LED plant in the first half of the second half of the fiscal year earnings look better

Industry research firm LEDinside pointed out that the Taiwan area listed LED companies in December 2008 total revenue of 3 billion 281 million yuan NT, month minus 19.2% minus 41.3% years, monthly output has fallen back to 2006 before the beginning of substantial expansion of the level. Due to industry demand is unknown, coupled with the implementation of the 10 communique on schedule, the low utilization rate of production capacity will make a significant decline in gross margin in the quarter, the first quarter earnings data is expected to LED manufacturers will be very poor. However, due to the 10 communique will help manufacturers to strengthen inventory control, with the inventory go, capacity utilization is expected to pick up in the second half, the company will continue to have a healthy long-term operating.

According to LEDinside statistics, in December 2008 the total number of Listed Companies in Taiwan LED total revenue of 3 billion 281 million yuan NT, representing a decline of 19.2% in November, compared with the same period in 2007, a decline of 41.3%. Among them, LED grain plant in December total revenue of NT $1 billion 297 million yuan, down 16.8% from last month, compared with the same period last year, a decline of 44.6%. LED packaging manufacturers in December revenue of about 1 billion 984 million NT dollars, down 20.6% from last year, an annual decrease of 39%.

LEDinside said that due to the sharp expansion of LED upstream manufacturers since 2008, after the rapid economic downturn makes idle capacity increase, the current LED industry, the monthly output value has returned to the level of prenatal expansion in early 2006. Part of the upstream manufacturers capacity utilization of less than 50%, some manufacturers are losing money.