Analysis of the first half of the LED chip factory and the development trend of backlight packaging factory

Downstream demand does not benefit chip manufacturers in the first half of 2013, the market continued to heat up and the impact of the slowdown in the display, the Chinese LED chip manufacturers will gradually shift the focus of the product from the display chip to white chips. The backlight manufacturers package revenue increased significantly, the relative lack of capacity and capacity is still in a state of excess chip field, China packaging factory nearly half a year to productivity is relatively insufficient, so that the first half of this year in LED lighting.

The first half of 2013, China listed LED manufacturers total revenue grew 24.26%, to $629 million 620 thousand, which listed on the LED chip factory revenue of $274 million 10 thousand, has reached US $355 million 610 thousand LED application revenue growth China listed firms.

Although the first half of the chip price decline is larger, but due to the ability to open one after another, LED manufacturers to take low-cost incremental sales strategy, the overall sales grew by 15.42%. Downstream demand does not benefit chip manufacturers in the first half of 2013, the market continued to heat up and the impact of the slowdown in the display, the Chinese LED chip manufacturers will gradually shift the focus of the product from the display chip to white chips.

The backlight manufacturers package revenue increased significantly, the relative lack of capacity and capacity is still in a state of excess chip field, China packaging factory nearly half a year to productivity is relatively insufficient, so that the first half of this year in the shortage of power devices in the LED lighting market situation. However, due to the short production cycle of packaging production line, if the second half of the LED lighting market is not as expected, the market supply and demand may fall into the decline.

Since the first half of the downstream market warming, lighting and backlighting packaging manufacturers have felt the warm market. The second half of the chip manufacturers large, the packaging manufacturers can hardly be optimistic about the first half of the backlight demand is not short off-season TV channel inventory increases, coupled with China energy-saving Huimin subsidies end packaging factory in the second half of the backlight revenue growth can hardly be optimistic, 7-8 month recession TV backlight shipments, new orders is much lower than in previous years.

Lighting market, commercial lighting will continue to drive the LED to enhance penetration of LED lighting needs, and because the European market order gross margin slightly higher than the domestic market, so LED lighting products exports accounted for LED lighting manufacturers greater profitability better.

Overall, LED lighting business to home lighting, coupled with the promotion of power LED penetration rate to accelerate the terminal price decline, China's LED lighting packaging and application output is expected to rise further.