[article] 2015 15 analysis of year-end party Taiwan factory LED annual revenue

[Reuters] 2016 first half of the year has been more than half of the listed companies in Taiwan LED transcripts have been released. LED network editor at the end of year-end party occasion, a summary of the LED Taiwan 15 companies in 2015 revenue, with a review of the Taiwan LED industry development situation in the past year.

Chip: revenue overall decline

2015 was said to be the most difficult year for the industry, the mainland's LED companies seem to see is not obvious, because in 2015 the mainland listed companies are busy with the acquisition, but Taiwan LED companies are very obvious. From the LED statistics of 7 Taiwan listed LED chip enterprises, the overall revenue compared to 2014 have shown a substantial decline, which is leading Taiwan LED chip company EPISTAR was forced to decline by 7.94%, 7 decline in the magnitude of the smallest enterprises. As the same chip enterprise is the 7 largest decline in China, a decline of up to 45%.

From 2014 the main business point of view, EPISTAR and China on the similarity of two products is very high, but why the decline in the gap is so obvious, perhaps, not only because of the LED supply chain impact, but also with local enterprises in Taiwan competition and relevant enterprises survival status at the lower end of the chip supply chain.

Package: price war caused by the overall decline in revenue as a breakthrough in the high margin Market

Relative to the chip side, 2015 Taiwan packaging business revenue is just about the same. Statistics from the LED network of Taiwan 8 LED packaging factory revenue, compared to the other 7 companies, it can be described as a stand alone, in 2015 achieved a growth of 15.5%.

According to LEDinside statistics show that in 2015 the mainstream LED packaging products are showing recession, a decline of 20%-40%. Among them, 2835 of the largest price reduction, 0.2W, 0.5W fell by up to 31% and the year, respectively, and the annual decline of 5630 and 3030 products in about.

For Taiwan LED enterprises, the price war is not always strong, after 2014-2015 years of price war baptism, Taiwan LED enterprises gradually showed a continuous downward trend, in 2015 from the Taiwan LED enterprises have IR/UV high margin market niche can be one or two.

Taiwan overall decline in revenue, but why is there an increase in Sen Sen? The LED editor summed up 8 packages of the main business enterprises, Edison found the current main products are mainly PPLC components and high power LED module and has a certain value, the gross profit of products, and other main business is still in decline at the fastest general lighting device and backlight device this is the LED chip, low power output is gradually shrinking, high power in the rapid growth of the situation? The main reason for the decline in light Baihong hand is visible LED decline in revenue and light LED market is not open.

Through 7 chip companies + Packaging Companies in 2015 revenue in the past, the overall decline in the overall trend of the LED industry in Taiwan, the individual focus on high margin market niche companies will usher in a new machine. (text /LED net Skavy)

For more information about LED, please click on China LED network or pay attention to WeChat public account (cnledw2013).