Taiwan LED upstream manufacturers: demand point temperature recovery capacity utilization

LED ethnic group's recent strong trend. Taiwan listed LED upstream manufacturers said that the recent market demand is indeed showing signs of recovery, making the overall capacity utilization rate from the previous average of 30%-40% water level, up to 50%-60%. Among them, the TV crystal electric panel backlight and special lighting products to warm more, canyuan that size backlight and lighting applications demand is still strong, Taigu in billboard application orders is stable, but the high brightness backlight and lighting with increasing temperature. Guang Lei is a large number of optical couplers, infrared products and other orders. As for the conductor I-Chiun to SMD lead frame orders better than traditional wire frame orders.

The rate of capacity utilization, including EPISTAR, canyuan, Taigu, Guang Lei, LED and the upstream epitaxial chip module manufacturers, in December last year to January this year, before and after the lunar new year, the average capacity utilization rate was reduced to about 30%-40%, manufacturers attitude also gathering clouds and rolling mists. However, as the downstream manufacturers in the China Lunar New Year started, covering stocks or new material demand gradually release, not only that part of the blue light crystal electric LED production line capacity utilization has rebounded to 80% level, compared to the previous 40% times, including forepi, Taigu, Guang Lei and other chip factories, as well as the wire frame factory I-Chiun, the average capacity utilization rate is increased to 50%-60% level.

However, manufacturers stressed that not all products have a significant rebound in demand, individual product orders are not the same intensity of temperature. EPISTAR said that the recent demand since LED TV and NB panel backlight source new product distribution of feed demand to inject more, in addition to the special lighting products including LED lights, lamp, landscape lamp and so on, recent demand has improved significantly, but the red four yuan LED demand remains flat.

Canyuan believes that the current order situation, the size of back light and Powerchip demand is relatively good, as for other products demand situation is not very obvious.

Taigu last year officially launched the red LED and high brightness chip backlight, Powerchip and so on new products, the company pointed out that recently has been certified by customers, some Chinese, Netbook manufacturers have begun to take the goods, is expected to continue to make some contribution to the performance. As for the billboard application needs, the recent orders are relatively stable.

Guang Lei said that the recent demand for optocoupler products are good, in addition to the use of outdoor lighting equipment such as street lighting infrared products orders have been picked up to the level before the new year.

Conductor I-Chiun pointed out, including the SMD lead frame, the traditional LED lead frame, in fact, recent demand has recovered, but the increased demand is more significant for SMD lead frame. But with the visibility of orders, February orders or visibility in 2 weeks, and no increase in less than 2 weeks, the order is urgent, but does not represent the urgent orders, may be just a small number of products, it is not easy to evaluate the urgent contribution.

Overall, LED upstream industry that orders from the recent situation, the LED market does seem to appear a little spring atmosphere, however, this wave of recovery feeling is in the shape of dot recovery, not a comprehensive variety of products demand has improved. And the most important is that many recent downstream manufacturers launch new year new products in time, so the stock purchase demand will be much, as for the terminal market of consumer purchasing and acceptance, the focus is also to be the follow-up to continue to observe the.