LED station plant to meet the upstream and downstream manufacturers to start the expansion plan

According to industry research firm LEDinside statistics, in July 2009 Chinese Taiwan listed LED manufacturers total revenues of NT $5 billion 982 million (below, NT), representing an increase of 3.8% over the same period last year, an increase of 5.8% compared to June revenues of 5 billion 652 million yuan, the upstream chip factory production rate of full order even blue, to the end of the year, so the upstream manufacturers have recently raised start the expansion plan, prepare for next year's LED TV market.

The downstream packaging factory, the visibility of orders has reached the end of September, LEDinside said, the third quarter is the traditional peak season demand, the traditional mobile phone and intelligent mobile phone and notebook computer demand came out, because of the CULV platform, to achieve the energy saving demands, equipped with LED backlight NB models continue to increase, according to historical experience, the peak season demand will continue from September to October, due to the TV and NB backlight market demand is huge, so the downstream packaging plant have also recently launched expansion plan.

LEDinside said that the July Taiwan overall chip factory revenue 2 billion 621 million yuan, an increase of 6.9% compared to June, and in July last year growth of 2.6%, while the company's revenue performance in the individual observation, 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 yuan, the monthly growth rate of 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, the monthly increase rate of 10%, also a record high level, with the upstream chip manufacturers have installed the machine, the second half of the upstream chip factory output is expected to continue to grow.

As for the downstream LED package, LEDinside statistics, in July the overall revenue of 3 billion 361 million yuan, the monthly increase of 5.1%, the annual increase of 4.7% over the same period last year has surpassed the packaging factory output level, leading manufacturers billion light July revenue of about 953 million yuan, a record number, the next few months in the traditional peak season demand pushed up, monthly revenue the opportunity to reach more than 1 billion yuan 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, the monthly growth rate of 18%, compared with the same period last year, an increase of 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, the monthly increase rate of 12%, in the second half of the new product introduction, there is still room for growth of revenue. As in (2409) the AUO investment kaiding, due to recent changes in trading patterns, making July revenues of only 163 million yuan, a decrease of 26% compared with the second half of June, but continued to expand production and increase the proportion of OEM, revenues will return to growth momentum.