Packaging factory performance better than the chip factory? Taiwan LED factory in July report to

Recently, Taiwan LED manufacturers in July revenue data released in succession. According to LEDinside statistics, 7 LED chip companies in Taiwan (Electrical and optical crystal macro, Guang Lei, Hua, Taigu, new century photoelectric, Ding Yuan) total revenue 3 billion 302 million 789 thousand yuan (NT, the same below), an increase of 1.76%, a slight increase of 0.71%; 10 LED packaging companies (Everlight, Lunda, East Bay Lite, science, Ai Disen, Bai Hong, Wang Qi, I-Chiun, Huaxing, Li Zhou) total revenue 22 billion 413 million 39 thousand yuan, down 9.20%, a decline of 8.53%.

Among them, LED chip manufacturer, crystal crystal electric power and light Acer, Ding Yuan, China on July revenue year-on-year increase rate were 3.12%, 3.72%, 15.95%, 78.89%, and Guang Lei, the new century, Taigu photoelectric revenue fell 19.09%, 17.20%, 6.21%.

It is worth mentioning that the chip leading manufacturers EPISTAR July revenues of 2 billion 249 million yuan, a record high of nearly 15 months. In future, EPISTAR said the third quarter industry into the traditional peak season, growing market demand driven by the blue LED lighting, maintain full utilization rate, in addition, plant lighting project LED orders and outdoor display demand is also good, four yuan to support the LED orders, orders in the short term without fear, will challenge the continuous second quarter profit.

But 10 packaging companies performed slightly worse, only lextar and macro Qi in July revenue growth year on year, rate were 6.71%, 17.44%; seven other packaging manufacturers revenues in July full year decline, the largest decline in Edison, up to 40.83%.

Lextar electronics said that July as demand rising market and enhance the backlight applications, including high order products of continuous fermentation, including surface display, high resolution and high contrast UHD HDR and other products. At the same time, benefit from the application of gaming monitor and other special high order smooth delivery, to master the technology successfully lextar niche product application.

From the consolidated revenue ranking, ranked 10, Lite packaging plant for the first time, reached 17 billion 517 million yuan, an annual reduction of about 10% months and reduction, and information products is the main reason of July reduced revenues, information products in July accounted for 55% of revenue, and in June the same, which is also representative of information products in July than in June more than revenue decline 1, the beginning of the season PC customer pull goods is reduced but also cause recession, in September 8, is expected to become PC customers will be able to return to normal status pull goods.

As for the second half of the year, the manufacturers will respond to different terminal operation sea and have difference. The second half billion light will continue to product portfolio optimization strategy, both the LED sea such as backlight / Lighting price pressure is relatively large, the company will improve the lamp (direction lamp / interior lights), small spacing display higher ASP and gross margin business accounting, in order to increase the overall gross profit and optimization of product mix, another year the key target for capacity expansion to 1 billion.

The first half of the company said the development of backlight Lunda smoothly, with the high order LED backlight products, such as the high price of the sea lock high order panel TV and NB; UV/IR LED in ankong / iris recognition and extend the car with new customers LED products. (text: LEDinside Nicole)

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