Lite-On Technology has indicate order visibility of LED lighting is clear to September. Nevertheless, the introduction of the second generation of ultrabooks with Windows 8 in second-half 2012 is likely to increase shipments of power supplies, camera modules and other LED applications. Shipments are likely to show growth in the third quarter and hit a peak in the fourth.
Lite-On indicated the LED capacity in Thailand has been revived hence revenues from LED lighting in May showed significant on-year increases. Lite-On's joint venture with Epistar, Epicrystal(Changzhou), will install seven units of MOCVD equipment in second-half 2012.
The LED lighting business has been cooperating with international firms, said Lite-On. The firm has been focusing on LED lighting applications for businesses which is less affected by market fluctuations.
Lite-On believes the LED lighting markets in Japan and Europe are important drivers for global demand growth in 2012.
Leotek, a subsidiary of Lite-On that focuses on providing outdoor LED lighting, currently ranks second in US LED street lamp market share. The firm's accumulated shipments of LED street lamps have reached 100,000 units. Leotek obtained an LED street lamp project in the US from 140,000 units over five years and will complete shipments and installments in 2014-2015.
Demand for LED backlight-units (BLUs) for TVs grew in April-May, and orders for July-August have been healthy. Nevertheless, Lite-On expressed a conservative view on orders in the third quarter.
As for camera modules, Lite-On indicated that ultrabooks have been adopting modules with resolutions around 1.3-2-megapixel, which are higher than modules adopted for traditional notebooks. This will increase camera module ASPs, added Lite-On.
Lite-On sees clear order visibility for LED lighting
