LEDinside: the overall demand for temperature back in April LED package factory output value is close to the same period last year

According to industry research firm LEDinside statistics, in April 2009 the total number of Listed Companies in Taiwan LED total revenue of 5 billion 361 million yuan NT (the same below), compared to this year in March revenue growth of 9.1% (YoY -13.4%). LED chip factory in April, the total revenue of 2 billion 89 million yuan, an increase of $4.4% last month, LED packaging vendors in April revenue of about $3 billion 270 million, an increase of $12.4%.

LEDinside observation of the recent market conditions, the current order visibility is only about 2~4 weeks. Upstream part of the chip factory, due to the recent positive for Samsung LED TV stocking, making the ultra bright blue LED supply appears tight phenomenon. Even out of the NB to the LED backlight supply, while the lower order of the mobile phone backlight chips also have the trend to turn to other second tier chip factory. As part of the downstream packaging plant, the recent growth momentum from small and medium sized backlight and lighting purposes LED based. Although some manufacturers said May revenue growth momentum, but after June orders visibility is not clear. LEDinside further pointed out that the recent market demand is not weak, still need to beware of false demand repeat orders.

Observed in April the overall revenue of the chip factory in Taiwan, in April revenue of 2 billion 89 million yuan last month, a slight increase (MoM+4.4%, YoY -25.7%). Leading manufacturers crystal electricity, in April revenues of 980 million (MoM+8%), due to capacity utilization close to full load, revenue growth momentum has slowed down. LEDinside said, canyuan also benefited from LED TV orders, Blu ray LED capacity utilization to 9 percent, revenue 137 million yuan in April (MoM+15%). While the Taigu in high brightness LED shipments increased, revenues in April amounted to 98 million (MoM +3.4%, YoY +9.6%).

Figure 1: 2009 04 LED chip manufacturers revenue ranking

Unit: NT $(million)

Mar-09

Apr-09

MoM

YoY

Crystal electric Epistar

Nine hundred and ten

Nine hundred and eighty-three

8%

-6.8%

Opto Tech

Three hundred and seventy-nine

Three hundred and seventy-one

-2.0%

-42.6%

Ding Yuan Tyntek

Two hundred and six

Two hundred and eight

1.2%

-28.1%

Canyuan FOREPI

One hundred and eighteen

One hundred and thirty-seven

15.2%

-15.3%

Wide gallium Huga

One hundred and six

One hundred and four

-1.7%

-47.8%

Taigu Tekcore

Ninety-four

Ninety-eight

3.4%

9.6%

New century Genesis Photonics

Eighty-six

Ninety

5.1%

-26.7%

Hua Shang Arima OptoELectronic

Seventy-one

Sixty-six

-6.7%

-55.8%

Uni-Light Touchtek

Thirty-one

Thirty-two

2.4%

-66.4%

Total

Two thousand and two

Two thousand and eighty-nine

4.4%

-25.7%

Source: LEDinside

As for the downstream part of the LED package, in April the overall revenue of 3 billion 270 million (MoM +12.4%, YoY-3.1%). Package factory output has been close to the same period last year. To explore the individual packaging manufacturers revenue, packaging leading enterprises by the overall demand for backlight backlight temperature impact, in April revenues of about 926 million yuan (MOM +15%). The proportion of small and medium size accounted for a relatively high proportion of the total revenue and the East Bay, in order to benefit from the white card mobile phone market, small and medium size backlight orders continued to increase, in April revenue also rebounded sharply compared to 12-30% in March. Huaxing benefited from the customer's order for frozen light strip continued to increase, in April the camp was recovered to 115 million yuan (MoM+28%). While focusing on the field of lighting, Sen Sen, high power LED accounted for nearly of revenue, LED lighting demand continued to increase in temperature, in April revenue growth of 9.4%, but compared with the same period last year has increased by 19%.

Figure 2: 2009 04 LED packaging manufacturers revenue ranking

NT $(million)

Mar-09

Apr-09

MoM

YoY

Billion light Everlight

Eight hundred and five

Nine hundred and twenty-six

15%

-2.0%

Baihong BRIGHT LED

Three hundred and eight

Three hundred and thirty-six

9%

4.1%

Dong Bei Unity Opto

Two hundred and thirty-three

Three hundred and three

29.9%

3.7%

Hong Qi Harvatek

Two hundred and seven

Two hundred and thirty-one

12%

-11.9%

Kay Ding Light House Tech

One hundred and ninety-eight

Two hundred and fourteen

8.1%

148.7%

Advanced electric Advanced Optoelectronic Technology

One hundred and seventy-nine

Two hundred

11.6%

11.8%

AI Sen Edison Opto

One hundred and seven

One hundred and seventeen

9.4%

19.5%

Huaxing Ledtech

Seventy-five

Ninety

20%

-9.8%

Li Chau TAIWAN OASIS

Seventy-seven

Seventy-seven

0%

-24.1%

Others

Seven hundred and twenty-two

Seven hundred and seventy-eight

7.7%

-21.5%

Total

Two thousand nine hundred and eleven

Three thousand two hundred and seventy-two

12.4%

-3.1%