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Backlight, lighting demand Wang LED plant capacity utilization rate of eight or nine

According to TrendForce's LEDinside research department statistics, the total revenue in April 2012 listed LED Taiwan factory of NT $8 billion 320 million (monthly growth of 2.61%, compared with the same month last year decline of 13%); the effect of stocking backlight applications and main commercial lighting applications market season, with South Korea and Taiwan manufacturers will launch direct type TV models in the second quarter, the LED chip manufacturers active shipments, capacity utilization rate of eight to 90%. However, May Day holiday TV sales as expected, TrendForce said that the second half of the LED backlight market demand remains to be seen. LED Tour Taiwan factory benefited from epitaxy large-size backlight orders, 2012 April listed LED chip Taiwan factory revenue flat rose to 3 billion 674 million yuan (the monthly growth of 4.5%, a decrease of 16.3% compared to the same month last year). Benefit from the Korean orders, chip manufacturers to enhance the utilization of capacity, chip decline slowed down, manufacturers said it intends to adjust the proportion of products, improve operating margin, the second quarter gross margin is expected to fall. Individual firm performance, EPISTAR, canyuan revenue is flat, the overall industry revenue growth of 4~5% flat; Guangjia by Korean orders. Revenue growth to NT $196 million, capacity utilization rate increased to 70%; the light hung mainly IR and powerchipLED, about 2/3 of the orders from China; in addition, light hung this year also started towards the package module development, product development and send the samples in the second half of last year, revenue growth to 140 million yuan range slightly.

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