Inventories are high, Japanese LED manufacturers turn to single effect and stop


Affected by the inventory problem caused by the third season of LED TV, and the Japanese factory's own LED capacity is not full, the original second season is the big move to Taiwan to find the LED packaging OEM order of the Japanese TV brand factory, the release of the action Stop, industry insiders estimate that this transfer effect will be postponed to the first half of the year (2011).


At the end of the second quarter, the LED industry presented a glorious scene. The Japanese brand TV factory, which was squeezed by Samsung and other Korean brand factories, was released from the sea to ease the problem of tight LED production capacity, such as Sharp and Sony. In the second quarter, he came to Taiwan to look for a foreign-generation factory. In order to grab the order, Taiwan's LED packaging industry has sent certification for the second quarter.


This is the first time that the Japanese factory released the OEM order. The Taiwan factory had no intention of coping with it. It was originally included in the Korean supply chain of Dongbei (2499). At that time, the 42-55-inch large-size LED light strip sample was sent. For the Japanese factory, it was estimated that the delivery will start in the fourth quarter, and the initial shipment level is estimated to be about 1,000 to 20 million per month.


It is understood that the industry pointed out that affected by the inventory problem in the third quarter, coupled with the Japanese manufacturer's own homemade LED capacity is not full, the original talks on Taiwan OEM orders will stop in October, the first season can start smoothly Shipments are still to be observed.


Dongbei pointed out that the current product has not been successfully delivered to Japanese manufacturers. The main reason is that the Japanese factory has strict requirements on products. At present, the products are still undergoing certification, and it is expected that the first half of 2011 will be delivered smoothly.


Dongbei pointed out that under the pressure of Korean manufacturers, Japanese manufacturers changed their conservative attitude in the past. In the past, the Japanese factory only used the company-made LEDs, but now it has begun to purchase lower-cost products, and Japanese LED manufacturers have not recently The expansion plan, so Dongbei successfully entered the supply chain of two Japanese brand manufacturers.


At present, Korean TV customers are still the main customers of Dongbei LED backlights. The legal person pointed out that due to the increase in the proportion of customer self-made next year, the release status will only grow slightly compared with this year; Japanese, Taiwan and Chinese TV customers will be the focus of the future Dongbei. New customers.


Affected by panel inventory, Dongbei's revenue growth momentum slowed down from July, and revenues have begun to recover in October. The legal person expects Dongbei's November revenue to have a better chance than October, although it was affected by customer inventory in December. There is still a chance to maintain the level of December.


Hong Qi (6168) was also affected by the delay in the order of the Japanese factory. Hong Qi estimated that the revenue in November was about the same as that in October. Currently, the revenue in December is slightly increased, but the fourth season is still the off-season; It is estimated that the fourth quarter revenue will be reduced by 1-2%.

Plug In Series​ Diode

In the rectifier circuit; the use of diodes in series can increase the back pressure withstand value (usually the sum of the back pressure of all diodes, but it is best to use diodes of the same specification).
In the voltage stabilization circuit; the series connection of the diode is equal to the sum of the voltage stabilization value of the diode. The use of diodes in parallel is theoretically the sum of rated currents, but considering that it is impossible to be absolutely symmetrical, they can only be used below 80% of the total.

TVS transient suppressor diodes work in the same way as regulator diodes, but there are structural differences.The biggest difference is that the PN junction area composed of the general regulator diode is very small, it can withstand the reverse current is small.

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