Taiwan LED manufacturers due to the low cost of mobile phone inventory makes LED in June revenue generally decline

Due to low cost mobile phone customers Chinese and South Korea stock increase, coupled with the end of June LED inventory, making LED factory revenue in June generally decline compared with May, the proportion of mobile phone manufacturers fell more high, such as mobile phone revenue accounted for more than 80% of Hong Qi in June revenue fell 13%, about 170 million yuan nt. Baihong, light and electricity billion showed a decline in the phenomenon. While originally expected canyuan photoelectric high innovation is also affected by the downstream customers affected, revenue fell to 90 million yuan NT, as expected.

LED factory in Hong Qi in the highest proportion of mobile phone, Wang Qi chairman Wang Binglong often in last month's shareholders have advance notice, Wang Qi really feel the pressure on the stock. And if it is clear that if the macro Qi main Avago, Osram OEM orders have been feeling the pressure, then the other direct contact with the mobile phone factory downstream packaging plant may be more obvious pressure.

Inventory pressure reflected in the LED factory in June revenue, revenue fell to 170 million Hong Qi NT, representing a decline of 13% in May; the same main mobile phone market Baihong June revenue of NT $240 million, compared to May fell slightly; while the proportion of mobile phone about 30% billion light also admitted that in June revenue is less than May but the difference is not too far, apparently LED downstream packaging factory revenues are affected by LED mobile phone shipments decreased.

LED plant in June revenues decline, in addition to factors outside mobile phone inventory, and inventory, for example the last week of the downstream packaging Dachang billion light is almost not receiving, is directly affected by the EPISTAR, EPISTAR June revenues of NT $570 million, than in May to reduce the 11 million yuan nt.

Canyuan also because of the downstream of the main customer macro Qi, by the impact of mobile phone inventory Baihong tired, not only revenue highs, and fell to 90 million yuan NT, reached the expected revenue of illegal.

LED packaging manufacturers Taiwan, the main supply of international mobile phone manufacturers mostly cheap mobile phone keys with blue LED, and LED is used in high brightness blue screen white backlight, or second tier mobile phone factory in Taiwan LE-D, especially downstream components cost benefit package, purchasing advantages, revenue growth trend go for half a year, even in May, Taiwan some LED manufacturers are also contrarian revenue hit a record high.

So when the low-cost mobile phone, and domestic mobile phone came in emerging markets to increase inventory control message, downstream of LED plant in June revenues, apparently with the demand of LED mobile phone has slowed the situation. Add LED to replace CCFL as the deferred effect of LCD panel backlight, as well as Taiwan high power LED yield has not been improved to Japan, the United States LED manufacturers in the same level, the Taiwan LED or to the needs of the mobile phone, especially low-cost mobile phone market climate, almost all major sales of Taiwan LED on the downstream industry center of gravity.