Japan's earthquake has caused tight supply of BT, ACF, passive components, etc., and Japan's domestic demand has slowed down. It is expected that LED TVs that have taken off from Q2 demand will be affected. Taiwanese factory Dongbei will repair Q2 LED backlight products by 5%~ 10%.
Although LED TV shipments are not as expected, but Dongbei recently received orders from European major manufacturers of LED commercial lighting, so that the performance of Dongbei Q2 is not pessimistic, Dongbei estimates Q2 revenue is expected to increase by 20% to 30%.
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