Taiwan LED companies in September performance will not be optimistic

Because of the brand recent shipment order is relatively low, LED backlight LCDTV inventory adjustment is still continuation of supply problems and some manufacturers also have a sapphire substrate, MO gas and other raw materials, leading to the current majority of Taiwan LED epitaxial manufacturers on the performance in September is not optimistic.

Crystal electric current Blu ray LED full capacity, but the capacity utilization of about four yuan LED 75%~80%, plus August urgent remedy, the overall performance is not affected. But in September, eleven for the Mid Autumn Festival holiday, some goods to be shipped by the end of the month, expected September revenue, but the actual performance depends on the overall shipments, the fourth quarter will enter the season.

Canyuan for Korean customers pull goods quantity is small, the old inventory needs to be clear, although the recent Korean customers small release new models (LED backlight LCD TV) order, but on September to the fourth quarter of the LEDTV backlight orders or have to wait and see.

Taigu because TV backlight demand has not diminished, the recent raw material supply is adequate, although the lighting application products orders growth, but because of different specifications, is not easy to have amount of benefits, is expected September revenue will be a little further decline than in August. But if the Taigu September revenue remain more than NT $200 million, its third quarter revenue reached 700 million yuan, compared with the second quarter growth of 15%~20%.

Guangjia in view of the recent LED backlight LCD TV market is not clear, expected in September 2010 compared to August revenue will be reduced or unchanged from August. But if as expected, Guangjia in 2010 third quarter revenue is up to about 1 billion 500 million yuan, quarter by 15%-20%.

Benefit from new aircraft orders, new century forecast September revenue will continue to rise. The company cut into the LED backlight LCD TV market late, and its orders are mostly new models, therefore, the old model to adjust the inventory of its smaller impact.

But due to the development of LED TV has become a stereotype, manufacturers and early promotion in the mainland and eleven sales in Europe and the United States, will reduce inventory, manufacturers to TV backlight demand during the first quarter of 2011 the growth for the fourth quarter, still have confidence.