Affected by the recession in Europe and America, LED plant in September revenues fell 3.9% compared to the same period in 2007

According to industry research firm LEDinside statistics, September 2008 Taiwan listed firms LED total revenues of NT $6 billion 5 million for 5 billion 946 million yuan, compared with August growth slightly, but compared to the same period in 2007 was a decline of 3.9%, as the performance of the traditional peak level (MoM 1%, YoY -3.9%). Among them, the total revenue of LED grain plant was 2 billion 316 million yuan in September, compared with the previous month slid by; LED packaging manufacturers in September revenues of about 3 billion 689 million, an increase of $4.6%. Observed in September the overall grain factory revenues of 2 billion 316 million yuan in Taiwan (MoM -4.3%, YoY-10.9%), the overall decline in the economy makes the urgent needs of Christmas than in previous years. Although the number of LED manufacturers shipments continued to grow, but the overall price decline in 2007, making the overall grain factory revenue in September compared with the same period last year decline. The leading manufacturer of crystal electricity in September revenue of 922 million, the monthly growth rate of 1%. Can circle revenue performance as expected, in September revenue was only 127 million, compared to the recession in August, 9.6%. The new century photoelectric September revenues of 139 million, due to customer base in the mainland outdoor billboards market, so the monthly revenue for the 7 consecutive month hit a record high. At present, the upstream grain industry orders visibility of about 1 months, visibility is not high.

Figure 1: September 2008 LED crystal manufacturers revenue ranking

As for the downstream part of the LED package, in September revenues of about 3 billion 689 million (MoM +4.6%, YoY+1.1%), compared to the performance of the upstream crystal vendors brisk. The main reason lies in the light, and other packaging manufacturers Lite billion in authorized after the original factory, LED chip package has a patent, it can smooth delivery to LED NB back in the supply chain, revenue performance relative to other manufacturers with growth momentum. Billion light September revenue of 1 billion 49 million, the monthly growth rate of about 2.8%, revenue continued to record high. But also because the LED Lite NB backlight demand growth, monthly revenue growth of 4.6%. As for Acer Qi in September to benefit from the white card on the mainland as well as the urgent need for new single LED keyboard orders, in September revenue growth of 16.7%. Currently, the visibility of the package is about 1 months.

Figure 2: September 2008 LED packaging manufacturers revenue ranking

Overall, Taiwan LED manufacturers in September revenue performance is not as good as in previous years. LEDinside believes that the global downturn, does affect the LED related supply chain, especially in the terminal application market also has a M effect. At present, such as high brightness LED lighting products demand is still strong, and PC manufacturers to accelerate the introduction of LED backlight application is also part of the LED manufacturers to bring new growth momentum, but the company can cut into the high brightness applications. The proportion of the largest proportion of the demand for mobile phone backlight, the overall downturn in the environment, the price competition. Therefore, in addition to efforts to enhance the brightness of LED manufacturers and reduce costs, how to product differentiation, the application of the new blue ocean to find the field, the ability to survive this wave of depression in the winter.

Source: LEDinside