TV backlight orders have not yet seen improvement, LED factory's September revenue generally declined
According to LEDinside, research department of TRENDFORCE, the total revenue of LED manufacturers in Taiwan in September 2010 was about 9.736 billion yuan, down 8.1% from the August 2010 revenue of 10.593 billion yuan (YoY+45.8%). . Among them, LED chip factory's total revenue in September was 4.554 billion yuan, down 6.9% from August; LED packaging manufacturers' revenue in September was 5.182 billion, down 9.1% from August. According to the LEDX index compiled by LEDinside, Chip LEDX is 4140.9, and Package LEDX is 4849.1, indicating that the current confidence in the LED industry is still insufficient. The LED industry has been deconstructed by LCD TV manufacturers' stocks, and the single-month revenue in September has generally been further affected.
LED backlight market situation analysis
Although the Chinese LCD TV market has been affected by the 11-year long buy-up, it is expected to solve some of the inventory problems. However, most brand manufacturers use traditional CCFL models for low-cost promotions. Although the sales of LED-backlit TVs in China are also good, most of them are stocks prepared by TV or panel makers in the third quarter. Therefore, for the LED industry, the TV backlight order has not improved. Therefore, most manufacturers still hope for the rapid growth of LED-backlit TV next year.
LEDinside estimates that the LED TV market will reach 92 million units in 2011, nearly three times the growth in 2010. Among them, the edge-lit LED-backlit LCD TV has the greatest growth potential, and is lighter and thinner than the direct-lit LED backlight, which has the advantages of cost and aesthetics.
As for the backlight part of IT products, WitsView, a research department of TRENDFORCE, said that due to cost factors, LCD monitors, notebooks and other panels are not willing to bleed, and have reached the stage of price defense. Prices began to fall in October. Reflected in the performance of LED manufacturers, due to the excessive pessimism of customers' expectations for IT product shipments, the shipment forecast has been revised recently, so some LED manufacturers' IT backlight orders have signs of return.
Chip factory's September revenue performance
Observing the revenue of Taiwan's overall upstream chip factory in September, compared with August's revenue fell 6.9% (YoY+55%), the overall chip factory's third quarter revenue still increased by 11.6% compared with the second quarter, by the Korean system Panel makers adjusted inventory impacts, orders for large-size backlights began to be affected, MO source shortages were more tight, and sapphire substrates increased in price, resulting in smaller profit margins. For various reasons, the chip factory also showed a small reshuffle in the revenue ranking in September that has been maintained for half a year. From the quarterly perspective, there are many manufacturers with outstanding performance, and orders for large-size backlights are stable and are not affected by Korean manufacturers. For example, in the new century, not only the monthly revenue continued to hit a new high, the monthly growth rate was 4%, and the second quarter revenue increased by 37.9%, mainly due to the stable shipment of LCD TV LED backlight products and cooperation with JFE Engineering Company. Will see results in succession. In addition, Epistar faucet Dadian Crystal Power Co., Ltd. fell 4.8% in monthly revenue, but still grew 8.3% compared with the previous quarter. In addition, it formed an alliance with Japan Toyota Synthetic Co., Ltd. to establish Fengjing Optoelectronics, plus by cross Authorized to obtain LED patents, there is a clearer direction on the blueprint for lighting capacity. In addition, due to the mainland's LED chip manufacturers in the purchase of MOCVD equipment subsidies, whether it is joint ventures or indirect investment, Eli will be close to grasp the pulse of the mainland LED market, and will continue to see the results of production next year.
Packaging plant's September revenue performance
In the downstream LED packaging factory, the overall packaging plant revenue increased by 38.5% compared with last year, but compared with August, there was a 9.1% decline. The third quarter revenue increased slightly by 2.7% compared with the second quarter. Lite-On's development on LEDs has produced a beautiful transcript with revenues of more than 1.3 billion, a record high. Mainly because of the continuous production capacity of the new plant in Changzhou, as well as in the backlight and lighting market. Huaxing's demand for low-temperature lighting and special lighting has been sluggish, and revenues in the third quarter have fallen sharply.
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