Taiwan LED vendors in March revenue increased by 18.4%, estimated in April continued to warm

According to industry research firm LEDinside statistics, March 2008 Taiwan listed LED companies total revenue of 5 billion 775 million yuan, an increase of 18.4% compared to February 4 billion 934 million yuan, the annual growth rate of about 17.17%. Among them, the LED chip factory revenues of 2 billion 513 million yuan, an increase of more than February, the new century and the new round of revenue in March hit a record high in the past, LED packaging manufacturers in March revenue of about $3 billion 330 million, an increase of 20.89% over the year in February. LEDinside said that the observation of March Taiwan whole chip factory revenue outstanding, since February coincides with the lunar new year, Chinese downstream customers downtime, so in February the LED industry base is relatively low. Among them, the new century and the March round of revenue performance is outstanding, a record monthly revenue, and monthly growth rate of more than 30%.

LEDinside pointed out that in the new century, benefiting from the blue chip LED chip output and new customers to increase the size of the supply, in March revenues of 120 million yuan, the monthly growth rate of up to 44.6%. As for the bright round part, March revenue 157 million yuan, a record high, mainly because the volume of small and medium size backlight and High Power LED driven by increased revenue growth.

As for the downstream part of the LED package, LEDinside said that although the monthly revenue growth rate in March outperformed the upstream chip manufacturers, but the overall revenue is still lower than the total performance in January this year. The Baihong March revenue was the most dazzling, the main reason for the March SMD, infrared and other new production opened, plus the customer needs to warm, the March revenue reached 375 million yuan, a high level of historical time.

LEDinside analyst Chu Chao said in, because most chip makers began to gradually increase the MOCVD machine in the first quarter, LEDinside estimates for the second quarter LED in the upstream epitaxial output will continue to increase, the downstream packaging industry will also be synchronized to benefit, so LED manufacturers in April revenue is expected to return to temperature. In the application part, the traditional popular quarter comes, small and medium size panels no longer appear like last year serious shortage phenomenon, so in small and medium size LED backlight will look compared to the annual growth of four yuan, the current high brightness (UHB) LED order has significantly warmed.

As for the mobile part, stored in the super said, the mainland white card mobile phone demand gradually back to the temperature, but the demand for mobile phone brand brand is still low, making Blu ray 1300-1500mcd specification product demand is increasing slowly. Chu Yu Chao further pointed out that since the second quarter of LED upstream manufacturers continued expansion, so the second quarter growth rate of mobile phone demand observation key, if the demand can keep up with the expansion of the amplitude LED manufacturers, will help LED vendors in the second quarter earnings performance.

Source: LEDinside