Taiwan LED factory orders doubled flowed downstream

Taiwan LED downstream packaging factory orders came the good news, infodisc received Innolux additional orders, 7 inch LED backlight panel also received full capacity, LED lighting orders, shipments this year will be doubled; Wang Qi received the high power LED orders, March shipments from the competition; Baihong grabbed the Japanese customer orders on hand LED infrared infrared LED and optical coupler, this year shipments will grow 70%.

The first quarter is usually the LED season, the prosperity of the industry is generally from March heating, January sales is observed in LED plant for one year operation of the index, annual revenue growth rate will be January usually not far from the company's annual revenue growth rate. Among them, Baihong and East Bay January revenue growth of more than 60%, which revealed two will be high growth this year in the LED factory.

The outside world is looking at the LED plant, often staring at the billion light, crystal, crystal and other leading manufacturers, but in addition to the battle line LED packaging plant, the high growth of second tier plants can not be ignored. The East Bay last year have good gains in small and medium size backlight, the lunar new year after the orders be withdrawn from circulation, it is understood that the East Bay received Innolux additional orders, the East Bay 40 million SMD LED capacity has been saturated, and the expansion in emergency. East Bay spokesman Weng Congzhi said, in the small and medium size backlight, before the end of the first quarter estimates are expected to exceed the performance of the second half of the peak last year, the East Bay has begun to expand production, the estimated annual capacity can be increased 50% to 60 million per month, the end of this year will expand production capacity to 100 million. In addition, the East in the LED lighting market related products, after more than two years of layout, will be launched this year. Weng Congzhi said that the estimated amount of shipments in the lighting market this year will be doubled over last year.

Small and medium size LED backlight source increased demand, the Chinese white card mobile phone inventory digestion has come to an end, but also to the performance of the macro Hui wen. Hong Qi January revenues of 276 million yuan, the monthly growth rate of up to 22.6%, the total profit forecast in the first quarter of Qi Qi will be better than last year's fourth quarter of 24%. Qian Songling, a spokesman for the macro pointed out that Acer has received orders from the United States high-power LED, from March to start shipping, so the revenue will be upgraded in March. Qi Qi's own research and development of high power LED this new product, has made the United States a new patent packaging structure, due to the annual growth rate of more than 30% of the LED lighting market growth rate, the United States in the u.s.. Hong Qi strong mobile phone market demand from last year, corporate estimates, Hong Qi in the fourth quarter earnings 135 million yuan, the highest single season record, which last year earnings per share of more than 2.3 yuan, this year in high power LED after joining the share of pre tax earnings have the opportunity to challenge $3.

The estimated Pak hung in the fourth quarter of last year high growth this year, January 2013 revenue growth rate as high as 65%, ranking the LED plant crown, Baihong spokesman Wang Biyu said that this year the order growth has made it quite clear, SMD and infrared LED as the main engine of growth, in addition, white card mobile phone backlight module will also increase demand, Baihong small and medium size panel backlight new customers, in the optical coupler and the infrared part LED, also from the Japanese competitors grabbed the hands of new customers, in addition to LED Street orders this year has reached 50 thousand, running in the LED industry front.

Source: Taiwan Economic Daily