LED plant performance across the board, at the same time downstream expansion

According to industry research firm LEDinside statistics, July 2009 Taiwan listed LED companies total revenue of 5 billion 982 million yuan, compared with 2009 June revenue of 5 billion 652 million yuan growth of 5.8% (YoY+3.8%). Which LED chip plant in July revenues totaled 2 billion 621 million yuan, up from last month's growth of 6.9%; LED packaging vendors in July revenue of about $3 billion 361 million, up from last month's growth of 5.1%.

LEDinside to observe the short-term market conditions, the current use of the upstream chip factory production rate of full order even blue, to the end of the year. Therefore, the recent introduction of the upstream manufacturers have started to expand production plan to prepare for the 2010 LED TV market.

As downstream packaging factory, the visibility of orders has reached the end of September 2009, Q3 for the traditional demand quarter, mobile phone and smart mobile phone demand from traditional. The introduction of the notebook CULV platform, in order to achieve the demands of electricity saving, equipped with LED backlight notebook models also continued to increase. In accordance with past experience, the demand will continue to 9~10 quarter wang. Due to the huge demand for TV and NB backlight market, so the downstream packaging plant has recently started to expand production plan.

Observation in Taiwan area in July the whole chip factory revenue, July revenue of 2 billion 621 million yuan compared with last month, substantial growth of 6.9% (MoM+6.9%, YoY, +2.6%). The individual company's revenue performance was observed, the upstream chip crystal power, canyuan, Guangjia and other companies in July revenue performance has exceeded the level of the same period last year. Leading manufacturers crystal electricity, July revenue hit a record high, reaching 1 billion 208 million (MoM+5.3%). Although the capacity of crystal blue light utilization is full, but due to the increase in the production efficiency of the chip side and high brightness four yuan product orders increase, making revenue continued to hit a record high. As for the canyuan July revenue reached 184 million yuan (MoM+10%), also a record high level. With the upstream chip manufacturers machine installed in succession, the second half of 2009 the output value of the upstream chip factory will be expected to continue to grow.

As downstream of LED package, in July 3 billion 361 million of total revenue (MoM +5.1% YoY+4.7%). Package factory output value has exceeded the level of the same period last year. Packaging leading manufacturers billion light July revenue of about 9.53

Billion yuan, a record high this year, the next few months in the traditional popular quarter demand pushed up, there is still a chance to return to more than 1 billion monthly revenue level. 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 hit a record high in July revenue reached 402 million yuan (MoM +18%), compared to the same period in 2008 grew by 70%. While the higher the proportion of mobile phone application in Hong Qi, white card mobile phone demand came out, the July revenue reached 245 million yuan (MoM +12%), in the second half of the new product introduction, there is still room for growth of revenue. As for the investment in the AUO kaiding, due to recent changes in trading patterns, making July revenues of only 163 million yuan (MoM -26%), but with the second half continued expansion and increase the proportion of OEM, revenues will return to growth momentum.