LED plant in June the output value back to the temperature, blue light supply continued shortage

According to industry research firm LEDinside statistics, in June 2009 in Taiwan listed LED companies total revenue of 565 billion 200 million yuan, compared with May revenue of 516 billion yuan this year to grow 9.5% (YoY 4.7%). Which LED chip plant in June revenues totaled 2 billion 453 million yuan, up from last month's growth of 13.9%; LED packaging vendors in June revenue of about $3 billion 198 million, up from last month's growth of 6.4%.

LEDinside observation of the recent market situation, the visibility of orders for about 4 weeks. Upstream chip factory, the current blue chip supply is still tight, in accordance with the upstream manufacturers to expand the capacity of observation, blue chip gap will continue until the end of the year. As for the downstream packaging factory, the second half of the year to enter the traditional peak season demand, the traditional mobile phone and smart mobile phone demand came out. As for the launch of the new model with LEDNB, will continue to push up the demand for LED backlight. In accordance with past experience, the demand will continue to 9~10 quarter wang.

Observed in June the overall revenue of the chip factory in Taiwan, 2 billion 453 million yuan in revenue in June compared with the previous month, a substantial growth of (MoM, 13.9%, YoY-25.7%). The individual company's revenue performance was observed, the upstream chip crystal power, canyuan companies benefited from the LEDTV order blessing, June revenue performance has exceeded the level of the same period last year. Leading manufacturers crystal electricity, in June revenue hit a record high, reaching 1 billion 147 million (MoM, 17%).

At present, the crystal blue light and high brightness four yuan full capacity utilization, the traditional capacity utilization of about $four is still around 7. Due to the use of blue light capacity tends to full load, so a substantial increase in revenue in June from the deferred shipment effect in May. As for the canyuan June revenue reached 168 million yuan (MoM 4%), near full capacity utilization rate of the existing 27 MOCVD. The June revenue performance is also back to the same period last year. Wide gallium revenue rebounded to 143 million yuan, the current blue LED production capacity of 800 million, full capacity utilization. As for the new century, Taigu and other upstream chip manufacturers, June revenue performance also rose to nearly 100 million yuan.