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

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%.

2017, the second quarter, and the latest June single month, Taiwan region 8 LED chip business revenue grew slightly, mainly benefited from the growth of crystal and Chinese revenue. Crystal electric said, Q2 revenue exceeded expected growth, mainly due to the company's Blu ray LED products and four yuan LED products to maintain a high growth rate of shipments. Among them, the Blu ray LED products benefit from the expansion of the mainland packaging factory, the biggest contribution to revenue. At present, LED is still in short supply, and can be relatively optimistic about the revenue outlook in the second half.

Second half of the LED chip industry how to see? 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 may have been worried that the new investment capacity will have pressure on the relationship between supply and demand; but from the latest expansion schedule, this year, some chip manufacturers in order to fight for government subsidies, began to import domestic MOCVD equipment. Mainland equipment manufacturers lack experience, the machine from the installation to upgrade to the appropriate yield, it takes 3~6 months. New production capacity is expected to pressure in the 4 quarter of this year, the industry is still optimistic about the supply and demand in the second half.

LED chip industry after several years of reshuffle, small factory production capacity 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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