NB backlight orders back temperature, Taiwan LED manufacturers in March revenue growth rate (MoM) of 18.4%

According to industry research firm LEDinside statistics, March 2008 Taiwan listed LED companies total revenue amounted to NT $5 billion 775 million yuan, 4 billion 934 million yuan in February increased by 18.4%, the annual growth rate of about 17.17%. Which LED chip factory revenues totaled 2 billion 513 million yuan, the monthly rate of increase of 15.31%; LED packaging manufacturers in March revenue of about $3 billion 330 million, the monthly growth rate of up to 20.89%.

The observation of LEDinside, revenue performance in March Taiwan whole chip factory is relatively prominent, mainly because in February coincides with the Lunar New Year Chinese downstream customers downtime, so in February the LED industry base is relatively low. Which the new century and the March round of revenue performance is good, a record monthly revenue, monthly growth rate were more than 30%. In the new century, the company benefited from the blue chip LED chip output and new customers to increase the size of the supply, in March revenues of 120 million, the monthly rate of increase of up to 44.6%. As for the round, March revenue of 157 million hit a record high, benefiting from small size backlight and High Power LED shipments increased revenue growth driven.

As for the downstream part of the LED package, although the monthly revenue growth rate in March outperformed the upstream chip manufacturers, but the overall revenue is still lower than the total number of performance in January 2008. The Baihong March revenue was the most dazzling, the main reason for the March SMD, infrared and other new production opened, plus the customer needs to warm, the March revenues of $375 million a high level of historical time.

In the second quarter of 2008 LED Taiwan factory performance, because most chip makers began to gradually increase the MOCVD machine in the first quarter, estimates LED upstream epitaxial output will continue to increase, the downstream packaging industry will also be synchronized to benefit, so LED manufacturers in April revenue is expected to return to temperature.

In terms of the application side, because the traditional popular quarter comes with small and medium size panels will no longer appear like 2007 serious shortage phenomenon, so in small and medium size LED backlight will look compared to the annual growth of four yuan, the current high brightness (UHB) LED order has significantly warmed.

Then the mobile phone category accounted for a considerable proportion of LED shipments, China White brand mobile phone demand gradually back to temperature, but the brand mobile phone manufacturers demand visibility is still low, the 1300~1500mcd specifications of the Blu ray LED product demand increases slowly. Due to the second quarter of the upstream LED vendors continue to expand production, so the growth rate of mobile phone demand in the second quarter is the focus of observation, if the demand can keep up with the expansion of LED manufacturers will contribute to the LED manufacturers in the second quarter earnings performance.

Source: LEDinside