the company was expected to slow down result from vendor

The leader pointed out that because of upstream material shortage, seasonal impacts, downstream LED TV customers adjusting led high bay light inventory and in the process of transferring to newer models, 4Q10 may become a difficult time for LED backlight companies.

For Epistar, the leader thought the company still stood a chance to growth in LED lighting products, with the sector accounting for 20% of Epistar's revenues currently.

In 3Q10, AUO was the only profitable panel maker in Taiwan due to its leading shipments of LED-backlit TVs, in which LED-backlit TV panels accounted for 30% of its total TV panels. But look into 4Q, the company was expected to slow down result from vendors adjust LED-backlit TV shipment goals due to high product prices.

For Chimei Innolux (CMI) , in 3Q, the company revenues lost about NT$3.6 billion with an EPS of negative led high bay to clearing out CCFL-backlit TV panels and lowered utilization rates. Looked into 4Q, it is expected that CMI would ship about 1.5 million LED-backlit TV panel, which made LED-backlit TV panels represented 15% of the company’s total TV panels at the end of 2010.