Benefit from LED backlight and lighting needs, LED plant in June output value back to the temperature

According to industry research firm LEDinside statistics, June 2009 Taiwan listed LED companies total revenue total 565 billion 200 million yuan (NT below, NT) this year, compared with May revenue of 516 billion yuan increase of 9.5% (YoY+4.7%). LED chip factory in June, the total revenue of 2 billion 453 million yuan, an increase of $13.9% last month, LED packaging vendors in June revenue of about $3 billion 198 million, an increase of $6.4%.

LEDinside observation of the recent market conditions, the current order visibility of about 4 weeks. Upstream chip factory, the current blue chip supply is still tight, in accordance with the upstream manufacturers to expand the capacity of observation, blue chip gap will continue until the end of the year. As for the downstream packaging factory, the second half of the year into the traditional quarter demand, the traditional mobile phone and intelligent mobile phone demand came out. As for LED NB with the introduction of new models, will continue to push up the demand for LED backlight. In accordance with past experience, the demand will continue to 9~10 quarter wang.

Observed in June the overall revenue of the chip factory in Taiwan, 2 billion 453 million yuan in revenue in June compared with last month, a substantial increase of 13.9% (MoM+13.9%, YoY -25.7%). The individual company's revenue performance was observed, the upstream chip crystal power, canyuan and other companies to benefit from the LED TV order blessing, June revenue performance has been beyond the level of the same period last year. Leading manufacturers crystal electricity, June revenue hit a record high, reaching 1 billion 147 million (MoM+17%). At present, the crystal blue light and high brightness four yuan full capacity utilization, the traditional capacity utilization of about $four is still around 7. Due to the use of blue light capacity tends to full load, so a substantial increase in revenue in June from the deferred shipment effect in May. As for the canyuan June revenue reached 168 million yuan (MoM+4%), the rate is almost full use existing production capacity of 27 units of MOCVD. The June revenue performance is also back to the same period last year. Wide gallium revenue rebounded to 143 million yuan, the current blue capacity of 800 million, full capacity utilization. As for the new century, Taigu and other upstream chip manufacturers, June revenue performance also rose to nearly 100 million yuan.