Taiwan LED July decline of 15% manufacturers in June August about unknown

According to industry research firm LEDinside statistics, due to the impact of weak demand of mobile phone market in 2008, June, China's total area of Taiwan LED manufacturers revenue of NT $5 billion 479 million, compared with 6 billion 95 million yuan NT revenue decline in May (MoM-10%, YoY-0.3%). Among them, the LED chip plant in June revenue of 2 billion 431 million yuan NT dollars, compared with last month's decline of 15%; LED packaging manufacturers in June revenue of about NT $3 billion 48 million, also reduced by $5.8%.

Observed in June the overall revenue of the chip factory in Taiwan, crystal electricity fell 16.5% compared with the year of May, mainly due to the packaging manufacturers to adjust the inventory at the end of the quarter, coupled with the phone is still weak demand for small and medium size products. And can round June revenue also declined by 23%, also affected by the Chinese mainland white card mobile phone market downturn. The new century, due to the main outdoor advertising billboards market, so to avoid the impact of small and medium size and mobile phone downturn, in June revenue continued to record a new high of 133 million NT dollars, the monthly growth rate of up to 5%.

As part of the downstream LED packaging has also been affected by sluggish demand for mobile phones, in June compared to the overall revenue decline of 5.8% in May. Billion light in June revenue of 905 million yuan NT, the monthly growth rate of -5.7%, while the Hong Qi, East Bay and other manufacturers to accept the slip amplitude of more than 15%.

Outlook July, part of the upstream LED manufacturers believe that the industry is still not high visibility. Small and medium size as well as mobile phone demand is still uncertain, most of the LED industry is expected to rebound in demand for mobile phones is expected after the Olympic games. In addition, hundreds of millions of light and other parts of the LED packaging manufacturers have the ability to cut into the low-cost notebook LED backlight module supply chain, but also contribute to the third quarter revenue performance.