Although Taiwan LED industry generally in the first quarter of 2008, reflecting the continued effect of the off-season, but recent market rumors, negative news in the deadliest in addition to patent issues, and in February slowed the news that after January, the increase can not continue the off-season atmosphere the possibility of February coincides with the Spring Festival and the month the production date is short, worth noting Taiwan plant development.
The day before the LED industry leading crystal power plant stock was killed, the market also reported crystal January revenue will decline 30%, LED market. According to the LEDinside information, the average price of mobile phone backlight LED (ASP) January 2008 revenue decline of about 15%, the industry think may be compared to December 2007 was 1, February was the day to reduce the effect of production will fall at the end.
The day before the crystal electric announced that it seems almost similar to December January revenue performance. Compared to the past from March before the emergence of the Christmas lights orders since 2007 has occurred out of the event, so many manufacturers began in January 2008 under the orders, plus the urgent mobile phone backlight and consumer electronic product orders continuously. Performance is not too bad, estimated, 7 inches to hand machine backlight LED backlight products 10 inch LCD panel is the main source of growth in 2008.
The recent market Chinese white brand mobile phone tighter control policy spread, part of the LED packaging industry sources has begun to impact on December 2007, by reduced shipments and inventory, December sales decline in January revenue reached 20%, also may be affected.
On the other hand, due to the January February mobile phone is usually off-season, this is because the mobile phone market China white card in early the previous year single distribution due to Spring Festival holiday, so after the Spring Festival, the new order is there much to March, some people think that influence on this aspect is don't worry too much.
Source: Ledinside
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