Taiwan LED industry downturn in November, many companies are down

Taiwan LED industry in China in the winter of November in advance, customers have to cancel the order, from upstream to downstream packaging factory factory is epitaxial frozen phenomenon, the last quarter of November as a busy month of 2008 the most dismal. Including EPISTAR, Everlight, (2448) macro Qi, I-Chiun (2486) and other companies in November revenues have hit a single month in 2008 and December because of low in inventory, forecast December revenue will decline, January 2009 working days less revenue than in December. LED industry, said the LED industry has entered hibernation since November. But because of the technology industry in November underearning heard, shares fell deep LED shares yesterday rebounded, including Everlight, Guang Lei, canyuan, Hua, I-Chiun, Bai Hong, Wang Qi, Ding Yuan nine LED factory stock trading to close.

LED industrial orders in November frozen, leading the upstream epitaxial crystal power plant capacity utilization fell to 50% in November, November revenues of NT $648 million yuan, more than 36% years of recession than in October fell 28%. Crystal electricity spokesman Zhang Shixian said, crystal electric was originally estimated November revenue of 850 million yuan, but customers have canceled orders, so that in November revenue performance is not as expected, and in December orders will be less than in November. Because the crystal 2008 expansion of production capacity has been completed, but in the financial impact of the tsunami, the customer orders have ordered a halt in November, capacity utilization rate of only five to 60%, estimated in December and no inventory of downstream customers urgent orders, capacity utilization rates may decline to below 50%, crystal electric has started spending less severe winter the operator, has begun to implement "two days off for six days, and more than 10% executives pay cuts.

Downstream packaging plant revenue performance is not ideal, Acer Qi November revenue of 183 million yuan, a record low in 2008, compared with the same period in the past year, more than 40.26% decline in the recession than in the year of October, more than $31.46%. Wang Qi spokesman Qian Songling said, November orders frozen whether it is used in mobile phone, NB or Netcom are cut, the November revenue performance is not ideal, at the same time, expected in December will be more miserable.

Billion light November revenue also fell 20%, hit a new low in 2008, due to the order is not optimistic in December, billion light in December revenue will fall to less than $800 million. Said billion light director, LED industry revenue decline obviously, December because the industry inventory factors, the factory business is bound to a record low in 2008, 2009 1, February for only a few days with no order, I'm afraid hard than December 2008.