Taiwan 16 LED listed companies 1-9 monthly revenue secret

[LED] Chinese network rise in the mainland LED supply chain, foreign manufacturers price war, LED lighting backlight demand such as multiple attack, Taiwan LED plant in the first half of this year revenue is not as expected and continued to decline, but in September, the Taiwan LED market began to pick up, the manufacturers have released a September home business revenue. In order to better understand the status quo of the entire Taiwan LED in 2015, China LED network statistics Taiwan 7 LED chips and 9 LED packaging listed companies in 2014 and the first quarter of three, the revenue data and its growth rate of.

LED chip companies in the first three quarters of revenue fell compared with the previous year. From YAHOO finance statistics, Taiwan 7 LED chip companies (crystal power, Guang Lei, Ding Yuan, the new century, China, Taigu, epileds) 1-9 in 2015 revenues over the same period last year are different degrees of decline, which in Taigu and China on the decline of nearly 50%, and leading EPISTAR the enterprise for the Taiwan chip also fell 11.2%.

Although due to the lighting season due to enter since September, Taiwan LED chip side and the end of the packaging chain were slightly improved, but still fell sharply year on year. The main reason for the overall decline, on the one hand is the price war launched in April PHILPS, on the other hand is the rise of the mainland LED supply chain. These factors led to the sharp decline in revenue from the Taiwan LED industry since May, until September has not reversed the trend.

One obvious example is that in order to deal with the price war, billion light was forced to adopt the leading enterprises in the mainland three chip. Although after entering the Q3, billion light return to the use of crystal chips.

9 LED packaging companies in the first three quarters of revenue fell by more than 8 last year, up 1. From the statistics of the 9 packaging enterprise revenue data, the decline in the overall decline in the packaging industry in Taiwan LED chip industry to slow down. One of the biggest decline in the macro Qi is 23.98%, and this data is in the middle of the decline in the chip level. And the number of leading enterprises in the top LED revenue decline in the single digit decline in packaging.

For these companies revenue decline over the previous year, mainly price war. The number of components in a number of packaging enterprises to increase sales, while revenue is declining. From this point of TrendForce's green energy division LEDinside price data in the first half of the second quarter can be seen, LED package price continued to decline. The average price from 2835 parts of lighting package decline reached 10~17%, or other components in the 1~9% interval, LED backlight quote in the 3~6% package. (text / China LED network Skavy)

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