LED plant in August revenues were high, but in the fourth quarter of the downstream manufacturers show different tune

According to industry research firm LEDinside statistics, August 2009 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%). Among them, the total revenue of LED grain plant in August was 2 billion 757 million yuan, an increase of $5.2% in the previous month; LED packaging manufacturers in August revenues of about 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 coming down gradually decline. Large backlight part, due to tight supply in the third quarter of LED, the panel plant has more than an order (over booking) 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 upstream grain mill capacity utilization continued with blue light, the traditional four yuan (traditional AllnGaP chips) the 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 manufacturers to invest in blue chip production capacity expansion, the recent fund-raising plans to expand production.

Observed in August Taiwan whole grain 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 upstream wafer electricity, 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 upper end of the grain manufacturers in the fourth quarter of the machine installed, the output value of the upstream grain plant will be expected to continue to grow. As downstream of LED package, in August 3 billion 654 million of total revenue (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 large-size backlight demand, revenue continued to record highs 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.