Gao Technology (5439) expanded its operation to set up a LED heat-dissipating aluminum substrate area. It is estimated that the contribution of LED heat-dissipating aluminum substrate in 2011 will be NT$50 million, which is 10 million yuan to 20 million yuan in the second half of 2010. The performance has risen significantly.
Gao Technology said that the LED lighting that will take off in 2011, Taiwanese manufacturers have also stepped up their efforts to form alliances with local distributors in mainland China, Japan, Europe and the United States. Under the gradual emergence of layout benefits, LED manufacturers are expected to show three levels in the next two years. Jumping, relatively driving a large demand for aluminum substrates and LED light strips.
In 2011, aluminum substrate products for LEDs will show a high growth rate. In 2010, they accounted for nearly 10% of high-tech revenue. In the next step of the LED industry, Gaotech will cooperate with customers to actively enter the LED light bar market. At present, LED heat-dissipating aluminum substrates are mainly used by packaging factories, as major customers in LED backlights have eliminated LED TVs and TV brands around the world. Cooperation, and began a large number of shipments, with high-tech existing capacity can only meet the demand of 50% to 60% of orders next year, so the LED aluminum substrate production area was actively established in Q4.
As the production capacity of LED aluminum substrates continues to expand, the proportion of revenue will gradually increase. With the completion of capacity expansion of LED area and the doubling of demand from major customers next year, the proportion of aluminum substrate revenue will increase significantly in 2011, and monthly revenue will increase. The contribution is 50 million. However, Gaoji said that it has gradually expanded from the second half of 2010. However, due to the long delivery period of upstream equipment, it is expected that the new capacity will be able to make up the customer's orders in 2011.
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