Taiwan LED industry entered the off-season Q1 next year after the restart growth momentum

Dramexchange (TRENDFORCE)'s LEDinside research department statistics, November 2010 Taiwan listed LED companies total revenue of NT $8 billion 504 million in 2010, compared with October revenue of 8 billion 690 million yuan (MoM-2.1%, YoY+24%). November LED chip factory and packaging plant is still synchronized decline. Estimated December inventory and off-season factors, short-term performance is still difficult to pick up.

However, in 2011, the lighting market as a result of various governments have introduced all kinds of subsidies, so LEDinside believes that in 2011 the overall market demand is still large room for growth. On the other hand, LEDinside estimation of LED backlight LCD TV penetration, more than by 18.5% in 2010 soared to 43% in 2011, although in the short term there is still high inventory of the LCD TV doubts, but after the first quarter of 2011 LED forecast to industry growth momentum will restart.

And from the LEDinside prepared by the LED industry index (LEDX), through the performance of the LED industry market value to observe the index index of LED industry trends. Currently LED epitaxial crystal index (ChipLEDX) has reached 4235 points, while the LED packaging index (PackageLEDX) also came to the point of 4866, although contrary to the fundamentals, but also can be regarded as the overall market for LED industry development is still confident.

November Taiwan overall upstream chip factory revenue 4 billion 20 million, compared to revenue in October fell by 2.8%, (YoY+25.4%). Taiwan Dachang crystal electric (Epistar) annual total revenue of 18 billion 300 million yuan NT, the annual revenue is expected to more than 20 billion yuan, accounting for about of the overall LED chip factory output value.

Steady growth in the performance of the new century, continued high innovation, the monthly growth of 2.7%, an annual growth of 183.7%. Yangzhou canyuan investment lucidity optoelectronics will be opening in mid December, before the end of the year into 20 sets of MOCVD equipment, 2011 Yangzhou factory scale will multiply, the future can Jan MOCVD equipment is expected to reach 60 units in size.

LEDinside pointed out that the future development of the plant in the Chinese market put into operation, with the promotion of local government policies, whether it is the consumer side or the supply side of the equipment, there is a very close relationship.

Downstream LED packaging plant, in November 2010 the overall LED packaging plant revenue reached 4 billion 480 million yuan, compared with October 2009 grew by 22.7%, but compared with the year of September, the overall slight decline of $1.4%.

Overall, the 2010 Q4 face the traditional off-season, despite the large size of the new TV backlight orders began shipping, but the short term is to fill the old specifications of the decline in small size backlight orders plus mobile phone and other consumer applications due to the off-season decline, so the overall performance of LED still need to wait until 2011 before the resumption of growth of Q1 kinetic energy.