LED TV brand factory inventory covering back light stimulate demand, Taiwan factory in January revenue bottomed out

According to statistics, in January 2011 the Taiwan listed LED companies total revenue of about 8 billion 93 million yuan, (MoM-2.04%, YoY+15.9%). From the upstream chip factory revenue point of view, in 2010 in Taiwan the overall upstream chip factory revenue 3 billion 770 million yuan, compared with the same month last year performance, growth of, (MoM-0.7%; YoY+20.7%). LED epitaxial index (Chip LEDX) has rebounded to 4472 points, while the LED packaging index (Package LEDX) also came to the point of 5001, showing a moderate upward trend.

Data show that Taiwan manufacturers, such as canyuan, Dingyuan and Taigu in the TV brand manufacturers to launch new models, and tablet computer and mobile phone smart shipments, but also in order to enhance the demand for small and medium size backlight. LED TV backlight demand increase, covering the order, January 2011 revenue began to rebound, the moon can increase 16.5% to 350 million yuan, in the tablet computer products application, is expected to continue to increase shipments.

Downstream LED package Taiwan factory, January LED packaging factory revenue reached 4 billion 323 million yuan, (MoM-3.2%, YoY+12%). Wang Qi, the East Bay will focus on the backlight market demand, Huaxing lighting market at low temperature, due to the increase in orders, revenue continued to stabilize since last November. In the lighting market, Addison in the channel to improve the deployment, and focus on the development of emerging markets, coupled with the LDMS business model to reduce costs, provide a full range of customer service from component to system module, revenue monthly increase of 15.9%, has come to 222 million yuan. In addition, Taiwan factory, Hao Ran, including billion light and jade Jingguang, the road lighting LED products have passed the CNS15233 CNS Mark at present there are a number of manufacturers have product inspection, the future is expected to increase in Taiwan LED street lamp installed capacity, improve the overall market visibility of road lighting LED.

China, however, whether the Japanese machine equipment, or to the terminal consumer applications on the grants will be terminated in the LED industry on the development of supply and demand, and the situation in the war for talent grab explosion NT appreciation and China epitaxial plant, the prospects for the development of Taiwan factory of the future, added many certainty factor.