Taiwan LED industry forecast 2008 Q2 signs of recovery

At present, the LED market in Taiwan in 2008 Q2 recovery, some manufacturers than other manufacturers profit more. Although analysts expect more manufacturers will get better performance in May, Taiwan's overall LED revenue in April was NT $6 billion 100 million, an increase of 4.4% over the year of March.

Upstream LED chip manufacturers in April total revenues of 2 billion 81 million, an increase of more than 11% in March. EPISTAR company for 7 ~ 10 inch LCD panel, LED backlight and Christmas lights and flash applications at the end of April and the leading order. Other companies, including Epitaxy (Formosa) and Infocomm (New Century) Company in April to get good performance.

EPISTAR and I-Chiun (I-Chiun Precision), etc. have a record revenue in April. While other companies in April revenue side down. EPISTAR revenues of NT $1 billion 100 million increased by 23%, while the I-Chiun company revenues of NT $326 million rose 61%.

The downstream packaging manufacturer, Everlight revenues of NT $945 million, and the Department of Lite (Lite-on) company's LED sales of NT $928 million. Second tier manufacturers total revenue of about 3 billion 28 million NT fell by more than $1.25% in March.

LED market demand has recovered in May, and more companies are expected to increase sales this month. EPISTAR company is expected in May will reach 1 billion 10 million notebook application order nt. LED lead frame current price rise from 10% to 15%, I-Chiun company's monthly revenue should increase. In addition, high power and AlGaInP LED demand is recovering.

Source: LEDinside