The panel needs back to temperature driven IC packaging and testing industry will present the double bottom blowing

After the second quarter panel production inventory adjustment, AUO, Guanghui published last month in July revenue growth of about 10%, this third quarter panels have stabilized signs of prosperity back to temperature, the panel driver IC packaging and testing industry, operating results have the opportunity to turn the bottom. The July revenue of 360 million yuan NT Fetion has released unchanged from June, the company expected future revenues have the opportunity to turn Yang chipbond monthly; although July revenue of NT $312 million is still down 7% last month, but the company pointed out that the beta boom is about 2 months behind the panel factory to a quarter, at present, unchanged in August, after there will be more obvious turn yang. Due to the inventory level in the panel industry has decreased significantly, AUO July revenue although not high, but once again stand on the NT $20 billion mark, reaching 20 billion 110 million Taiwan dollars, an increase of 9.8% compared to June, July revenue of NT $2 billion 104 million to drive the IC manufacturers is also announced novatek NT $1 billion 828 million last month rose 15% for packaging the single release amount will start warming, therefore, including Fetion, chipbond, Nanmao, both for August revenues may fall at the end of September began to appear more significant growth, and has turned the momentum of the bottom.

Fetion July revenues of NT $360 million, equivalent with June, representing a decrease of 11.82%, but the company has really feel for a liquid crystal display panel driver IC buy back to temperature, in July the number of TCP/COF package, compared to June increased to 20%, the company is expected in the third quarter due to season 9 begin to display shipments, including NB with the mobile phone market will start to turn Yang, after October TV market will start significant heating, therefore driving the IC packaging industry boom, the worst is over, the second half of the estimated monthly revenue will show a slow recovery trend. Chipbond June revenue of NT $312 million yuan, compared with the recession, NT $337 million last month, however, the company said, the beginning of the second season IC driver IC packaging and testing industry has suspended production action expansion, although the panel needs second quarter light, but still maintain a certain part of the price level, so it did not let revenue decline amplitude too much. Although the third quarter panel factory revenue rise, growth of 15% driven IC novatek revenue, only beta will fall behind the panel factory about 2 months to a quarter of the time, if the economy to sustain this growth, it can see the obvious rise in September. South Mao pointed out that the current look, the increase of 8 orders demand is about 10% in July, which mainly displays, estimated August capacity utilization has the opportunity to rise to more than 8, as for orders follow-up, to see TV's subsequent successor force.