LED came out, the March 2010 LED factory output reached a record high

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According to LED industry research firm LEDinside statistics, March 2010 Taiwan listed firms LED total revenues of NT $8 billion 240 million, compared with 2010 February revenue of 6 billion 219 million yuan, up 32.5% (YoY+72.8%). Among them, the total revenue of LED grain plant in March was 3 billion 584 million yuan, an increase of more than February, LED packaging manufacturers in March revenue of 4 billion 656 million, compared with February rose by $37% in.

And compiled by the LEDinside LED index (LEDX), the industry through the LED industry market performance to observe industry. The current LED index (Chip LEDX) index has come to 4733 points, while the LED packaging index (Package LEDX) also came to the point of 5335. Due to the LED manufacturer's revenue continued to write a record high figure, making the LED industry index is almost back in 2010, a record high in January.

On March Taiwan overall epitaxial factory revenue, March revenue of 3 billion 584 million yuan, compared with last month rose 27% (MoM+27%, YoY, +76%). At present, the large-size backlight strong demand, in addition to the Korean TV brand manufacturers in the recent increase in LED TV shipments target, LED backlit LCD panel Taiwan panel factory also officially shipped, the blue capacity supply gap epitaxial plant more amplification.

LEDinside believes that the current LED industry upstream visibility to at least about June 2010. With the production of MOCVD machines have been moved into and installed, most of the vendors will continue to grow revenue. As for the four yuan of LED chip, the LED display and traffic signal demand continues to occur, some manufacturers of the products four yuan capacity utilization also improved the situation.

Considers the problem to yield to LED upstream manufacturers purchase MOCVD, LED upstream although have expanded production capacity, but the average size and strength of various manufacturers each contribution difference, is one of the focus of future supply and demand of LED observation.

Source: LEDinside, new lextar chip revenue

Source: LEDinside, new lextar chip revenue

Source: LEDinside

As LED downstream packaging factory, 2010 March total revenue of 4 billion 656 million yuan, the monthly increase of 37%, annual growth is as high as 70%. At this stage, the overall demand for the overall temperature LED, whether it is mobile phones, large and medium-sized backlight applications, orders have increased significantly. At present, the focus of the market is still the focus of LCD TV backlight applications, most of Taiwan's packaging manufacturers are still in the certification or a small shipment stage. Lighting applications, although the 2010 Q1 has fallen sharply, but the demand also continued to increase. The group's LED factory, after kaiding and lextar officially merged, in group order under the aid package, revenue in March reached NT $530 million, also paid a very brisk transcript.

Source: LEDinside, excluding kaiding, new revenue lextar package

Source: LEDinside, excluding kaiding, new revenue lextar package

Source: LEDinside

LEDX index description

LEDX is compiled by LEDinside, to observe the LED index of the industry trend, with the rise of environmental protection and energy saving issues, LED of both energy saving and environmental protection, not only in many countries public construction began to replace the LED bulb, and the application of innovation, the future market space for imagination soars, optimistic about the long-term trend of LED. Therefore, the LEDinside LEDX index to observe the market outlook for LED and confidence level, and in order to further analyze the change of industrial structure, set up upstream chip factory and downstream packaging factory two index: Chip- LEDX & Package -LEDX, provide market participants as a reference index.