TV backlight orders still no improvement, LED plant in September revenues generally decline

Ledinside statistics, September 2010 Taiwan listed LED companies total revenue of about 9 billion 736 million yuan, compared with 2010 August revenue of 10 billion 593 million yuan fell by 8.1% (YoY+45.8%). LED chip factory in September, the total revenue of 4 billion 554 million yuan, down more than in August, LED packaging manufacturers in revenue in September, compared with a decrease of 9.1% in August, compared with $5 billion 182 million in. If the LEDX index prepared from LEDinside, Chip LEDX was 4140.9, while Package LEDX was 4849.1, indicating that the current confidence in the LED industry is still insufficient. LED industry by LCD TV manufacturers inventory to sort out, in September the monthly revenue is generally affected by further.

LED Backlight Market Analysis

Although Chinese LCD TV market by buying eleven long push up effect, is expected to go to part of the inventory problem. But most of the brand manufacturers to the traditional CCFL model for low price promotions. While China's LED backlight TV sales situation is also good, but mostly for the TV or panel industry in the third quarter of the early stock. So for the LED industry, the TV backlight orders still no improvement. So most manufacturers are still looking forward to the rapid growth of LED backlight TV next year.

LEDinside LED TV estimated in 2011 the market size will reach 92 million units, compared with 2010 growth of about nearly three times. One side of the LED backlight LCD TV with the greatest potential for growth, compared to the straight down LED backlight, the volume is also relatively thin, both cost and aesthetic advantages.

For IT backlight products Part dramexchange (TRENDFORCE WitsView) said its research department, LCD monitors, laptop and other panel because of cost factors, manufacturers do not want to have to bleed output, price war stage, started in October and is reflected in the prices; LED vendor performance, before the customer for shipments of IT products the expected overly pessimistic, has recently begun updating shipment forecast, so IT backlight manufacturers have orders LED withdrawal signs.

Chip factory revenue performance in September

On September Taiwan overall upstream chip factory revenue, compared with August revenue fell 6.9%, (YoY+55%), the whole chip factory revenue in the third quarter and the second quarter is still 11.6% increase by Korean TFT-LCD industry inventory adjustment, large-size backlight orders began to suffer, MO source shortage problem is more tight, and the sapphire substrate prices, profit margins shrink caused. A variety of reasons for the chip factory in September revenue ranking has also appeared to maintain a small reshuffle of half a year. From the quarter, there is no lack of brisk performance of the manufacturers, large orders in the order of the stability of the backlight, not affected by Korean manufacturers. As the new century, not only a single month revenue continued to record monthly growth rate of 4%, and the second quarter revenue increased 37.9% compared to, mainly because the LED backlight LCD TV shipments is stable, and the JFE Engineering Corporation cooperation will continue to see the results. In addition, leading manufacturers of epitaxial crystal electric, 4.8% decline in monthly revenue, but compared with the previous quarter, growth is still 8.3%, coupled with the Japanese TOYOTA synthesis alliance, a joint venture with Feng optoelectronics, by cross licensing LED patents, in the lighting capacity blueprint, a more clear direction. In addition, because the mainland LED chip manufacturers in the purchase of MOCVD equipment subsidies, whether it is a joint venture or indirect investment, to the nearest LED, grasp the pulse of the market, in the next year will be put into operation to see results.

Packaging plant revenue performance in September

LED downstream packaging factory, packaging factory overall revenue compared to last year growth of 38.5%, but compared with August, 9.1% decline in revenue in the third quarter, compared with the second quarter of 2.7% increased slightly. Lite on LED development, to produce a beautiful transcript, revenue reached more than 1 billion 300 million, a record high. Mainly because of the new plant capacity in Changzhou have been opened, as well as backlight and lighting market gains. Huaxing by low temperature lighting and special lighting demand sluggish, third quarter revenue significantly reduced.