1 Round series

What is 『CPFL』 ?

1.    Product Description

ED packager Harvatek recently entered the supply chain for TV backlighting, and inventory adjustments by TV vendors had less affected on it. The company expected its September revenues will reach NT$400 million (US$12.67 million) and 3Q revenues got over NT$1 billion benefit from Japan-based TV vendors’ orders. In Harvatek’s revenues, handset business accounted for about 40-45% and lighting business accounted for about 15%, over 20% for IT (notebook and monitor) products.

Sony Ericsson has named Everlight, the best "Electronics Supplier" of the year in 2009, at Sony Ericsson's recent annual supplier conference in Beijing in September 2010. It's said that Everlight took the lead of more than 50 other Sony Ericsson electronics' suppliers.

Xodtec LED, Inc., a Taiwan-based LED lighting solutions and products provider, has appointed Yuan-Fu Cheng as its new Chief Financial Officer. It reported that Mr. Yuan-Fu Cheng previously served as chief financial officer of SiPix Group, a producer of electronic paper and display solutions, from September 2005 through July 2010.

Power Opto, established in November 2003, is the only Taiwan-based package manufacturer that owns LED light sorting technology. It has established an excellent quality control system through measurement adjustment, ORT reliability test, error correction and preventive measures.

The global LED-backlit TV market share didn’t reach the goal of 30% of the LCD TV market in 2010. Following the coming of National Day and the year-end holiday sales in Q410, Taiwan and China LCD TV suppliers started the price war to increase sales volume and gain a head-start in the LED-backlit TV market in the future.

Epistar has become the only Taiwan company, which gets the cross license from Toyoda Gosei .The two companies has made an agreement that both Epistar and Toyoda Gosei(including subsidiaries) can use each other's patents for specific technologies in Group III-V compound semiconductor LEDs, which include InGaN LEDs and AlGaInP LEDs.

Acer has unveiled AT58 LED TV series with Pininfarina design. The new TVs are equipped with backlit LED panels, features slightly curved edges, ultra-thin profile and transparent frame with the logo designed by Pininfarina and the lustrous platform and they also allows energy saving of 68% compared with the traditional LCD monitors.

Cooperate with Easylite, Daintree developed a new control platform for SSL and other energy-efficient lighting options. And lighting control systems can save money. The new ControlScope software platform without requiring new wiring to connect with fixtures, switches, sensors, and other devices, can control installations that scale from a small office to an entire enterprise and reside on the Wireless Area Controller (WAC).

Currently, Siliconware Precision Industries (SPIL) has been developing wafer-level LED packaging technology, and planed to produce on a large scale in 2011. Now, SPIL had offered 25W high brightness (HB) LEDs for general lighting for the three American customers. It is possible more customers choose SPIL’ LEDs.

Genesis Photonics hoped its Q3 revenues of 2010 increase 40% straightly, and get about NT$1 billion (US$31 million) from LED billboards in China.

BenQ launched 16:9 full HD VA-panel LED monitors, the 24-inch - EW2420 and VW2420 LED's and the 21.5 inch VW2220. Compared to a regular Twisted Nematic (TN) panel before notable brightness and color shifts, the monitors offer wider viewing angle (178º/178º), so they can be used along more angles.   The EW and VW series also feature true 3,000:1 native contrast ratio on a true 8-bit panel.

After introduced 50W~100W LED High Bay Light in May 2010, Apple Lighting like to introduce 11W LED down light for indoor commercial application today.

Following the contuse lacing of Sapphire substrates, some LED manufactures thought its price would be over US$30 in 4Q10, so they start making purchase on Sapphire substrates with cash. In Q1 of 2010, 2-inch sapphire substrates offering price was not enough US$15, but up straightly to US$25-30 in Q 3, and recently has been to US$30-35. To prevent idle production lines, some LED chipmakers had to begun price negotiation for Q4, while Some LED chipmakers had halted production lines and moved back delivery of MOCVD machines.

Based on the industry researcher LEDinside's analysis and statistics, in August 2010, listed LED manufacturers in Taiwan reported total revenue of NTD 10.593 billion, posting a 2.4% decline, compared with revenue of NTD 10.853 billion in July and a rise of 64% YoY. The revenue for LED chip manufacturers in August reached NTD 4.89 billion, down by 1.6% from July. The revenue for LED package manufacturers in August amounted to NTD 5.70 billion, down by 3% from July. The constant increasing momentum in revenue for nearly half a year ended in August in the LED industry.

Organized by the Taiwan External Trade Development Council (TAITRA), a consumer product promotion delegation which comprises 74 local consumer product producers, will take an visit to Seoul of South Korea and Fukuoka, Osaka and Tokyo of Japan between Sept. 30 and Oct. 9. According to a TAITRA official, during this trip, they will promote patented consumer products, including LED related goods, toys and household products as buyers in the two markets appreciate innovation and high quality designs.

Led by the Minister without Portfolio J.F. Chang of the Executive Yuan, Taiwan’s Cabinet, a delegation of over 60 executives from 20 Taiwanese high-tech manufacturers recently set out for the United States to hunt for talents in Silicon Valley and Boston. It mainly recruited specialists in six sectors including photovoltaic, optoelectronics, materials, and biotech. Delegation members planned to offer a total of 1,200 jobs covering R&D specialists, market researchers, market managers, and accountants.

Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) August sales grow slowly. According to the report announced by TSMC, its consolidated net sales for August 2010 were approximately NT$37.39 billion (about $1.17 billion), an increase of 0.5 percent over July 2010 and an increase of 25.4 percent over August 2009.

 A few days ago, LED epitaxial wafer and chip maker Arima Optoelectronics planed to establish LED Mark Bray silicon wafer factory in the name of Arima Optoelectronics Jiangsu in Wujiang ,and Arima Opto owed a wholly shareholding with US$30 million investment. In order to expand blue light LED productivity, the company also had set another new factory in Changzhi city. Now the factory has been built, which are expected to import 15 MOCVD before the end of 2010, reaching 30 MOCVD in 2011.

Due to ongoing market share gains coupled with steady demand, Taiwan Lite-On Technology Corp. August consolidated revenue of NT$10.29 billion, up 23% Y-o-Y.

Both Unity Opto Technology and Formosa Epitaxy had reduced their LED-backlit models in 2010 from 30% originally to 15-20% and 20-25%. The head of Epitaxy noted, affected adjustment of inventory by Samsung and LG, their ESP of ED-backlit TVs' market in 2010 would slip.

Taiwan's LED chip maker Huga's largest shareholder Epistar (with a 46% equity interest) has taken three seats on Huga board. According to Huga, it will expand its MOCVD equipment to a total of 60 sets at the end of 2010 and to 80 sets in 2011, and will adjust TV backlighting products to 10% of its total shipments at the end of the year and over 20% in 2011. High-brightness LED products currently represent 70-80% of Huga's revenues.

Taiwan LED maker Huga Optotech has signed a NT$ 2 bn. syndication loan agreement with Hua Nan Commercial Bank. Taiwan Cooperative Bank, Industrial Bank of Taiwan, Mega International Commercial Bank, Chang Hwa Bank, and The Shanghai Commercial & Savings Bank, also financed the deal.

Aeon Lighting Technology Inc. (ALT), a leading global manufacturer of high power LED lighting products, has proudly introduced its latest products—the Aurora(tm)-series V5 LED MR16 and the Apollo(tm)-series LED BR40 with the highest lumen output in the world for their product class. The Aurora(tm)-series V5 7-watt LED MR16 produces 720lm and the Apollo(tm)-series 35 watt LED BR40 produces 2600lm.

The  three-day SEMICON Taiwan 2010 is going to hold in Taipei and over 2,300 people have signed up to attend. It is estimated to draw around 30,000 visitors this year to shop from 500 exhibitors or so. During the show, 50 technology workshops and forums will be held to address topics including micro electro mechanical systems, 3D, advanced IC testing and packaging, LED process, eco-friendly process, chemical-mechanical planarization, and compound semiconductor.

As Inventory adjustments by panel makers and lower inventory of CCFL panels and CCFL TVs, most Taiwan LED packagers, chipmakers August revenues become lower than last month. LED chip packaging Unity Opto Technology August revenues slip 4.6% but up 58% on year to NT$670 million (US$20.979 million). The total income in 2010 until August 31 reached NT$4.62 billion, which more NT$4 billion than the whole 2009.

Taiwan's LED chip maker Epistar recently has developed a high-Voltage (HV) LED chip , which enables 135lm/W white LED at 1W and color temperature of 5000 K operation. Package of HV LED chips are available in general lighting and any applications for high-efficacy white light.

Taiwan major LED packagers revealed financial reports in the first half of 2010. Among the peers, Everlight ranked the first with after-tax net earnings of NT$3.7 per share. It scored NT$1.4 billion (US$43 million at US$1:NT$32) in after-tax profit over the first half of 2010, more than double the amount it made a year earlier.