixuan. Initially, SMD production capacity will double from 1 billion to 2 billion. Significantly increased orders in 2010. Dongbei said that the current monthly production capacity of SMD is 400 million. In 2010, there will be up to 20 million US dollars (more than 600 million Taiwan dollars) of capital expenditure, locking in the expansion of large-size backlight SMD packaging capacity. The legal person estimates that Dongbei's 2010 SMD production capacity has a chance to see 600 million to 800 million, while Hongqi and Qihong also have expansion plans. According to this, the legal person estimated that the SMD capacity of the Taiwanese factory will grow at least 50% to 1 times in 2010. Since the SMD package also needs the lead frame in synchronization, in other words, the demand for the lead frame will be greatly increased by the capacity expansion.

Taiwan's main lead frame factory? At present, the monthly capacity of SMD is 800 million. Only in 2010, the annual SMD production capacity will increase from 1 billion to 2 billion, which is expected to yield a large capacity. First, it is pointed out that it takes an average of 3 to 5 months from the installation to the mass production of the lead frame capacity, and the production capacity will be synchronized according to the customer's capacity expansion plan. In fact, from July to August 2009, due to the high demand for LED backlighting of notebook computers, there was a shortage of lead frames out of stock, which was not solved until the beginning of the third quarter. The market believes that with the expansion of LED packaging capacity, it is not ruled out that there will be another situation in 2010.

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