China's Taiwan region LED industry revenue in October into the off-season

According to statistics, in October 2008 China's Taiwan listed LED vendor revenue total of NT $5 billion 847 million and NT $6 billion 5 million compared to September fell slightly, but compared with the same period last year is a significant decline in performance than the traditional peak level (MoM -2.6%, YoY -11.5%). Which LED chip factory in October total revenue of NT $2 billion 271 million, compared with the previous month slid 1.9%; LED packaging manufacturers in October revenue of about NT $3 billion 576 million, compared with the previous month slide 7.3%%.

Observed in October in Taiwan, the overall chip factory revenue of 2 billion 271 million yuan NT (MoM -1.9%, YoY-17.3%), the decline in the economy makes demand less than in previous years. The leading manufacturers in October 903 million cubic meters of electricity revenue, the monthly growth rate of -2.1%, low demand makes capacity utilization is low. A canyuan revenue decline in October revenue only NT $93 million, compared with September 26.6% decline, mainly because of customer specifications required for LED backlight conversion, a short time can not keep up with the product. The new century photoelectric October revenue of NT $141 million, benefiting from strong domestic demand in the market, the monthly revenue for 8 consecutive months, a record high.

As for the downstream LED package, October revenue of about 3 billion 576 million (MoM -3.1%, YoY-7.3%), revenue performance compared to last month and the same period last year has appeared tired. People only part of the vendor revenue performance is quite good. For example, Lite billion light packaging manufacturers to benefit from the LED NB backlight will still maintain a strong demand, revenue 1 billion yuan level. And Huaxing because of the LED cold light strip shipments booming, in addition to the United States market has been obtained, the LED lights also into the convenience store in Taiwan freezer, making the October revenue performance compared to the industry highlights.

Overall, Taiwan LED manufacturers in October revenue performance began to enter the off-season. It is estimated that by the end of the first quarter of next year, the overall demand is still poor, perhaps to wait until the second quarter of next year, the market demand will slowly return to temperature. In the case of oversupply in the industry, how to find a niche application of LED, is the way to tide over the downturn.

Source: LEDinside