Taiwan LED packaging fourth quarter revenue fell

Taiwan LED packaging factory in November revenue is generally fall last month more than 20%, manufacturers said that due to the market downturn makes the effect of the season 10-11 months of this year than in the past, coupled with the December year-end inventory, January holiday days, expected December revenue and low period. Is expected to include Hong Qi, East Bay, ligitek in the fourth quarter of this year revenue will be reduced compared with the previous quarter, ranging from 20%-30%, Everlight, Baihong respectively due to product mix, Huaxing is scattered or in special lighting field, the fourth quarter revenue estimates will be compared with the previous quarter decreased by 10%-20%.

Billion light revenue in November this year, 824 million yuan NT, representing a decrease of about $21% last year, compared with the same period last year, a decline of 15.6%, the cumulative total revenue of NT $10 billion 413 million in the first three months of this year, compared with the same period last year, an increase of 16.12%. Despite suffering from the recent new products on price competition, but because the billion light product portfolio is scattered, mobile phone and consumer electronics applications accounted for about 70% of total revenue, the 8.9 inch LCD backlight is about 10%-15%, Display also has 10% cars with other lighting and a total of about 5%-10%, the fourth quarter is expected revenues of approximately 26-27 billion yuan, compared with the previous quarter decline of about 10%-15%.

Baihong November revenues of NT $256 million yuan, down 25.6% compared with the previous month, year over year decline of 32.8%, the first 11 months of this year total revenues of NT $3 billion 568 million yuan, the annual growth rate of 11%. Although the November revenue decline, but a little better than Baihong think, originally expected, then the company will continue to have a single connection, a standard case of investment for the tone against this wave of market downturn. Baihong is expected revenues in the fourth quarter of about 8-8.5 billion new Taiwan dollars, compared with the previous quarter decline of about 15%-20%.

Acer Qi November revenue of NT $183 million, down 31.7% from last month, compared with the same period last year, a decline of up to 40.3%, the total revenue of NT $2 billion 756 million in the first three months of this year, the annual reduction of nearly 6%. The company expects December camp is bound to by year-end is expected to reproduce low, Wang Qi in fourth quarter revenue of about 600 million yuan NT, compared with the previous quarter decline rate of about 25%-30%.

In recent years, specializing in the application of special lighting Huaxing, this year in the low temperature lighting market gains. But in the global financial crisis, in November this year consolidated revenue of NT $93 million 820 thousand, also down 27%, a decline of about 14.8% over the same period last year, a total of 11 months before this year, with revenues of NT $1 billion 240 million yuan, the annual growth rate of 3.8%. But since October the results also high, the fourth quarter is expected revenues of about 2.3-2.4 billion new Taiwan dollars, compared with the previous quarter, the decline of 10%-15%, compared with the LED package industry to IT application, the recent hit degree is still relatively light.

The East Bay in November this year, revenue in the LED package in the industry decline rate is relatively small, the company said, is the main cause of lighting products to new customers in new orders started to reduce the impact of shipments, the relative decline in consumer electronics and mobile phone backlight demand. In November this year, revenues of 210 million yuan NT, minus by $17.6%, an annual reduction of 33.2%, the total revenue of NT $2 billion 863 million in the first three months of this year, an annual reduction of 0.98%. Fourth quarter revenue forecast will be 650 million yuan in the next quarter, compared with the previous quarter will decline 20%-25%.

Ligitek since the fourth quarter of this year by the LED are not busy season, even gradually weakening, investment in solar cell module business into price confusion, demand into the off-season and other factors, October consolidated revenues have plunged, the estimated 11-12 month period at. Overall fourth quarter consolidated revenue is estimated at about 1.5-1.8 billion yuan, compared with the previous quarter, the decline rate will reach 30%.