Taiwan LED Market: backlight demand upstream chip continued shortage

According to industry research firm ledinside statistics, May 2010 Taiwan listed LED companies total revenue of 9 billion 650 million yuan, compared with 2010 revenue 9 billion 33 million yuan in April increased by 6.8% (YoY+85.5%). LED chip factory in May, the total revenue of 4 billion 273 million yuan, an increase of more than April, LED packaging manufacturers in May revenue of $5 billion 379 million, compared with an increase of 7.5% in April, an increase of.

And compiled by the LEDinside LED index (LEDX), the industry through the LED industry market performance to observe industry. At present, the LED index (ChipLEDX) index has dropped to 3949 points, while the LED packaging index (PackagELEDX) also came to the point of 5050. Although the output value of Taiwan LED manufacturers continued to write a record high, but the LED industry index fell by nearly 20% compared to the beginning of this year highs, contrary to the fundamentals. The obvious market investors for LED industry greatly expanded and the Korean factory competition situation still have doubts.

On May Taiwan overall epitaxial factory revenue, May revenue of 4 billion 272 million yuan, compared with last month rose 6% (MoM+6%, YoY+94.4%). Large backlight demand is still strong, some manufacturers due to MOCVD devices in the first quarter after moving into the second quarter began a large number of production, making revenue continued to hit a record high.

Lextar new chip revenue

The new chip revenue Luanda

LED downstream packaging factory, in May the overall revenue of 5 billion 378 million (MoM+7.5%, YoY+79%). The overall demand for LED is still good. By its large backlight orders are still strong. However, due to the upstream chip shortage problem is difficult, some manufacturers can not get enough chip support, the impact of partial shipments. Packaging factory even part of the smaller, second quarters of small and medium-sized power LED chip prices were raised prices ranging from 10~20%. However, high power LED, due to the continued improvement in the specification of the middle, so the price per lumen is declining, making the market price confusion phenomenon.

Excluding kaiding, new revenue lextar package

Excluding kaiding, new revenue lextar package