LEDinside; October LED plant revenue decline of about 1

Dramexchange (TRENDFORCE)'s LEDinside research department statistics, October 2010 Taiwan listed LED companies total revenue of about 8 billion 690 million yuan, compared with 2010 September revenue of 9 billion 736 million yuan fell by 10.77% (YoY+21.3%). LED chip factory in October, the total revenue of 4 billion 140 million yuan, down more than in September, LED packaging manufacturers in revenue in October, compared with a decrease of 12.3% in September, compared with $4 billion 550 million in.

Analysis of LED backlight TV market

Eleven during the long holiday, China's brand TV manufacturers to take this opportunity to go to the traditional LCD TV, but for the LED manufacturer's revenue contribution is not much, but also makes the majority of manufacturers expect market demand in 2011. Dramexchange (TRENDFORCE WitsView) said the Department's research, benefit from the light guide plate shortage problem is reduced, the panel manufacturers active layout, strong brand manufacturers active layout and China TV market demand, market demand is expected to pick up in 2011. LEDinside expected, rebound in market demand situation, will drive LED shipment warming.

Similarly, the situation is relatively reflected in the LED supply chain MOCVD manufacturers, in the recently released 2010 earnings report Q3, Aixtron and Veeco at the end of September the equipment inventory backlog were as high as $353 million and $569 million, South Korea, Taiwan and many manufacturers due to factories are ready to request the delivery period until 2011 the first quarter, according to the second half of 2010 LED overall supply chain revenue than expected to optimistic.

LED chip factory revenue performance in October

October Taiwan overall upstream chip factory revenue 4 billion 110 million, compared to revenue in September fell by 9.1%, (YoY+31.4%). By LED backlight LCD TV performance not only affected by the parent company group panel in October revenue fell 16.3%, total revenue fell 30% lextar electronics. In addition, canyuan due to cooperation with Ruixuan TV, in the downstream demand does not matter, the performance is flat to keep steady, YoY growth of 58.9%; and announced in the third quarter earnings, operating margin and net operating rates were 46.56% and 36.76%, ranking the industry's first throne. New century October revenue increased by 5.5% to reach $331 million, mainly benefited from the support of the advertising revenue from the billboard lighting market in 35%, showing a steady growth trend. The crystal electric and Delta Electronics development cooperation by OSRAM HV LED product orders, revenue will gradually appear in the days after the benefit.

LED packaging plant in October revenue performance

Downstream LED packaging plant, in October 2010 the overall LED packaging plant revenue reached 4 billion 550 million yuan, compared with October 2009 grew by 13.4%, but compared with the year of September, a decline of 12.3%. Taiwan manufacturers revenues are down about 5-10%, while the East Bay for notebook computer orders into making revenue increase of 5% months. Foreign lighting manufacturers have announced Q3 2010 earnings in the near future, including Philips, Osram, Cree and so on, can produce beautiful results, steady growth in market demand for lighting, LED lighting lighting market gradually entered the play, good afternoon.