LED plant in September revenues have a new high, the output value has reached an all time highest level

According to industry research firm LEDinside statistics, September 2009 Taiwan listed LED companies total revenue of 6 billion 927 million yuan, compared with August revenue of 6 billion 464 million yuan this year growth of 7.2% (YoY+18.9%). Which LED chip plant in September revenues totaled 2 billion 938 million yuan, up from last month's growth of 4.6%; LED packaging vendors in September revenue of about $3 billion 989 million, up from last month's growth of 9.2%.

LEDinside observation of the recent market situation, the downstream packaging factory, although generally in September revenue continued to grow, but the traditional fourth quarter season approaching, visibility from the original 5-6 weeks fell to 3~4 week level. Among them, mobile phone back light source of medium and small size, with mobile phone shipments season comes gradually decline, brand mobile phone manufacturers have been under repair for signs of LED and the pull force, white card mobile phone market still has the demand, but the visibility is not high. Large size panel backlight part, the fourth quarter panel factory also has the action of regulating LED inventory. Therefore, the fourth quarter of the packaging plant revenue growth momentum will slow down. As for the upstream chip factory blue capacity utilization continued full load, some manufacturers new MOCVD machine will move in the near future, so for the fourth quarter revenue is expected to continue to grow.

Observed in September the overall revenue of the chip factory in Taiwan, 2 billion 938 million yuan in revenue in September compared with last month's growth of 4.6% (MoM+4.6%, YoY +30.1%). In the case of shortage of upstream chip, has the ability to supply a large number of backlight applications of the upstream manufacturers, September revenue performance crystal power, canyuan, Taigu, etc. the company continued Guangjia record number. As for the downstream part of the LED package, in September the overall revenue of 3 billion 989 million (MoM +9.2%, YoY +11%). Packaging factory output exceeded last year's level. Packaging leading manufacturers billion light September revenue of about 1 billion 170 million yuan, a record high figure. Due to the size of the East due to the large size of the backlight needs, revenue continued to hit a record high in September revenue reached 462 million yuan (MoM +9.1%). The relatively high proportion of white card mobile phone applications, in September revenue reached 300 million yuan (MoM +14.7%).