LED plant if still not prosperous in July, the second half of 2008 overcapacity problem will be floating on the table

In small and medium size or weak demand, mobile phone backlight with no obvious back to temperature, June inventory factors, according to the LED industry preliminary estimates, in June revenue, mostly with equal or lower than in May May, a little better than May, July orders have not seen in previous years. The industry can not help but start worrying about the third quarter again "Wang Wang" no quarter, recently in August to become the market re counting time.

According to the photoelectric Association (PIDA) statistics, last year Taiwan LED factory for the expansion of production capacity, raising a total of about NT $21 billion 500 million, is expected to add 90 units to 100 units this year, MOCVD machine, LED epitaxial plant capacity greatly expanded into 4-5.

According to the crystal electric assessment, the current LED supply and demand situation will have to gain control, but high order demand before July if not improved significantly, with large expansion case manufacturers this year, the third quarter is likely to face the problem of excess production capacity, then the second half of the price decline will speed than half fast.

Preliminary LED manufacturers in June compared to May revenue growth little space, including EPISTAR, canyuan, Wang Qi, Bai Hong, East Bay, Huaxing other views on the June revenue are more conservative. Only, I-Chiun billion light due to adding new applications and customers, it seems more support.

Billion optoelectronics, said in June revenue should be much less than in May, mainly laptop led NB (light emitting diode) LED shipments were delayed, coupled with the small and medium size demand is not expected to significantly warming.

Liu Bang spokesman said, is still unable to assert the second half of the boom, but from the customer to the estimated number of view, the third quarter is still flourishing quarter effect, the second half continued to grow. The third quarter looks more optimistic, July orders including traditional LAMP, mobile phone back light bulb has been seen again, and back light customers new products NB group covers Taiwan major panel factory, since June began the third quarter shipments, have the opportunity to enter mass production, will add new growth momentum for the third quarter.

Everlight said, cheap computer backlight products 8.9 inch, 10.2 inch of the second half of the volume from the estimated amount of customers to enlarge, the computer market looks good, the overall price. As for the high order notebook LED backlight, 14.1 inch, 15.4 inch, 15.6 inch product certification, the third quarter will start shipping.

Canyuan said that since the second quarter of this year, medium and small size backlight LED shipments fell significantly, mainly for digital photo frame demand by the U.S. subprime mortgage plus boom, end users demand become weak. June revenue should be lower than in May, the suspension of a new trend, in July, the list seems to be a quarter effect is not obvious.

At this stage the market boom chaos is unknown, we have adopted a conservative wait and see attitude, there are still 1 months before the order visibility, most recently changed to adopt urgent single response, uncertainty increased.

Source: Taiwan Central News Agency