LED May revenue is expected to heat up the next quarter

According to LEDinside statistics, in May 2008 Taiwan listed cabinet light-emitting diode (LED) manufacturers total revenue of 6 billion 95 million yuan NT, a slight decline of NT $6 billion 102 million in April, an annual increase of about 8.4%. Taiwan LED industry is generally optimistic about the third quarter prices, coupled with the second half of the notebook computer (NB) backlight shipments there will be substantial growth, can provide LED NB backlight manufacturers leading revenues will have better performance.

LEDinside said that June is the semi annual report of the month, the downstream packaging factory to inventory, downstream customers are generally reluctant to pull the goods at this time and improve inventory levels. This also means that in June revenue growth compared to the limited space in May. But with the second half of the traditional mobile phone and consumer electronics season approaching, LED industry is still generally optimistic about the third quarter of the season.

According to statistics, LED chip plant in May total revenue of NT $2 billion 859 million, an increase of 1.7% over the previous month, LED packaging manufacturers in May revenue of about NT $3 billion 235 million, down from last month, a new version of the new zealand. Overall, the May performance is superior to the upstream downstream.

According to LEDinside analysis, the whole chip factory in Taiwan in May revenue, upstream canyuan, Ding Yuan, the new century, gallium, opto rewritten record high, a revenue growth impetus came mainly from the new capacity, but the growth rate has generally slowed down. Only gallium gallium revenue growth is still as high as 17.5%. However, compared with the performance of crystalline electricity fell 4% in April, mainly due to the small and medium size customers in the inventory adjustment, while the demand for mobile phones is still uncertain.

The downstream LED packaging plant in May overall revenue decline slightly compared to 1.6% in April, but the annual growth rate of growth of 8.1%. In the packaging of the downstream macro Qi, East Bay, Huaxing and other manufacturers of a larger decline.

Billion light in May revenues of NT $960 million yuan, the monthly increase rate of 1.6%; billion light pointed out that May mobile phone needs of the poor, small and medium size backlight panel demand is also very common, market heat as expected, mainly by Lamp and Display and other traditional LED product support, so in May revenue growth of 1.6%. However, at present, from the customer's orders, there will be more obvious improvement in July.

Source: Taiwan Economic Daily