Theme: Industry
      The penetration rate of LED-backlit LCD TVs is estimated to be around 30% in 2010, which is the main reason for the continued strong LED demand in 2010.
The market is expected to be due to the lack of LED upstream expansion, LED chip out of stock, the worst may exist in 2010 Q3.
      At present, the shortage of LED chips may be caused by repeated orders from customers. However, because the sapphire substrate and the LED chip required by LEDs are also tight, the supply situation of raw materials is in the case that the production capacity of various LED manufacturers is generally full. The focus of the next 2 quarters is worthy of attention.
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