Taiwan LED grain / packaging factory in March revenue brisk performance

According to industry research firm LEDinside statistics, March 2008 Taiwan listed LED companies total revenue total 5 billion 775 million yuan (NT), compared to 4 billion 934 million yuan in February increased by 18.4%, the annual growth rate of about 17.17%. The LED of the total grain factory revenue of 2 billion 513 million yuan, an increase of 15.31% over the last month, the grain manufacturers in new century and can circle March revenue performance record; LED packaging manufacturers in March sales of about 3 billion 330 million, an increase of 20.89% over the last month.

According to the observation of LEDinside, revenue performance in March Taiwan whole grain factory brisk, since February Lunar New Year coincides with the China downstream customers downtime, so in February the LED industry base is relatively low. One of the new century and can be round in March revenue performance, single month revenue hit a record high, and the monthly growth rate of more than 30%.

In the new century, the company benefited from the increase in the output of LED blue light and new customers to increase the size of the supply, in March revenue 120 million, the monthly growth rate of up to 44.6%. As for the round part of the March revenue of 157 million hit a record high, mainly due to the small size of the backlight and High Power LED shipments to drive revenue growth.

As for the downstream part of the LED package, although revenue growth in March was better than the performance of the upstream grain manufacturers, but the overall revenue is still lower than the total performance in January this year. The Baihong March revenue was the most dazzling, the main reason for the March SMD, infrared and other new production opened, plus the customer needs to warm, the March revenues of $375 million and a high level of historical time.

LEDinside analyst Chu Chao said in, because the majority of grain manufacturers began to gradually increase the MOCVD machine in the first quarter, LEDinside is expected in the second quarter of the upstream epitaxial LED output will continue to increase, the downstream packaging industry will also be synchronized to benefit, so LED manufacturers in April revenue is expected to return to temperature.

In the application part, due to the traditional peak season, small and medium size panels no longer appear like last year serious shortage phenomenon, so in small and medium size LED backlight is expected to more than last year increased significantly, the current four yuan ultra high brightness (UHB) LED order has significantly warmed. As part of the mobile phone, the mainland white card mobile phone demand gradually back to the temperature, but the demand for mobile phone brand brand is still low, making Blu ray 1300-1500mcd specification product demand is increasing slowly.

Chu Yu Chao further pointed out that, due to the second quarter LED upstream manufacturers continued expansion, so the second quarter growth rate was observed on mobile phone demand, if the demand can keep up with the expansion of the amplitude LED manufacturers will help LED vendors in the second quarter profit performance.

Source: International Electronic Business