6 platform plant overall revenue increased by nearly 10% TV backlight support LED demand

According to industry research firm ledinside statistics, June 2010 Taiwan listed LED companies total revenue of 10 billion 568 million yuan, compared with 2010 revenue 9 billion 650 million yuan in May increased by 9.5% (YoY+85.3%). The LED extension factory in June total revenue of 4 billion 620 million yuan, an increase of 8.1% compared to May; LED packaging manufacturers in June revenues of 5 billion 948 million, increased 10.6% compared to May. The LED industry index prepared by LEDinside (LEDX), through the performance of the LED industry to observe the market value of the industry. The LED extension index (Chip LEDX) the index has rebounded to 4107 points, while the LED package index (Package LEDX) also came to 5206 points. The overall LED industry index rose slightly.

On June Taiwan overall extension factory revenue, June revenue of 4 billion 620 million yuan, compared with last month rose 8.1% (MoM+8%, YoY +84.5%). The current demand for large-size backlight visibility is expected to continue until the third quarter of 2010. However, due to the first quarter of last year, the traditional TV sales in the short quarter, so the reaction in the performance of the backlight LED orders, LED backlight of the weak quarterly effect will advance in the fourth quarter of 2010 fermentation. Therefore, the fourth quarter, LED lighting can support the market demand, will become an important focus of observation.

LED downstream packaging factory, in June the overall revenue of 5 billion 943 million (MoM +10.5%, YoY +85.8%). The overall demand for LED is still good. The large-size backlight orders is still strong, because many 1H10 packaging factory have for large size LED backlight to send samples to the customer for authentication, so the 5630 half of 2010 TV backlight specifications have began to delivery to the customer, to bring positive results for help.

In addition to the backlight market, lighting market demand is also quite strong, due to the high power LED specifications continue to rise in the middle, so the price per lumen is declining. But some manufacturers are also in small and medium power LED attack LED lighting market, manufacturers in the second half of 2010 continued production out case, the LED lighting market price began to loosen. (Editor: Led fish)

Note: the LEDX index is used to index compiled by LEDinside, observe the LED industry trends, the index to view Cha for the LED market outlook and confidence level, and in order to further analyze the change of industrial structure, set up the upstream chip factory and downstream packaging factory index: two Chip- LEDX and Package -LEDX, provide market participants as a reference index.