July LED performance was not as good as the peak season

LED market research firm LEDinside published in July Taiwan LED grain factory revenue report, a leading manufacturer of crystal electric month revenue growth rate of 8.8%; the agency said, the main contribution comes from the high order time screen mobile phone (side view) urgent. You can benefit from small and medium size panel demand back temperature, revenue growth of 10.5% in July. The new century, due to the concentration of customers in the light of the mainland outdoor advertising market, so the revenue is not affected by the impact of small and medium size backlight, and a record high.

According to LEDinside statistics, July 2008 Taiwan listed LED companies total revenue of 5 billion 822 million yuan, 5 billion 479 million yuan back to the temperature in June, but compared with the same period last year's recession in 2.5%, as the performance of the traditional peak level (MoM6.3%, YoY -2.5%). Among them, the total revenue of LED grain plant in July was $2 billion 555 million, an increase of 5.1% from last month, rLED packaging manufacturers in July revenue of about $3 billion 267 million, an increase of $7.2% last month.

As for the downstream part of the LED package, the customer in June to adjust the inventory has been gradually delayed the return of the order, including mobile phones and small and medium-sized panels and other backlight needs gradually warming. Which billion light July revenue growth of about 2.2%. Hong Qi is benefit from the new NB LED keyboard, with some side view urgent. So in July compared with June revenue growth of 32%.

Overall, the July revenue performance in June compared to inventory due to factors back to temperature, but the performance is still not the traditional peak season. LEDinside said the main reason is that this year a substantial expansion of grain upstream manufacturers, the price declines greater than the previous level, coupled with the global economic downturn this year, the consumer products market if the strong.

In August, in addition to the high brightness LED market demand is still strong, others such as side view and other more bulk products visibility is still low, the upstream capacity constantly open under the condition of LEDinside forecast in the third quarter LED still has room for the price.

Source: power system