February 2008 LED plant overall revenue growth rate of 35.8%

LED packaging plant billion light February revenue of 863 million yuan, (YoY) annual growth rate of up to 43.7%, still ranked Taiwan's leading throne. LED grain plant in February 2007 revenues base is relatively low, so the crystal power, wide gallium, canyuan Taigu, compared to 2007 growth rate is more than 80% of the annual growth rate (YoY).

According to industry research firm LEDinside statistics, February 2008 Taiwan listed LED companies total revenue of 4 billion 881 million yuan, compared with 5 billion 714 million yuan last month by 14.6%. Which LED packaging manufacturers in February revenues of about 2 billion 755 million, down from last month's 18.3%; LED grain factory revenues of $2 billion 127 million, a decrease of $9.2%. Since February, coincides with the lunar new year, downstream customers downtime, overall industry revenue fell 14.6% compared with January, but compared with the same period last year, while the annual growth rate in more than 35.8%, although still in February off-season, but the demand is still a considerable degree of growth last year.

In February revenue performance better products, with small and medium size backlight application increased the most, in addition to the largest number of mobile phone backlight, such as digital camera, digital photo frame, the size of portable DVD player with LED backlight biggest growth. LEDinside is expected in March, small and medium size backlight applications are still the main LED revenue growth, there will be 20% to more than 30% growth.

February 2008 LED packaging manufacturers revenue ranking

In February 2008 LED manufacturers revenue rankings, on the LED packaging plant, billion light in February revenues of 863 million yuan, is still firmly in the leading position of Taiwan LED packaging plant. The macro Qi, East Bay also because of the contribution of small and medium size backlight applications, compared with the same period last year, the annual growth rate of 35.7% and 45.2% (YoY).

Table 1: February 2008 LED packaging manufacturers revenue ranking

Unit: NT $(thousand dollars)

Jan-08

Feb-08

MoM

YoY

Billion light Everlight

Nine hundred and forty-eight thousand and fifty-eight

Eight hundred and sixty-three thousand nine hundred and sixty-eight

-8.9%

43.7%

Lite-On Lite

Nine hundred and thirty-seven thousand

Seven hundred and ninety-five thousand

-15.2%

16.7%

Baihong BRIGHT LED

Three hundred and thirty-four thousand one hundred and seven

Two hundred and forty-three thousand one hundred and seventy-four

-27.2%

28.9%

Hong Qi Harvatek

Two hundred and seventy-six thousand seven hundred and fifty-one

Two hundred and seventeen thousand two hundred and twelve

-21.5%

35.7%

Dong Bei Unity Opto

Three hundred and four thousand five hundred and forty-eight

Two hundred and fourteen thousand six hundred and thirty-three

-29.5%

45.2%

Advanced power AOT

Two hundred and thirty-two thousand one hundred and eighty-five

One hundred and sixty-four thousand six hundred and ninety-nine

-29.1%

57.9%

Li Chau TAIWAN OASIS

One hundred and six thousand and thirteen

Seventy-six thousand six hundred and eighty

-27.7%

-4.2%

Huaxing Ledtech

Ninety-six thousand four hundred and seventy-seven

Sixty-two thousand five hundred and seventy-three

-35.1%

14.7%

AI Sen Edison Opto

Sixty-six thousand one hundred and forty-six

Sixty-one thousand four hundred and sixty-two

-21.6%

38%

Camp UPEC

Fifty-seven thousand nine hundred and fifty-eight

Fifty-five thousand two hundred and ninety-four

-4.6%

730.1%

Total

Three million three hundred and fifty-nine thousand two hundred and forty-three

Two million seven hundred and fifty-four thousand six hundred and eighty-five

-18.3%

37.8%

Source: company public information, LEDinside.com, 2008/03

February 2008 LED crystal manufacturers revenue ranking

In part because of the LED grain factory, February 2007 revenue base is relatively low, EPISTAR, Guangjia, canyuan Taigu, compared to last year's growth rate is more than 80% of the annual growth rate (YoY), are quite good manufacturers. Is expected in March, driven by the continued growth of small and medium size backlight applications, LED crystal manufacturers are still quite good performance.

Table 2: February 2008 LED crystal manufacturers revenue ranking

Unit: NT $(thousand dollars)

Jan-08

Feb-08

MoM

YoY

Crystal electric Epistar

Eight hundred and sixty-five thousand two hundred and eighty-two

Eight hundred and thirty-four thousand four hundred and seventy-eight

-3.6%

98.5%

Opto Tech

Five hundred and eighty-nine thousand two hundred and sixty-four

Four hundred and ninety-one thousand six hundred and thirty-six

-16.6%

23.6%

Ding Yuan Tyntek

Two hundred and forty-two thousand seven hundred and twenty-two

Two hundred and thirty-two thousand eight hundred and eighty-four

-4.1%

39%

Hua Shang Arima OptoELectronic

One hundred and eighty thousand five hundred and fifty-six

One hundred and twenty-eight thousand eight hundred and forty-four

-28.6%

-48.5%

Wide gallium Huga

One hundred and fifty-eight thousand eight hundred and ninety-five

One hundred and sixty-four thousand two hundred and forty-one

3.4%

98.6%

Canyuan FOREPI

One hundred and forty thousand seven hundred and fifty-two

One hundred and fifteen thousand one hundred and twenty-three

-18.2%

81.8%

New century Genesis Photonics

Eighty-eight thousand two hundred and twenty-seven

Eighty-three thousand three hundred and thirty-one

-5.5%

33%

Taigu Tekcore

Seventy-six thousand nine hundred and thirty-two

Seventy-six thousand and five

-1.2%

98.5%

Uni-Ligtht Touchtek

Seventy-six thousand seven hundred and eighty-six

Fifty-three thousand and forty-two

-30.9%

29.5%

Total

Two million three hundred and forty-two thousand six hundred and thirty

Two million one hundred and twenty-six thousand five hundred and forty-two

-9.2%

39.5%

Source: the company publicly available information, LEDinside.com