Taiwan LED company in June revenue review, the second half outlook optimistic

The second quarter of 2017, 8 LED chip enterprises in Taiwan total revenue of NT $9 billion 764 million (about 2 billion 170 million yuan), an increase of 3.84%, an increase of 10.38%; 9 LED packaging companies total revenue of NT $14 billion 651 million (about 3 billion 256 million yuan), down 13.15%, a decline of 0.9%. The single month of June, 8 LED chip enterprises in Taiwan total revenue of NT $3 billion 279 million (about 729 million yuan), an increase of 3.69%, an increase of 1.02%; 9 LED packaging companies total revenue of NT $4 billion 970 million (about 1 billion 105 million yuan), down 12.59%, an increase of 1.72%.

The second quarter of 2017 and the new single month of June 8 Taiwan LED chip business revenue was increased slightly, mainly benefited from crystal electric and China on revenue growth. EPISTAR said, expected growth Q2 the company's revenue is mainly due to delivery rate of the company's Blu ray LED products and four yuan LED products to maintain high growth. Among them, the blue LED product packaging factory, to benefit from the expansion, the maximum of revenue contribution. At present, LED is still a shortage of state, prospects can be relatively optimistic about the second half of the revenue.

How to see the second half of the LED chip industry? EPISTAR give optimistic guidelines: this expansion capacity mainly from three safety optoelectronics, HC semitek and Australia Shunchang, launch capacity concentrated in the 2 to the 3 quarter. The market might worry about the new production pressure on the industry supply and demand; but from the latest expansion schedule, this part of the chip manufacturers in order to strive for government subsidies, began to import domestic MOCVD equipment. Equipment manufacturers, lack of experience, from the machine installed to upgrade to the appropriate yield, need 3 ~ June. The new production is expected to pressure in the 4 quarter of this year, the second half of the industry is still optimistic about the relationship between supply and demand.

LED chip industry in recent years after the reshuffle, the small factory production capacity to gradually withdraw, leading enterprises emerge. If the planned expansion, to the end of 2017, the total global production capacity of LED chip ratio will exceed 50%, is expected to Sanan optoelectronics and HC semitek global market share rose to 22% and 13%, ranked first, second place in the world. And the layout of MicroLED, an optoelectronic active GaAs and Gan new business, HC semitek actively layout MEMS new business, new LED chip leading new business will break through the ceiling, to open a new market space.

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