In the fourth quarter, the performance of the upper and lower reaches of Taiwan LED polarization

According to industry research firm LEDinside statistics, in August 2009 in Taiwan listed LED companies total revenue of 6 billion 411 million yuan, compared with July this year revenue growth of 7.2% yuan (YoY+8.3%). Which LED chip plant in August revenues totaled 2 billion 757 million yuan, up from last month's growth of 5.2%; LED packaging plant in August revenues of approximately $3 billion 654 million, up from last month's growth of 8.7%.

LED upstream and downstream firms performance in the fourth quarter will be two.

LEDinside to observe the recent market situation, the downstream packaging factory, order visibility reached only at the end of September. LEDinside said that after the fourth quarter after the advent of the traditional off-season, small and medium sized mobile phone backlight, with the advent of mobile phones will gradually decline in the advent of off-season. Large backlight part, due to tight supply in the third quarter of LED, the panel plant has more than a single (overbooking) phenomenon. Coupled with the decline in demand in the fourth quarter panel, panel manufacturers began to adjust the level of inventory LED. Will affect part of the fourth quarter of the packaging plant revenue growth momentum.

For blue chip factory upstream capacity utilization continued with the traditional four yuan (traditionalAllnGaPchips) demand is still not improved. High brightness blue chip is still in short supply, Blu ray demand visibility can continue until October, some manufacturers up to the end. At present, a large number of upstream chip manufacturers to invest in blue capacity expansion, the recent fund-raising expansion plan has started.

Observation in Taiwan area in August the whole chip factory revenue, August revenue of 2 billion 757 million yuan compared with last month growth of 5.2% (MoM+5.2%, YoY+14%).

To observe the performance on individual company revenue, August revenue performance of the upstream chip crystal power, canyuan, Guangjia, Taigu and other companies have surpassed the level of the same period last year. Leading manufacturers crystal electricity, revenue continued to record high in August, reaching 1 billion 249 million (MoM+3.3%). As for the canyuan August revenue reached 224 million yuan (MoM+21%), also a record high level. With the upstream chip manufacturers installed in the fourth quarter of the machine, the output value of the upstream chip factory will be expected to continue to grow.

As downstream LED package, in August the overall revenue of 3 billion 654 million (MoM+8.7%, YoY+4.4%). Packaging factory output exceeded last year's level. Packaging leading manufacturers billion light August revenue of about 1 billion 117 million yuan, a record high figure. Due to the long-term layout of the East in the backlight field, and therefore directly benefit from the needs of large-size backlight, revenue continued to hit a record high in August revenue reached 424 million yuan (MoM+5.5%), compared with the same period last year grew by 40%. While the higher the proportion of mobile phone application in Hong Qi, white card mobile phone demand came out, the August revenue reached 262 million yuan (MoM+7.1%), the second half of the new product introduction, there is still room for growth in revenue.