L
e
xtar, a LED subsidiary of AU Optronics (AUO), noted that demand for high-power chip-on-board (COB) products has been climbing, hence 2012 COB packaging product shipments are likely to show 400-500% on-year growth.Market observers expect Lextar to report NT$600-700 million (US$20-24 million) for December revenues and sales in the first quarter of 2013 to be flat compared to the fourth quarter of 2012.
The firm has been focusing on LED tubes and panel lights and for 5630 packaging products from 0.3-1W, the brightness efficiency in the fourth quarter of 2012 has reached 150lm/W. The price-performance ratio has been increasing as well. Recently, Lextar passed US-based LM80 tests showing price-performance ratio has reached 700lm/$. In addition, the firm recently introduced 15W and 23W LED lighting products with brightness reaching 1,900-2,700 lumens, and brightness efficiency equivalent to 120-126lm/W.
Lextar believes the LED backlight penetration rate of TVs and monitors should reach 70% in 2012 and the penetration rate for large-size applications is likely to reach 90% in 2013.