The tension between South and North Korea has risen due to the "Shin-Anthing Shipwreck Sinking Incident", deepening international doubts about the economy. Research institute Jibang Technology said that due to the current high market share of Korea in the panel industry, Korea is also positive. Expanding the production capacity of LEDs, if the influence of pure political factors is intensified, optimistically, Taiwanese manufacturers may have the opportunity to replace Korean manufacturers and win more orders to accelerate the increase in the proportion of supply.
According to statistics from Jibang Technology, the panel shipments of Korean manufacturers accounted for 52% of the world in the first quarter of this year, and the market share of panel makers in Taiwan was about 38% from the perspective of supply chain. If it is affected by political factors, it will affect related products. Out, the follow-up supply situation of Korean key component manufacturers is worth noting. At the same time, if the global market demand remains stable, the price of the panel and its key components will also rise.
In the LED industry, Jibang Technology pointed out that Korean manufacturers are also fully expanding their LED production capacity, and that Korean manufacturers have the world's largest panel production capacity and brand estuary, so it is the biggest threat to global LED manufacturers. Last year, the global LED packaging industry, Japanese manufacturers accounted for 33% of the market share, Taiwan's market share of 15% ranked second, the market share of Korean manufacturers rose from 9% in 2008 to 15% in 2009, Ranked third. If the Korean LED industry changes, resulting in a shortage of Korean manufacturers, there may be an opportunity to increase the proportion of Taiwanese LED manufacturers.
At present, the market is shouting out that under the tension of North and South Korea, panel manufacturers that may benefit include Chi Mei Electronics (3481) and AU Optronics (2409). LED chip manufacturers include Jingdian (2448) and Yuyuan (3061), LED package. Factory Yiguang (2393), Guangbao Branch (2301) and so on.
However, at a time when the investment market is optimistic, the views of industry players are relatively reserved. The main reason is that from the perspective of regional economy, the level of thinking is probably not just the part of capacity supply. In addition, if international tensions spread to the periphery of neighboring countries, even if the price of the panel rises, how to sell safely may be another problem.
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